Jefferies Financial Group Inc. (JEF)
NYSE: JEF · Real-Time Price · USD
55.25
-0.47 (-0.84%)
Sep 9, 2026, 4:00 PM EDT - Market closed
Jefferies Financial Group Income Statement
Financials in millions USD. Fiscal year is December - November.
Millions USD. Fiscal year is Dec - Nov.
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | May '26 May 31, 2026 | Feb '26 Feb 28, 2026 | Nov '25 Nov 30, 2025 | Aug '25 Aug 31, 2025 | May '25 May 31, 2025 | Feb '25 Feb 28, 2025 | Nov '24 Nov 30, 2024 | Aug '24 Aug 31, 2024 | May '24 May 31, 2024 | Feb '24 Feb 29, 2024 | Nov '23 Nov 30, 2023 | Aug '23 Aug 31, 2023 | May '23 May 31, 2023 | Feb '23 Feb 28, 2023 | Nov '22 Nov 30, 2022 | Aug '22 Aug 31, 2022 | May '22 May 31, 2022 | Feb '22 Feb 28, 2022 | Nov '21 Nov 30, 2021 | Aug '21 Aug 31, 2021 |
Interest and Dividend Income | 853.96 | 813.12 | - | 846.89 | 878.03 | 845.17 | 907.5 | 936.79 | 879.73 | 819.49 | 806.57 | 898.04 | 632.68 | 531.39 | 403.52 | 320.78 | 245.05 | 214.28 | 265.1 | 220.28 |
Total Interest Expense | 911.75 | 854.14 | - | 860.24 | 859.87 | 879.85 | 894.64 | 912.04 | 859.85 | 813.74 | 771.53 | 858.81 | 613.57 | 497.07 | 369.82 | 322.26 | 258.38 | 219.97 | 232.63 | 222.98 |
Net Interest Income | -57.78 | -41.02 | - | -13.35 | 18.16 | -34.67 | 12.86 | 24.75 | 19.88 | 5.75 | 35.04 | 39.23 | 19.11 | 34.31 | 33.7 | -1.47 | -13.33 | -5.69 | 32.46 | -2.7 |
Brokerage Commission | 400.61 | 367.6 | - | 325.18 | 353.23 | 288.3 | 297.38 | 270.64 | 271.78 | 245.54 | 233.37 | 223.71 | 235.31 | 213.27 | 220.08 | 221.4 | 254.71 | 229.32 | 222.26 | 214.36 |
Trading & Principal Transactions | 488.67 | 487.5 | - | 486.89 | 338.51 | 407.23 | 435.53 | 324.5 | 416.2 | 640.74 | 241.71 | 353.37 | 320.96 | 497.25 | 216.8 | 176.79 | 197 | 243.17 | 104.3 | 232.11 |
Asset Management Fee | 9.79 | 67.36 | 187 | 13.08 | 20.08 | 85.41 | 11.98 | 11.99 | 11.77 | 50.37 | 14.84 | 14.81 | 13.93 | 38.99 | 13.89 | 12.7 | 14.13 | 39.55 | 72.08 | - |
Underwriting & Investment Banking Fee | 1,210 | 1,018 | 1,880 | 1,088 | 789.27 | 729.51 | 964.32 | 927.09 | 738.58 | 679.07 | 573.9 | 600.19 | 492.48 | 502.8 | 552.58 | 709.33 | 600.86 | 945.05 | 1,181 | 1,181 |
Gain on Sale of Investments (Rev) | - | - | - | - | - | - | - | - | - | - | 229.9 | -105.9 | -7.3 | -22.1 | -40.1 | -35 | 49.8 | - | -104.7 | 12.7 |
Other Revenue | 155.54 | 117.4 | 1.97 | 147.43 | 115.21 | 117.25 | 234.54 | 124.58 | 174.04 | 116.74 | -131.55 | 56.69 | -36.88 | 18.98 | 441.14 | 426.1 | 234.91 | 241.44 | 195.15 | 280.52 |
| 2,206 | 2,017 | 2,069 | 2,047 | 1,634 | 1,593 | 1,957 | 1,684 | 1,632 | 1,738 | 1,197 | 1,182 | 1,038 | 1,283 | 1,438 | 1,510 | 1,338 | 1,693 | 1,702 | 1,918 | |
Revenue Growth (YoY) | 35.00% | 26.62% | 5.74% | 21.61% | 0.14% | -8.35% | 63.43% | 42.42% | 57.31% | 35.43% | -16.75% | -21.71% | -22.45% | -24.18% | -15.52% | -21.27% | -30.57% | -31.37% | -7.70% | 20.36% |
Salaries & Employee Benefits | 1,188 | 1,086 | 1,081 | 1,084 | 854.84 | 841.13 | 981.63 | 889.1 | 861.99 | 926.87 | 612.29 | 644.06 | 575.87 | 703.06 | 659.12 | 559.59 | 579.58 | 790.75 | 748.73 | 802.24 |
Cost of Services Provided | 590.73 | 540.52 | 734.87 | 518.33 | 521.98 | 483.28 | 560.85 | 452.35 | 475.24 | 463.99 | 631.2 | 364.38 | 367.56 | 389.12 | 533.95 | 605.21 | 551.64 | 463.82 | 543.66 | 497.75 |
Other Operating Expenses | 6.36 | 63.4 | - | 52.44 | 70.48 | 86.56 | 58.06 | 43.44 | 41.51 | 83.9 | -161.85 | 57.32 | 50.96 | - | - | - | - | - | - | - |
Total Operating Expenses | 1,833 | 1,747 | 1,816 | 1,708 | 1,500 | 1,442 | 1,652 | 1,431 | 1,429 | 1,518 | 1,110 | 1,091 | 1,020 | 1,125 | 1,237 | 1,208 | 1,172 | 1,301 | 1,333 | 1,339 |
Operating Income | 373.79 | 270.46 | 253.21 | 339.92 | 134.9 | 151.07 | 304.86 | 252.69 | 203.55 | 220.24 | 87.26 | 91.07 | 17.92 | 158.02 | 201.54 | 301.85 | 166.54 | 392.33 | 369.4 | 578.94 |
EBT Excluding Unusual Items | 373.79 | 270.46 | 253.21 | 339.92 | 134.9 | 151.07 | 304.86 | 252.69 | 203.55 | 220.24 | 87.26 | 91.07 | 17.92 | 158.02 | 201.54 | 301.85 | 166.54 | 392.33 | 430.67 | 551.77 |
Impairment of Goodwill | -58.24 | -58.24 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Asset Writedown | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -6.7 | - | - | - | - | - |
Legal Settlements | - | - | - | -8.1 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Pretax Income | 315.55 | 212.22 | 253.21 | 331.82 | 134.9 | 151.07 | 304.86 | 252.69 | 227.75 | 220.24 | 87.26 | 91.07 | 17.92 | 158.02 | 194.84 | 301.85 | 166.54 | 392.33 | 430.67 | 551.77 |
Income Tax Expense | 65.57 | 52.87 | 37.54 | 89.31 | 43.51 | 14.22 | 86.12 | 78.01 | 73.11 | 55.96 | 16.83 | 37.12 | 9.24 | 28.69 | 53.9 | 105.91 | 49.68 | 64.36 | 91.97 | 145.7 |
Earnings From Continuing Ops. | 249.98 | 159.35 | 215.67 | 242.5 | 91.4 | 136.85 | 218.75 | 174.68 | 154.65 | 164.28 | 70.43 | 53.95 | 8.68 | 129.32 | 140.94 | 195.94 | 116.86 | 327.98 | 338.69 | 406.07 |
Earnings From Discontinued Ops. | - | - | -4.37 | - | - | - | 5.16 | 6.36 | 0.04 | -7.89 | - | - | - | - | - | - | - | - | - | - |
Net Income to Company | 249.98 | 159.35 | 211.3 | 242.5 | 91.4 | 136.85 | 223.9 | 181.04 | 154.69 | 156.39 | 70.43 | 53.95 | 8.68 | 129.32 | 140.94 | 195.94 | 116.86 | 327.98 | 338.69 | 406.07 |
Minority Interest in Earnings | 5.44 | 15.86 | 3.74 | 10.04 | 7.67 | 6.98 | 8.26 | 6.87 | 4.79 | 7.44 | 1.51 | 3.77 | 3.71 | 6.31 | 1.38 | 1.59 | -0.77 | 1.54 | -6.83 | 1.39 |
Net Income | 255.42 | 175.2 | 215.04 | 252.55 | 99.06 | 143.83 | 232.16 | 187.91 | 159.48 | 163.83 | 71.94 | 57.72 | 12.4 | 135.64 | 142.32 | 197.53 | 116.09 | 329.52 | 331.86 | 407.46 |
Preferred Dividends & Other Adjustments | 29.18 | 19.5 | 24.15 | 28.56 | 11.05 | 16.04 | 25.61 | 20.79 | 13.74 | 14.19 | 7.39 | 6.37 | 0 | 2.54 | 8.63 | 0.57 | -1.96 | 4.05 | 8.94 | 2.49 |
Net Income to Common | 226.23 | 155.7 | 190.89 | 223.99 | 88.02 | 127.79 | 206.55 | 167.13 | 145.74 | 149.64 | 64.55 | 51.35 | 12.39 | 133.09 | 133.68 | 196.96 | 118.04 | 325.47 | 322.93 | 404.97 |
Net Income Growth (YoY) | 157.03% | 21.84% | -7.58% | 34.02% | -39.61% | -14.60% | 219.97% | 225.47% | 1076.14% | 12.44% | -51.71% | -73.93% | -89.50% | -59.11% | -58.60% | -51.37% | -66.31% | -43.81% | 5.74% | 33.89% |
Shares Outstanding (Basic) | 214 | 216 | 215 | 215 | 215 | 215 | 214 | 214 | 220 | 220 | 220 | 228 | 243 | 239 | 239 | 244 | 249 | 258 | 262 | 263 |
Shares Outstanding (Diluted) | 248 | 223 | 223 | 223 | 222 | 222 | 222 | 222 | 226 | 225 | 225 | 232 | 245 | 248 | 248 | 251 | 252 | 267 | 271 | 271 |
Shares Change (YoY) | 11.68% | 0.37% | 0.45% | 0.46% | -1.88% | -1.26% | -1.00% | -4.46% | -7.85% | -9.19% | -9.56% | -7.64% | -2.61% | -6.93% | -8.28% | -7.43% | -7.05% | -2.31% | -2.38% | -4.82% |
EPS (Basic) | 1.06 | 0.72 | 0.89 | 1.04 | 0.41 | 0.60 | 0.97 | 0.78 | 0.66 | 0.68 | 0.29 | 0.22 | 0.05 | 0.56 | 0.56 | 0.81 | 0.47 | 1.26 | 1.23 | 1.54 |
EPS (Diluted) | 1.03 | 0.70 | 0.85 | 1.01 | 0.40 | 0.57 | 0.94 | 0.75 | 0.64 | 0.66 | 0.28 | 0.22 | 0.05 | 0.54 | 0.56 | 0.78 | 0.46 | 1.23 | 1.20 | 1.50 |
EPS Growth (YoY) | 159.83% | 22.81% | -9.27% | 34.90% | -38.04% | -13.64% | 234.43% | 240.32% | 1168.03% | 21.24% | -49.83% | -71.80% | -89.08% | -55.70% | -53.44% | -47.97% | -64.39% | -42.27% | 8.45% | 40.66% |
Additional Metrics
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | May '26 May 31, 2026 | Feb '26 Feb 28, 2026 | Nov '25 Nov 30, 2025 | Aug '25 Aug 31, 2025 | May '25 May 31, 2025 | Feb '25 Feb 28, 2025 | Nov '24 Nov 30, 2024 | Aug '24 Aug 31, 2024 | May '24 May 31, 2024 | Feb '24 Feb 29, 2024 | Nov '23 Nov 30, 2023 | Aug '23 Aug 31, 2023 | May '23 May 31, 2023 | Feb '23 Feb 28, 2023 | Nov '22 Nov 30, 2022 | Aug '22 Aug 31, 2022 | May '22 May 31, 2022 | Feb '22 Feb 28, 2022 | Nov '21 Nov 30, 2021 | Aug '21 Aug 31, 2021 |
Free Cash Flow | 1,551 | -1,802 | - | 126.01 | -1,022 | -2,715 | 1,640 | -684.46 | -15.93 | -1,399 | 35.4 | -518.3 | 392.12 | -1,844 | 303.38 | 1,353 | 1,166 | -1,242 | 1,446 | 1,009 |
Free Cash Flow Per Share | 6.26 | -8.07 | - | 0.57 | -4.61 | -12.20 | 7.38 | -3.09 | -0.07 | -6.21 | 0.16 | -2.23 | 1.60 | -7.43 | 1.22 | 5.39 | 4.63 | -4.66 | 5.34 | 3.72 |
Dividend Per Share | 0.400 | 0.400 | 0.400 | 0.400 | 0.400 | 0.400 | 0.350 | 0.350 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.300 | 0.250 | 0.250 |
Dividend Growth (YoY) | 0% | 0% | 14.29% | 14.29% | 33.33% | 33.33% | 16.67% | 16.67% | 0% | 0% | 0% | 0% | 0% | 0% | 20.00% | 20.00% | 50.00% | 50.00% | 66.67% | 66.67% |
Operating Margin | 16.94% | 13.41% | 12.24% | 16.60% | 8.25% | 9.48% | 15.58% | 15.01% | 12.47% | 12.67% | 7.29% | 7.70% | 1.73% | 12.31% | 14.01% | 19.99% | 12.45% | 23.18% | 21.70% | 30.19% |
Profit Margin | 10.25% | 7.72% | 9.23% | 10.94% | 5.38% | 8.02% | 10.56% | 9.93% | 8.93% | 8.61% | 5.39% | 4.34% | 1.19% | 10.37% | 9.30% | 13.05% | 8.82% | 19.23% | 18.97% | 21.12% |
Free Cash Flow Margin | 70.31% | -89.34% | - | 6.16% | -62.53% | -170.41% | 83.80% | -40.66% | -0.98% | -80.49% | 2.96% | -43.84% | 37.79% | -143.67% | 21.10% | 89.62% | 87.16% | -73.38% | 84.95% | 52.61% |
Effective Tax Rate | 20.78% | 24.91% | 14.82% | 26.92% | 32.25% | 9.41% | 28.25% | 30.87% | 32.10% | 25.41% | 19.29% | 40.76% | 51.54% | 18.16% | 27.66% | 35.09% | 29.83% | 16.40% | 21.36% | 26.41% |
Revenue as Reported | 3,118 | 2,871 | 2,069 | 2,908 | 2,494 | 2,473 | 2,851 | 2,596 | 2,516 | 2,552 | 1,969 | 2,041 | 1,651 | 1,781 | 1,808 | 1,832 | 1,596 | 1,913 | 1,935 | 2,141 |