FMP

FMP

Jefferies Financial Group Inc. (NYSE: JEF) Surpasses Earnings and Revenue Estimates

  • Jefferies Financial Group Inc. (NYSE:JEF) reported an earnings per share (EPS) of $1.01, surpassing the estimated $0.79.
  • The company's revenue reached approximately $2.05 billion, exceeding the estimated $1.92 billion.
  • Net earnings attributable to common shareholders were approximately $224 million, with a return on adjusted tangible shareholders' equity from continuing operations of 13.6%.

Jefferies Financial Group Inc. (NYSE:JEF), a prominent player in the financial services sector, known for its investment banking, asset management, and capital markets services, operates within the Zacks Financial - Miscellaneous Services industry, competing with other financial giants. On September 29, 2025, Jefferies reported impressive earnings, showcasing its robust financial health and market performance.

For the quarter ending in August 2025, Jefferies reported earnings per share (EPS) of $1.01, surpassing the estimated $0.79. This achievement reflects a significant improvement from the $0.75 EPS recorded in the same period last year. The earnings surprise of 32.91% highlights Jefferies' ability to exceed market expectations, as highlighted by Zacks. This performance provides valuable insights into the company's potential for future stock price movements.

Jefferies also reported a revenue of approximately $2.05 billion, exceeding the estimated $1.92 billion. This revenue figure marks a substantial year-over-year increase of 21.6%, up from $1.68 billion reported a year ago. The revenue surprise of 8.2% further underscores Jefferies' strong performance in the financial sector. Over the past four quarters, Jefferies has consistently outperformed consensus revenue estimates three times, demonstrating its resilience and growth potential.

The company's net earnings attributable to common shareholders reached approximately $224 million, a significant increase from the $167 million reported in the same quarter of the previous year. Jefferies achieved a return on adjusted tangible shareholders' equity from continuing operations of 13.6%, up from 10.3% in the prior year. These results reflect a strong performance for Jefferies in the third quarter of 2025, indicating its ability to generate value for shareholders.

Jefferies' financial metrics further illustrate its market position. The company has a price-to-earnings (P/E) ratio of approximately 22.16, indicating the price investors are willing to pay for each dollar of earnings. The price-to-sales ratio stands at about 1.32, suggesting that investors are paying $1.32 for every dollar of the company's sales. Despite a negative enterprise value to operating cash flow ratio of -0.96, Jefferies maintains a strong current ratio of 8.56, highlighting its ability to cover short-term liabilities with its short-term assets.