Equitable (EQH) Revenue & Revenue Breakdown

Overview ForecastOwnership Financials Chart Transcripts

Equitable Revenue Highlights

Latest Revenue (Y)

$10.53B

Latest Revenue (Q)

$2.94B

Main Segment (Y)

Investment Advice

Equitable Revenue by Period

Equitable Revenue by Year

Date	Revenue	Change
2023-12-31	$10.53B	-16.74%
2022-12-31	$12.64B	14.57%
2021-12-31	$11.04B	-11.11%
2020-12-31	$12.41B	29.44%
2019-12-31	$9.59B	-20.59%
2018-12-31	$12.08B	-3.48%
2017-12-31	$12.51B	5.15%
2016-12-31	$11.90B	18.08%
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

Date	Revenue	Change
2024-09-30	$2.94B	-19.21%
2024-06-30	$3.64B	63.36%
2024-03-31	$2.23B	2.76%
2023-12-31	$2.17B	-40.12%
2023-09-30	$3.62B	52.46%
2023-06-30	$2.38B	0.85%
2023-03-31	$2.36B	29.79%
2022-12-31	$1.82B	-39.65%
2022-09-30	$3.01B	-41.78%
2022-06-30	$5.17B	31.03%
2022-03-31	$3.94B	18.87%
2021-12-31	$3.32B	-8.22%
2021-09-30	$3.62B	22.54%
2021-06-30	$2.95B	155.85%
2021-03-31	$1.15B	123.45%
2020-12-31	$516.00M	-71.96%
2020-09-30	$1.84B	-172.73%
2020-06-30	$-2.53B	-120.09%
2020-03-31	$12.59B	645.59%
2019-12-31	$1.69B	-44.22%
2019-09-30	$3.03B	-4.18%
2019-06-30	$3.16B	84.36%
2019-03-31	$1.71B	-66.75%
2018-12-31	$5.16B	375.99%
2018-09-30	$1.08B	-63.44%
2018-06-30	$2.96B	4.48%
2018-03-31	$2.83B	-6.09%
2017-12-31	$3.02B	7.59%
2017-09-30	$2.81B	-27.72%
2017-06-30	$3.88B	37.17%
2017-03-31	$2.83B	88.92%
2016-12-31	$1.50B	-30.49%
2016-09-30	$2.15B	-47.74%
2016-06-30	$4.12B	-

Equitable generated $2.94B in revenue during Q3 2024, up -19.21% compared to the previous quarter, and up 123.81% compared to the same period a year ago.

Equitable Revenue Breakdown

Equitable Revenue Breakdown by Product

Annual Revenue by Product

Product/Service	Dec 23	Dec 22	Dec 21	Dec 20	Dec 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/Service	Mar 24	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19	Jun 19	Mar 19	Dec 18	Sep 18	Jun 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

Country	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19	Jun 19	Mar 19	Dec 18	Sep 18	Jun 18	Mar 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

Ticker	Company	Last Year Revenue	Last Quarter Revenue
AIG	American Group	$47.25B	$973.00M
SLF	Sun Life Financial	$32.66B	$7.25B
ACGL	Arch Capital Group	$13.63B	$4.06B
EQH	Equitable	$10.53B	$2.94B
ORI	Old Republic	$7.30B	$2.12B
WDH	Waterdrop	$2.63B	$704.70M
ESGR	Enstar Group	$1.43B	$236.00M
IGIC	International General Insurance	$471.60M	$127.90M
GSHD	Goosehead Insurance	$261.28M	$78.03M

EQH Revenue FAQ

What is Equitable’s yearly revenue?

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.

What is Equitable’s quarterly revenue?

Equitable's quarterly revenue for Q3 2024 was $2.94B, a -19.21% decrease from the previous quarter (Q2 2024), and a -18.79% decrease year-over-year (Q3 2023). The company's quarterly revenue for Q2 2024 was $3.64B, a 63.36% increase from the previous quarter (Q1 2024), and a 53.26% increase year-over-year (Q2 2023). EQH'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).

What is Equitable’s revenue growth rate?

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%.

What are Equitable’s revenue streams?

Equitable's revenue streams in c 23 are Investment Advice

What is Equitable’s main source of revenue?

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.