Equitable Holdings stock kpis
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Operating Income by Segment
Shows profit generated by each business unit (e.g., retirement, protection, asset management), highlighting which segments drive earnings, margin trends, and operational efficiency. Helpful for spotting durable cash generators versus units that rely on investment returns or are sensitive to interest rates and claims volatility.
Equitable’s operating-income mix is shifting toward fee‑earning businesses: Asset Management and Wealth show steady, accelerating profitability consistent with record AUMA and AB momentum, while Retirement’s big jump in mid‑2025 reflects a reporting consolidation (Individual/Group rolled into “Retirement”) plus improving NIM and strong inflows. Offsetting gains, Corporate & Other remains a sizable, growing drag driven by compensation accruals and elevated mortality, and Protection/Legacy lines largely disappear—likely due to disposals/reclassification (Employee Benefits sale). Net: organic fee growth drives upside, but corporate losses and alt volatility are key risks.
EQH Operating Income by Segment
| Date | Corporate & Other | Asset Management | Retirement | Individual Retirement | Group Retirement | Protection Solutions | Wealth Management | Legacy |
|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | -$64.00M | $152.00M | $432.00M | $0.00 | $0.00 | $0.00 | $75.00M | $0.00 |
| Jun 30, 2026 | -$135.00M | $158.00M | $402.00M | $0.00 | $0.00 | $0.00 | $63.00M | $0.00 |
| Mar 31, 2026 | -$119.00M | $140.00M | $396.00M | $0.00 | $0.00 | $0.00 | $55.00M | $0.00 |
| Dec 31, 2025 | -$123.00M | $160.00M | $410.00M | $0.00 | $0.00 | $0.00 | $66.00M | $0.00 |
| Sep 30, 2025 | -$159.00M | $154.00M | $401.00M | $0.00 | $0.00 | $0.00 | $59.00M | $0.00 |
| Jun 30, 2025 | -$139.00M | $131.00M | $0.00 | $215.00M | $124.00M | -$58.00M | $51.00M | $28.00M |
| Mar 31, 2025 | -$104.00M | $126.00M | $0.00 | $216.00M | $130.00M | -$17.00M | $46.00M | $24.00M |
| Dec 31, 2024 | -$128.00M | $161.00M | $0.00 | $266.00M | $132.00M | $32.00M | $47.00M | $12.00M |
| Sep 30, 2024 | -$99.00M | $111.00M | $0.00 | $225.00M | $141.00M | $46.00M | $50.00M | $27.00M |
| Jun 30, 2024 | -$116.00M | $101.00M | $0.00 | $234.00M | $123.00M | $67.00M | $44.00M | $41.00M |
| Mar 31, 2024 | -$105.00M | $106.00M | $0.00 | $228.00M | $126.00M | $41.00M | $43.00M | $51.00M |
| Dec 31, 2023 | -$55.00M | $114.00M | $0.00 | $206.00M | $98.00M | $28.00M | $45.00M | $40.00M |
| Sep 30, 2023 | -$116.00M | $99.00M | $0.00 | $210.00M | $105.00M | $34.00M | $40.00M | $41.00M |
| Jun 30, 2023 | -$110.00M | $99.00M | $0.00 | $234.00M | $107.00M | $24.00M | $42.00M | $45.00M |
| Mar 31, 2023 | -$81.00M | $99.00M | $0.00 | $200.00M | $89.00M | -$35.00M | $32.00M | $60.00M |
| Dec 31, 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Sep 30, 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Jun 30, 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Mar 31, 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Dec 31, 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Sep 30, 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Jun 30, 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Mar 31, 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
