- Adjusted EBITDA for the first half of 2025 reached €806 million, marking a 32% year-over-year increase, surpassing the estimated €775.5 million.
- The adjusted EBITDA margin improved to 60% compared to 56% year-over-year, exceeding the estimated 59.3%.
- Total revenue amounted to €1.27 billion, reflecting a 3.3% increase from last year, but slightly below the €1.29 billion estimate.
- Management fees rose by 9.7% year-over-year to €1.15 billion, beating the forecasted €1.13 billion.
- Adjusted operating expenses increased by 11% year-over-year to €534 million, compared to the estimated €526.8 million.
- Adjusted net income grew by 36% year-over-year to €682 million, outperforming the expected €604.9 million.
- Assets under management totaled €141 billion, marking a 6% increase, slightly below the anticipated €142.92 billion.
- Adjusted diluted EPS was €0.578, up from €0.422 year-over-year, and exceeded the estimated €0.53.
- Adjusted total revenue increased by 23% year-over-year to €1.34 billion, surpassing the projected €1.31 billion.
- Cash and cash equivalents declined by 38% year-over-year to €499 million, significantly below the estimated €1.03 billion.
- The company reported increased exit volumes in a volatile market, with total gross fund exits reaching €13 billion, more than tripling from the previous year.
- A buyback program of up to 5.5 million shares is planned between 18 July and 26 September 2025.
- Analyst recommendations included 9 buys, 7 holds, and 1 sell.
EQT on Smartkarma
Analyst coverage of EQT on Smartkarma is providing valuable insights for investors. Business Breakdowns, in their research report titled “EQT: Returns at Scale,” presented by Matt Russell and guest Sean Barrett, discusses the intricacies of analyzing alternative asset managers, particularly focusing on EQT. Sean Barrett sheds light on EQT and alternative asset investing. EQT, a thematic private markets investment manager headquartered in Stockholm with global operations, is highlighted as a significant player in the Alts space. The analysis, while not reflecting actual performance, offers an informative overview sourced from publicly available information.
A look at EQT Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, EQT shows a promising long-term outlook. With strong scores in Growth, Resilience, and Momentum, the company is positioned for future success. The Growth score of 5 indicates a positive trajectory for expansion and development, while the Resilience and Momentum scores of 4 suggest a stable and upward trend in the market. Although the Value and Dividend scores are not as high, the overall outlook for EQT looks favorable due to its impressive performance in key areas.
EQT AB, an investment firm with a global customer base, focuses on equity, ventures, infrastructure, and real estate properties. This diversified investment approach aligns well with its high scores in Growth, Resilience, and Momentum. By prioritizing growth opportunities, maintaining resilience in the face of challenges, and keeping up positive momentum, EQT is poised to deliver value to its stakeholders and sustain its success in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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