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EFG International (EFGXY)
OTHER OTC:EFGXY
Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.83Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operating and financial performance for 2025: record AUM, record IFRS net profit and EPS, robust revenue and commission margin expansion, meaningful cost savings and strong capital generation. Management highlighted sustained organic growth complemented by targeted M&A, prudent derisking of legacy life insurance exposures and clear efficiency programs. The principal negatives are legacy litigation (a CHF 59m provision in H2 and an ongoing UK trial with verdict expected summer 2026), muted life insurance contributions and currency/interest‑rate headwinds that introduce some volatility. Overall, the operational momentum, record metrics and clear mitigation actions for legacy items outweigh the remaining risks.Company Guidance
Record Assets Under Management and Strong Net New Assets
AUM reached a record CHF 185.0 billion, up ~12% year‑on‑year (from CHF 165.5bn). Net new assets (NNA) were CHF 11.3 billion, +6.8% YoY — the highest nominal NNA since the global financial crisis and an acceleration in Q4.
Record Revenues and Operating Profitability
Operating performance was near CHF 493 million, a +26% YoY increase. Revenue growth was +11% for the year (or +8% excluding exceptionals). Core private banking operating profit was CHF 425 million, +18% YoY.
Record IFRS Net Profit, EPS and ROTE
IFRS net profit was a record CHF 325 million (CHF 339m ex-exceptionals, +6% YoY). EPS was CHF 1.03 (highest ever) and return on tangible equity exceeded 18%.
Revenue Margin Resilience and Commission Momentum
Revenue margin improved (full‑year metrics cited: 98 bps vs 96 bps prior year; H2 run‑rate at c.93 bps). Commission income (high‑quality revenue) grew +17% and commission margin expanded; mandate penetration reached 67% (target 65–70%).
Sustained Cost Discipline and Efficiency Gains
Headline cost‑to‑income improved to ~69.8% (from ~84% in 2019). Like‑for‑like operating expenses rose ~3.7% (nominal +6% including acquisitions). FTEs fell on a comparable basis (3,114 to 3,037, ~80 FTE reduction). Simplicity program delivered CHF 66m of savings (above initial CHF 40–60m target); new 2026–28 program targets CHF 70–80m.
Strong Capital, Liquidity and Shareholder Returns
CET1 was 14% reported (effectively ~14.4% pro forma considering Tier 1 instrument unwind). Gross capital generation exceeded 500 bps during the year; net capital generation ~1.6% after RWA and dividends. LCR ~270%, liquid assets >CHF 18bn. Proposed record dividend CHF 0.65 per share (fifth consecutive increase) and ongoing share buyback program (11.8m shares bought in 2025; up to 9m shares to be acquired to July 2027).
Successful M&A Complementing Organic Growth
Three acquisitions announced/closed in 12 months totalling ~CHF 16bn AUM (two included in 2025 numbers contributed ~CHF 12bn). Acquisitions equated to roughly one year of NNA and strengthen strategic footprint (Quilvest adds ~CHF 4bn when closed).
Commercial Execution: CRO Hiring and Productivity
Total CROs at 763. Hires/signed in 2025: 79 (51 hired + 28 signed). AUM per CRO on a like‑for‑like basis ~CHF 363 million (CHF 342m including acquisitions). NNA composition returned to ~65% from new CROs / ~35% from existing CROs.
Derisking of Legacy Insurance Portfolio
Life insurance exposure reduced: carrying value down to ~CHF 260 million (from CHF 360m at end‑2024 and >CHF 500m at cycle start), indicating ongoing derisking and lower expected future contribution from this legacy area.
EFGXY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EFGXY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $24.55 | $24.01 | -2.22% |
Jul 23, 2025 | $20.27 | $20.96 | +3.43% |
Feb 19, 2025 | $15.30 | $14.86 | -2.88% |
Jul 24, 2024 | $14.64 | $14.69 | +0.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does EFG International (EFGXY) report earnings?
EFG International (EFGXY) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is EFG International (EFGXY) earnings time?
EFG International (EFGXY) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EFGXY EPS forecast?
Currently, no data Available