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Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $12.4B | $7.6B | $12.6B | $10.5B | $12.4B | $11.7B |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
| Net income | -$648.0M | $1.8B | $2.1B | $1.3B | $1.3B | -$1.4B |
| Diluted EPS | -$1.56 | $3.98 | $5.42 | $3.42 | $3.69 | -$4.83 |
| Operating cash flow | -$61.0M | -$193.0M | -$250.0M | -$208.0M | $2.0B | $714.0M |
| Free cash flow | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — |
| Net margin | -5.2% | 23.0% | 16.9% | 12.3% | 10.3% | -11.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.5B | $3.1B | $3.6B | $4.6B | $2.4B | $1.4B | $3.3B | $4.2B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $428.0M | -$132.0M | $892.0M | $63.0M | -$349.0M | -$1.3B | $215.0M | $621.0M |
| Diluted EPS | $1.23 | -$0.46 | $2.69 | $0.16 | -$1.21 | -$4.47 | $0.69 | $2.14 |
| Operating cash flow | $892.0M | $683.0M | $400.0M | $158.0M | $341.0M | $369.0M | -$154.0M | $499.0M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 12.2% | -4.3% | 24.7% | 1.4% | -14.8% | -90.3% | 6.6% | 14.7% |
Headlines for EQH-PC will appear here once the news feed is connected.
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 7,958 | $49.01 | $390,042.27 | filing |
| 2026-07-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 4,200 | $49.03 | $205,913.82 | filing |
| 2026-07-15 | HURD JEFFREY J· Chief Operating Officer | Option exercise | 9,358 | $21.34 | $199,699.72 | filing |
| 2026-07-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 1,400 | $48.01 | $67,209.94 | filing |
| 2026-07-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 800 | $48.02 | $38,415.04 | filing |
| 2026-06-18 | Pearson Mark· President and CEO | Sale | 39,700 | $45.29 | $1.8M | filing |
| 2026-06-18 | Pearson Mark· President and CEO | Option exercise | 27,200 | $23.18 | $630,496.00 | filing |
| 2026-06-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 9,358 | $45.11 | $422,118.79 | filing |
| 2026-06-15 | HURD JEFFREY J· Chief Operating Officer | Sale | 5,000 | $45.11 | $225,574.50 | filing |
| 2026-06-15 | HURD JEFFREY J· Chief Operating Officer | Option exercise | 9,358 | $21.34 | $199,699.72 | filing |
| 2026-06-10 | Eckert William James IV· Chief Accounting Officer | Sale | 6,200 | $41.83 | $259,346.00 | filing |
| 2026-06-08 | BERNSTEIN SETH P· See Remarks | Award | 131 | $0.00 | $0.00 | filing |
| 2026-06-08 | Meyers Kurt· Chief Legal Officer, Secretary | Award | 250 | $0.00 | $0.00 | filing |
| 2026-06-08 | Raju Robin M· Chief Financial Officer | Award | 406 | $0.00 | $0.00 | filing |
| 2026-06-08 | Lane Nick· See Remarks | Award | 398 | $0.00 | $0.00 | filing |
| 2026-06-08 | HURD JEFFREY J· Chief Operating Officer | Award | 344 | $0.00 | $0.00 | filing |
| 2026-06-08 | Pearson Mark· President and CEO | Award | 1,719 | $0.00 | $0.00 | filing |
| 2026-06-08 | Eckert William James IV· Chief Accounting Officer | Award | 61 | $0.00 | $0.00 | filing |
| 2026-06-04 | SCOTT BERTRAM L | Sale | 2,470 | $41.08 | $101,477.97 | filing |
| 2026-05-20 | LAMMTENNANT JOAN M | Award | 6,897 | $42.05 | $290,018.85 | filing |
| 2026-05-20 | Dachille Douglas A. | Award | 4,400 | $42.05 | $185,020.00 | filing |
| 2026-05-20 | Kaye Daniel G | Award | 4,400 | $42.05 | $185,020.00 | filing |
| 2026-05-20 | Stonehill Charles G.T. | Award | 4,400 | $42.05 | $185,020.00 | filing |
| 2026-05-20 | SCOTT BERTRAM L | Award | 4,400 | $42.05 | $185,020.00 | filing |
| 2026-05-20 | MacKay Craig C | Award | 4,400 | $42.05 | $185,020.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.