Westwood Holdings Group Income Statement

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020
Operating Revenue	96.02	93.05	89.25	69.39	73.39	64.77
Other Revenue	0.22	1.67	0.53	-0.71	-0.34	0.35
Revenue	96.24	94.72	89.78	68.68	73.05	65.11
Revenue Growth (YoY)	4.20%	5.50%	30.72%	-5.99%	12.20%	-22.56%
Cost of Revenue	55.35	56.01	52.92	40.12	42.53	42.14
Gross Profit	40.89	38.71	36.86	28.56	30.52	22.97
Selling, General & Admin	34.33	33	33.42	26.34	24.56	24.2
Operating Expenses	34.33	33	33.42	26.34	24.56	24.2
Operating Income	6.57	5.71	3.45	2.22	5.96	-1.23
Interest & Investment Income	1.78	2.18	1.19	0.27	0.87	0.6
Currency Exchange Gain (Loss)	-	-	-	-	-	-2.99
Other Non Operating Income (Expenses)	1.05	1	1.24	0.91	0.6	0.14
EBT Excluding Unusual Items	9.39	8.9	5.88	3.39	7.43	-3.47
Merger & Restructuring Charges	-	-	-0.21	-7.09	-	-
Impairment of Goodwill	-	-	-	-	-	-3.4
Gain (Loss) on Sale of Investments	1.93	-	0.01	-1.5	6.57	-0.71
Other Unusual Items	-1.2	-4.88	2.77	-	-	-
Pretax Income	10.13	4.01	13.44	-5.2	14	-7.59
Income Tax Expense	2.79	1.8	2.87	-0.57	4.24	1.36
Earnings From Continuing Operations	7.34	2.21	10.57	-4.63	9.76	-8.95
Minority Interest in Earnings	-0.08	0	-1.05	-	-	-
Net Income	7.25	2.22	9.52	-4.63	9.76	-8.95
Net Income to Common	7.25	2.22	9.52	-4.63	9.76	-8.95
Net Income Growth	165.29%	-76.73%	-	-	-	-
Shares Outstanding (Basic)	8	8	8	8	8	8
Shares Outstanding (Diluted)	9	9	8	8	8	8
Shares Change (YoY)	5.00%	4.98%	3.41%	-1.05%	-0.75%	-5.62%
EPS (Basic)	0.87	0.27	1.20	-0.59	1.24	-1.12
EPS (Diluted)	0.82	0.26	1.17	-0.59	1.23	-1.12
EPS Growth	154.57%	-77.78%	-	-	-	-
Free Cash Flow	19.69	21.01	-1.33	51.17	19.21	-9.86
Free Cash Flow Per Share	2.23	2.47	-0.16	6.52	2.42	-1.24
Dividend Per Share	0.600	0.600	0.600	0.600	0.450	0.430
Dividend Growth	-	-	-	33.33%	4.65%	-85.07%
Gross Margin	42.49%	40.87%	41.06%	41.58%	41.78%	35.28%
Operating Margin	6.83%	6.03%	3.84%	3.23%	8.16%	-1.89%
Profit Margin	7.54%	2.34%	10.60%	-6.74%	13.36%	-13.74%
Free Cash Flow Margin	20.46%	22.18%	-1.48%	74.50%	26.29%	-15.15%
EBITDA	11.29	10.46	8.27	4.8	8.33	1.41
EBITDA Margin	11.73%	11.04%	9.21%	6.98%	11.41%	2.17%
D&A For EBITDA	4.72	4.75	4.82	2.58	2.37	2.64
EBIT	6.57	5.71	3.45	2.22	5.96	-1.23
EBIT Margin	6.83%	6.03%	3.84%	3.23%	8.16%	-1.89%
Effective Tax Rate	27.55%	44.93%	21.36%	-	30.28%	-
Revenue as Reported	96.24	94.72	89.78	68.68	73.05	65.11

Updated Oct 30, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q