Evercore Inc.
For the period ended Jul 29, 2026. Filed Jul 29, 2026.
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Jul 29, 2026 · Filed Jul 29, 2026
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Contents
EX-99.1 · Forward-Looking Statements
Forward-Looking Statements
This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which reflect our current views with respect to, among other things, Evercore's operations and financial performance. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "backlog," "believes," "expects," "potential," "probable," "continues," "may," "will," "should," "seeks," "approximately," "predicts," "intends," "plans," "estimates," "anticipates" or the negative version of these words or other comparable words. All statements, other than statements of historical fact, included in this release are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, uncertainties and assumptions, and may include projections of our future financial performance based on our growth strategies and anticipated trends in Evercore's business. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Evercore believes these factors include, but are not limited to, those described under "Risk Factors" discussed in Evercore's Annual Report on Form 10-K for the year ended December 31, 2025, subsequent quarterly reports on Form 10-Q, current reports on Form 8-K and Registration Statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. In addition, new risks and uncertainties emerge from time to time, and it is not possible for Evercore to predict all risks and uncertainties, nor can Evercore assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results and Evercore does not assume any responsibility for the accuracy or completeness of any of these forward-looking statements. Evercore undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.
| EVERCORE INC. | ||||
|---|---|---|---|---|
| CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS | ||||
| THREE AND SIX MONTHS ENDED JUNE 30, 2026 AND 2025 | ||||
| (dollars in thousands, except per share data) | ||||
| (UNAUDITED) | ||||
| Three Months Ended June 30, | Six Months Ended June 30, | |||
| 2026 | 2025 | 2026 | 2025 | |
| Revenues | ||||
| Investment Banking & Equities: | ||||
| Advisory Fees | $775,590 | $697,744 | $2,020,329 | $1,255,093 |
| Underwriting Fees | 97,071 | 32,206 | 152,139 | 86,461 |
| Commissions and Related Revenue | 63,535 | 58,272 | 126,193 | 113,382 |
| Asset Management and Administration Fees | 23,655 | 20,684 | 46,298 | 41,667 |
| Other Revenue, Including Interest and Investments | 38,646 | 29,134 | 54,007 | 40,459 |
| Total Revenues | 998,497 | 838,040 | 2,398,966 | 1,537,062 |
| Interest Expense(1) | 8,298 | 4,210 | 17,189 | 8,403 |
| Net Revenues | 990,199 | 833,830 | 2,381,777 | 1,528,659 |
| Expenses | ||||
| Employee Compensation and Benefits | 641,791 | 548,611 | 1,545,861 | 1,008,436 |
| Occupancy and Equipment Rental | 29,726 | 26,914 | 56,791 | 52,645 |
| Professional Fees | 33,044 | 23,133 | 61,399 | 45,523 |
| Travel and Related Expenses | 35,331 | 23,984 | 63,202 | 46,002 |
| Technology and Information Services | 43,961 | 36,587 | 84,379 | 69,954 |
| Depreciation and Amortization | 12,577 | 6,450 | 25,015 | 12,426 |
| Execution, Clearing and Custody Fees | 3,052 | 3,180 | 6,239 | 6,526 |
| Special Charges, Including Business Realignment Costs | 21,315 | — | 21,315 | — |
| Acquisition and Transition Costs | — | 1,637 | 1,800 | 1,637 |
| Other Operating Expenses | 22,826 | 12,945 | 38,474 | 23,937 |
| Total Expenses | 843,623 | 683,441 | 1,904,475 | 1,267,086 |
| Income Before Income from Equity Method Investments and Income Taxes | 146,576 | 150,389 | 477,302 | 261,573 |
| Income from Equity Method Investments | 1,018 | 815 | 2,069 | 1,694 |
| Income Before Income Taxes | 147,594 | 151,204 | 479,371 | 263,267 |
| Provision for Income Taxes | 41,094 | 44,265 | 50,150 | 2,538 |
| Net Income | 106,500 | 106,939 | 429,221 | 260,729 |
| Net Income Attributable to Noncontrolling Interest | 11,223 | 9,738 | 32,709 | 17,344 |
| Net Income Attributable to Evercore Inc. | $95,277 | $97,201 | $396,512 | $243,385 |
| Net Income Attributable to Evercore Inc. Common Shareholders | $95,277 | $97,201 | $396,512 | $243,385 |
| Weighted Average Shares of Class A Common Stock Outstanding: | ||||
| Basic | 38,631 | 38,715 | 38,799 | 38,717 |
| Diluted | 41,134 | 41,213 | 41,491 | 41,636 |
| Net Income Per Share Attributable to Evercore Inc. Common Shareholders: | ||||
| Basic | $2.47 | $2.51 | $10.22 | $6.29 |
| Diluted | $2.32 | $2.36 | $9.56 | $5.85 |
| (1)Includes interest expense on long-term debt, lines of credit and other financing arrangements. | ||||
A - 1
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