Equitable (EQH) Revenue & Revenue Breakdown


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Equitable Revenue Highlights


Latest Revenue (Y)

$10.53B

Latest Revenue (Q)

$3.51B

Main Segment (Y)

Investment Advice

Equitable Revenue by Period


Equitable Revenue by Year

DateRevenueChange
2023-12-31$10.53B-16.74%
2022-12-31$12.64B14.57%
2021-12-31$11.04B-11.11%
2020-12-31$12.41B29.44%
2019-12-31$9.59B-20.59%
2018-12-31$12.08B-3.48%
2017-12-31$12.51B5.15%
2016-12-31$11.90B18.08%
2015-12-31$10.08B-22.84%
2014-12-31$13.06B-

Equitable generated $10.53B in revenue during NA 2023, up -16.74% compared to the previous quarter, and up 87.17% compared to the same period a year ago.

Equitable Revenue by Quarter

DateRevenueChange
2024-06-30$3.51B57.40%
2024-03-31$2.23B2.76%
2023-12-31$2.17B-40.12%
2023-09-30$3.62B52.46%
2023-06-30$2.38B0.85%
2023-03-31$2.36B29.79%
2022-12-31$1.82B-39.65%
2022-09-30$3.01B-41.78%
2022-06-30$5.17B31.03%
2022-03-31$3.94B18.87%
2021-12-31$3.32B-8.22%
2021-09-30$3.62B22.54%
2021-06-30$2.95B155.85%
2021-03-31$1.15B123.45%
2020-12-31$516.00M-71.96%
2020-09-30$1.84B-172.73%
2020-06-30$-2.53B-120.09%
2020-03-31$12.59B645.59%
2019-12-31$1.69B-44.22%
2019-09-30$3.03B-4.18%
2019-06-30$3.16B84.36%
2019-03-31$1.71B-66.75%
2018-12-31$5.16B375.99%
2018-09-30$1.08B-63.44%
2018-06-30$2.96B4.48%
2018-03-31$2.83B-6.09%
2017-12-31$3.02B7.59%
2017-09-30$2.81B-27.72%
2017-06-30$3.88B37.17%
2017-03-31$2.83B88.92%
2016-12-31$1.50B-30.49%
2016-09-30$2.15B-47.74%
2016-06-30$4.12B-

Equitable generated $3.51B in revenue during Q2 2024, up 57.40% compared to the previous quarter, and up 148.92% compared to the same period a year ago.

Equitable Revenue Breakdown


Equitable Revenue Breakdown by Product

Annual Revenue by Product

Product/ServiceDec 23Dec 22Dec 21Dec 20Dec 19
Investment Advice$160.00M$134.00M$126.00M$113.00M$104.00M

Equitable's latest annual revenue breakdown by segment (product or service), as of Dec 23: Investment Advice (100.00%).

Quarterly Revenue by Product

Product/ServiceMar 24Dec 22Sep 22Jun 22Mar 22Dec 21Sep 21Jun 21Mar 21Dec 20Sep 20Jun 20Mar 20Dec 19Sep 19Jun 19Mar 19Dec 18Sep 18Jun 18
Investment Advice$42.00M$33.00M$41.00M$32.00M$28.00M$32.00M$32.00M$32.00M$30.00M$31.00M$28.00M$27.00M$27.00M$79.00M$26.00M$26.00M$25.00M$115.00M$103.00M$107.00M
Base Fees---------------$742.00M$705.00M---
Distribution Service---------------$180.00M$172.00M$176.00M$184.00M$183.00M
Other Revenues---------------$5.00M$4.00M---
Performance-Based Fees---------------$12.00M$4.00M---
Investment Advisory, Management and Administrative Service---------------$1.06B$993.00M$1.05B$1.09B$1.07B
Service, Other---------------$133.00M$120.00M$125.00M$120.00M$122.00M
Research Fees---------------$106.00M$90.00M---
Shareholder Service---------------$19.00M$18.00M$18.00M$20.00M$18.00M
Financial Service, Other-----------------$3.00M$5.00M$5.00M
Investment Performance-----------------$35.00M$42.00M$35.00M
Asset Management-----------------$699.00M$734.00M$720.00M

Equitable's latest quarterly revenue breakdown by segment (product or service), as of Mar 24: Investment Advice (100.00%).

Equitable Revenue Breakdown by Country

Quarterly Revenue by Country

CountryDec 22Sep 22Jun 22Mar 22Dec 21Sep 21Jun 21Mar 21Dec 20Sep 20Jun 20Mar 20Dec 19Sep 19Jun 19Mar 19Dec 18Sep 18Jun 18Mar 18
Investment Advice$33.00M$41.00M$32.00M$28.00M$32.00M$32.00M$32.00M$30.00M$31.00M$28.00M$27.00M$27.00M$79.00M$26.00M$26.00M$25.00M$115.00M$103.00M$107.00M$114.00M
Research Fees--------------$106.00M$90.00M----
Investment Advisory, Management and Administrative Service--------------$1.06B$993.00M$1.05B$1.09B$1.07B-
Service, Other--------------$133.00M$120.00M$125.00M$120.00M$122.00M$112.00M
Base Fees--------------$742.00M$705.00M----
Distribution Service--------------$180.00M$172.00M$176.00M$184.00M$183.00M$180.00M
Other Revenues--------------$5.00M$4.00M----
Performance-Based Fees--------------$12.00M$4.00M----
Shareholder Service--------------$19.00M$18.00M$18.00M$20.00M$18.00M$20.00M
Asset Management----------------$699.00M$734.00M$720.00M$724.00M
Financial Service, Other----------------$3.00M$5.00M$5.00M$6.00M
Investment Performance----------------$35.00M$42.00M$35.00M$6.00M
Investment Advisory, Management And Administrative Service-------------------$1.05B

Equitable's latest quarterly revenue breakdown by geography, as of Dec 22: Investment Advice (100.00%).

Equitable Peer Comparison by Revenue


TickerCompanyLast Year RevenueLast Quarter Revenue
AIGAmerican Group$47.25B$6.56B
SLFSun Life Financial$32.66B$7.25B
ACGLArch Capital Group$13.63B$4.06B
EQHEquitable$10.53B$3.51B
ORIOld Republic$7.30B$1.82B
WDHWaterdrop$2.63B$704.70M
ESGREnstar Group$1.43B$236.00M
IGICInternational General Insurance$471.60M$127.90M
GSHDGoosehead Insurance$261.28M$78.09M

EQH Revenue FAQ


Equitable's yearly revenue for 2023 was $10.53B, representing a decrease of -16.74% compared to 2022. The company's yearly revenue for 2022 was $12.64B, representing an increase of 14.57% compared to 2021. EQH's yearly revenue for 2021 was $11.04B, representing a decrease of -11.11% compared to 2020.

Equitable's quarterly revenue for Q2 2024 was $3.51B, a 57.40% increase from the previous quarter (Q1 2024), and a 47.67% increase year-over-year (Q2 2023). The company's quarterly revenue for Q1 2024 was $2.23B, a 2.76% increase from the previous quarter (Q4 2023), and a -5.39% decrease year-over-year (Q1 2023). EQH's quarterly revenue for Q4 2023 was $2.17B, a -40.12% decrease from the previous quarter (Q3 2023), and a 19.49% increase year-over-year (Q4 2022).

Equitable's revenue growth rate for the last 3 years (2021-2023) was -4.60%, and for the last 5 years (2019-2023) was 9.77%.

Equitable's revenue streams in c 23 are Investment Advice

For the fiscal year ending Dec 23, the largest source of revenue of Equitable was Investment Advice. This segment made a revenue of $160M, representing 100.00% of the company's total revenue.