EFG International AG (EFGIF)
OTHER OTC:EFGIF
Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.9Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a strongly positive operating performance: record AUM, robust net new assets, double-digit revenue growth, higher revenue margins, record profits, improved efficiency and solid capital/liquidity metrics. Challenges are primarily legacy-related (litigation provision, reduced life-insurance contribution) and external headwinds (weak USD, interest-rate sensitivity and short-term acquisition drag). Management has active derisking, credible cost-savings delivery, clear targets for 2026–28 and scope for further M&A, which supports confidence that positives materially outweigh the contained lowlights.Company Guidance
Record Assets Under Management (AUM)
AUM reached a record CHF 185 billion in 2025, up 12% year-on-year, providing a strong starting point (+10% head start vs 2025 average AUM) for the 2026 cycle.
Strong Net New Assets (NNA)
Net new assets totaled CHF 11.3 billion (6.8% growth YoY), the highest nominal NNA since the global financial crisis and the second-highest growth rate in company history.
Record Operating Performance
Operating income was CHF 493 million, up 26% year-on-year, and core private banking operating profit was CHF 425 million (+18% YoY), reflecting improved revenue conversion and operational leverage.
Record IFRS Net Profit and EPS
Reported IFRS net profit was a record CHF 325 million (CHF 339 million excluding exceptionals, +6% YoY), with highest-ever EPS of CHF 1.03 and return on tangible equity above 18%.
Revenue Growth and Margin Resilience
Total revenue grew 11% in 2025 (8% excluding exceptionals); full-year revenue margin improved to 98 basis points (from 96), H2 revenue margin 93 bps (up vs prior update), and commission income rose 17% with commission margin at 46 bps.
Mandate Penetration and Recurring Revenues
Mandate penetration reached 67% (within target range 65%-70%), supporting a higher share of recurring commission income and improved revenue quality.
Cost Management and Efficiency Gains
Headline cost-to-income ratio improved to 69.8%; Simplicity program exceeded targets delivering CHF 66 million of savings (vs initial CHF 40m target and extended CHF 60m target). New 2026–28 efficiency program targets CHF 70–80 million.
Capital and Liquidity Strength
Common Equity Tier 1 ratio reported at 14% (effectively ~14.4% after potential instrument call), strong gross capital generation of over 500 basis points during the year and net capital generation of 1.6%; LCR at 270% and liquid assets >CHF 18 billion.
Commercial and Strategic Momentum
Three acquisitions announced in 12 months (two adding ~CHF 12 billion AUM included in 2025 results; Quilvest announced in Jan 2026 adds ~CHF 4 billion), total CRO headcount 763, 79 CROs hired/signed in 2025, and AUM per CRO (like-for-like) at CHF 363 million.
Derisking of Legacy Insurance Exposure
Life-insurance carrying value reduced to ~CHF 260 million at end-2025 (from CHF 360m end-2024 and >CHF 500m at cycle start), reflecting active derisking and lower expected future P&L volatility from this book.
EFGIF 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
EFGIF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $23.88 | $23.04 | -3.53% |
Jul 23, 2025 | $19.64 | $20.58 | +4.76% |
Feb 19, 2025 | $14.67 | $14.31 | -2.45% |
Jul 24, 2024 | $14.03 | $14.08 | +0.36% |
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 AG (EFGIF) report earnings?
EFG International AG (EFGIF) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is EFG International AG (EFGIF) earnings time?
EFG International AG (EFGIF) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is EFGIF EPS forecast?
Currently, no data Available