Evercore(EVR)
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Evercore(EVR) - 2024 Q2 - Quarterly Results
2024-07-24 18:45
财务业绩 - 第二季度净收入为6.892亿美元,创历史第二季度新高[1] - 第二季度营业收入为1.082亿美元,同比增长88%;营业利润率为15.7%,同比提升415个基点[1] - 公司第二季度调整后净收入增加38%,达6.95亿美元,主要由于咨询费收入增加52%[35] - 公司第二季度承销费用下降19%,至3,100万美元,反映了参与的交易金额减少[36] - 公司第二季度资产管理和管理费收入增加16%,至2,091万美元,主要由于财富管理客户资产管理费收入增加[38] - 公司第二季度调整后税率为26.9%,较上年同期下降[44] - 公司净收入同比增长28.4%至12.82亿美元[75] - 投资银行和证券业务净收入同比增长26.5%至12.41亿美元[84] - 投资银行业务中财务顾问费收入同比增长47.1%至9.99亿美元[84] - 投资管理业务净收入同比增长117.1%至4.16亿美元[89] - 调整后每股收益同比增长25.9%至3.94美元[81] - 调整后营业利润率为16.0%,同比提高0.9个百分点[82] - 调整后税率为11.0%,同比下降9.2个百分点[83] 交易情况 - 年初至今,公司参与了6起全球最大交易中的3起,包括通用电气拆分GE Vernova业务(约360亿美元)[2]、Synopsys收购Ansys(约350亿美元)[2]、ConocoPhillips收购Marathon Oil(225亿美元)[2] - 公司在第二季度新增1名投行高级董事总经理,并有3名投行高级董事总经理和1名高级顾问将加入公司[4][5] - 第二季度公司参与了AZZ Inc.3.22亿美元再融资和Lithium America Inc.2.75亿美元再融资等多起ECM交易[2] - 投资银行业务中财务顾问费收入为3.75亿美元,同比增长0.04%[105] - 投资银行业务中承销费收入为3,820万美元,同比下降[105] - 投资银行业务中佣金及相关收入为5,005万美元,同比下降[105] 股东回报 - 公司在前6个月通过股息和回购共向股东返还3.956亿美元[6] - 2024年7月23日,公司董事会宣布派发每股0.80美元的季度股息,将于2024年9月13日支付给2024年8月30日登记在册的普通股股东[55] - 第二季度公司从员工回购了2.2万股用于股票薪酬的净结算,平均价格为189.97美元/股,并以186.36美元/股的平均价格在公开市场回购了30万股用于股票回购计划。全年累计回购180万股,平均价格为178.61美元/股[56] 人力资源 - 截至2024年6月30日,公司全球员工人数约2,330人,较上年同期增加85人[47] - 公司年内授予员工170万份限制性股票单位,授予日公允价值3.12亿美元[50] - 公司年内授予员工1.432亿美元的递延现金奖励[51] - 截至2024年6月30日,公司有520万未行权的受限股单位,总授予日公允价值为7.55亿美元。受限股单位在授予期内摊销,并通常在4年内行权[53] - 截至2024年6月30日,公司预计将在2028年之前的不同日期支付3.839亿美元与递延现金薪酬计划相关的款项,具体取决于某些行权事件。该计划下的应付款项在授予期内摊销,并反映在流动负债的应计薪酬和福利中[54] - 公司第二季度员工薪酬和福利增加36%,达4.59亿美元,反映了较高的激励性�酬金计提、基本工资上涨以及新高管的薪酬开支[42] - 投资银行业务调整后薪酬比率为66.4%,同比下降0.6个百分点[87] - 投资管理业务调整后薪酬比率为52.0%,同比下降4.6个百分点[92] 公司荣誉 - 公司在2024年投资银行奖项中获得"并购投资银行"和"私募配售投资银行"两项大奖[2] - 公司还获得"并购交易年度交易"奖项,奖励日本钢铁公司150亿美元收购美国钢铁公司的交易[2] 财务状况 - 公司现金及现金等价物为6.32亿美元,投资证券及存单为11亿美元,流动资产超过流动负债16亿美元[46] - 公司在2024年6月30日止三个月和六个月期间分别确认与受限股单位和递延现金薪酬计划相关的薪酬费用为1.284亿美元和2.464亿美元,以及1.239亿美元和2.307亿美元[52] - 投资银行业务营业利润率为12.0%,同比增长0.8个百分点[97] - 资产管理业务营业利润率为28.1%,同比增长5.9个百分点[102] - 投资银行和证券业务净收入为4.87亿美元,同比增长0.9%[105] - 资产管理和行政费收入为1,657万美元,同比下降13.6%[108] - 公司总体净收入为12.7亿美元,同比增长18.6%[111] - 公司总体员工薪酬和福利费用为8.47亿美元,同比增长20.0%[112] - 公司总体营业利润为1.93亿美元,同比增长17.4%[113] - 投资管理业务调整后营业利润率为31.6%,同比提高5.9个百分点[92]
Evercore (EVR) Earnings Expected to Grow: Should You Buy?
ZACKS· 2024-07-17 23:09
The market expects Evercore (EVR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Ju ...
Restaurant Brands International Inc. to Participate in Evercore ISI Consumer and Retail Conference
Prnewswire· 2024-06-10 18:30
TORONTO, June 10, 2024 /PRNewswire/ - Restaurant Brands International Inc. (TSX: QSR) (NYSE: QSR) (TSX: QSP) ("RBI") announced today that Chief Executive Officer, Josh Kobza, and Executive Chairman, Patrick Doyle, will participate in a fireside chat at the Evercore ISI Consumer and Retail Conference on June 13, 2024 at 9:30am Eastern Time.A live audio webcast will be available on the company's investor relations website (http://rbi.com/investors) and will be available for 30 days following the event.About R ...
Mondelēz International to Present at the 4th Annual Evercore ISI Consumer & Retail Conference on June 13, 2024
GlobeNewswire News Room· 2024-06-08 02:00
CHICAGO, June 07, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ: MDLZ) today announced that Luca Zaramella, Chief Financial Officer, will present at the 4th Annual Evercore ISI Consumer & Retail Conference, on Thursday, June 13, 2024, at 10:15 a.m. ET. A listen-only webcast will be provided at www.mondelezinternational.com/investors and a replay of the event will also be available on the company's website. About Mondelēz InternationalMondelēz International, Inc. (Nasdaq: MDLZ) empowers peopl ...
Evercore Warns That Nvidia Stock Is No Longer an S&P 500 ‘Linchpin'
Investor Place· 2024-05-31 00:13
Nvidia (NASDAQ:NVDA) stock is in the news Thursday after Evercore warned its clients that the tech company's shares are no longer a "linchpin" for the S&P 500. Evercore points to the performance of the S&P 500 following Nvidia's Q1 earnings report earlier this week. While Nvidia stock underwent a massive rally on strong Q1 results, the S&P 500 didn't move in sympathy with the shares. Evercore argues that this could mean that Nvidia doesn't carry the weight needed to move the S&P 500. It could also be a sign ...
The Vita Coco Company to Participate in the 4th Annual Evercore ISI Consumer and Retail Conference
GlobeNewswire News Room· 2024-05-30 20:00
NEW YORK, May 30, 2024 (GLOBE NEWSWIRE) -- The Vita Coco Company, Inc. (NASDAQ: COCO) ("Vita Coco" or the "Company"), a leading high-growth platform of better-for-you beverage brands, today announced that the Company will participate in the 4th Annual Evercore ISI Consumer and Retail Conference on June 12, 2024. The conference will be held virtually. Martin Roper, Chief Executive Officer, and Corey Baker, Chief Financial Officer, will participate in a virtual fireside chat on Wednesday, June 12, 2024 at 12: ...
Genuine Parts Company to Present at the Evercore ISI Consumer and Retail Conference
prnewswire.com· 2024-05-29 20:30
ATLANTA, May 29, 2024 /PRNewswire/ -- Genuine Parts Company (NYSE: GPC), a leading global distributor of automotive and industrial replacement parts, announced today that Will Stengel, President & CEO-elect, and Bert Nappier, EVP & CFO, will present virtually at the 4th Annual Evercore ISI Consumer and Retail Conference at 8:45 a.m. ET on Wednesday, June 12, 2024. The presentation will be webcast live on the company's investor relations website. A replay of the webcast will be available after the event. Abo ...
Bath & Body Works to Present at the Evercore ISI Consumer and Retail Conference
globenewswire.com· 2024-05-29 00:00
COLUMBUS, Ohio, May 28, 2024 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) announced today that Eva Boratto, chief financial officer, will participate in a fireside chat at the Evercore ISI Consumer & Retail Conference on Tuesday, June 11, 2024, at 11:00 a.m. EDT. A live audio webcast will be available at the time of the event and may be accessed through the Events and Presentations section of the company's website at https://investors.bbwinc.com/financial-reporting/eventspresentations. The webca ...
Why Is Evercore (EVR) Up 9% Since Last Earnings Report?
zacks.com· 2024-05-25 00:38
A month has gone by since the last earnings report for Evercore (EVR) . Shares have added about 9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Evercore due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Evercore Q1 Earnings Miss Estimates, Revenues Rise Y/YEverco ...
Evercore(EVR) - 2024 Q1 - Quarterly Report
2024-05-09 04:06
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _____________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-32975 ________________________________________________ ...