Here's What Key Metrics Tell Us About Jefferies (JEF) Q4 Earnings
Jefferies (JEF) reported $2.07 billion in revenue for the quarter ended November 2025, representing a year-over-year increase of 5.7%. EPS of $0.96 for the same period compares to $1.05 a year ago.The reported revenue represents a surprise of +6.93% over the Zacks Consensus Estimate of $1.93 billion. With the consensus EPS estimate being $0.83, the company has not delivered EPS surprise.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Jefferies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Revenues by Source- Total Asset Management Net revenues: $187 million versus the two-analyst average estimate of $94.31 million. The reported number represents a year-over-year change of -40.6%.Net Revenues by Source- Total Investment Banking and Capital Markets Net revenues: $1.88 billion versus the two-analyst average estimate of $1.86 billion. The reported number represents a year-over-year change of +14.7%.Net Revenues by Source- Total Asset Management Net revenues- Investment return: $65.02 million versus $-8.54 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -36.1% change.Net Revenues by Source- Total Asset Management Net revenues- Allocated net interest: $-21.13 million versus $-18.55 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +39.9% change.Net Revenues by Source- Total Capital Markets: $691.91 million compared to the $681.29 million average estimate based on two analysts. The reported number represents a change of +6.2% year over year.Net Revenues by Source- Total Capital Markets- Equities: $485.87 million versus $441.58 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +18.3% change.Net Revenues by Source- Total Capital Markets- Fixed income: $206.05 million versus $239.72 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -14.5% change.Net Revenues by Source- Total Investment Banking- Total underwriting- Advisory: $634.2 million compared to the $637.79 million average estimate based on two analysts. The reported number represents a change of +6.3% year over year.Net Revenues by Source- Total Investment Banking- Other investment banking: $-1.78 million versus the two-analyst average estimate of $30 million. The reported number represents a year-over-year change of -106.5%.Net Revenues by Source- Total Investment Banking: $1.19 billion compared to the $1.18 billion average estimate based on two analysts. The reported number represents a change of +20.4% year over year.Net Revenues by Source- Total Investment Banking- Total underwriting- Debt underwriting: $215.76 million versus the two-analyst average estimate of $227.88 million. The reported number represents a year-over-year change of +25.8%.Net Revenues by Source- Total Investment Banking- Total underwriting- Equity underwriting: $339.8 million compared to the $287.91 million average estimate based on two analysts. The reported number represents a change of +77.7% year over year.View all Key Company Metrics for Jefferies here>>>Shares of Jefferies have returned +11.2% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Jefferies Financial Group Inc. (JEF): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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