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JEF

Financial Services

Jefferies Financial Group Inc.

Next Earnings: Q4 2025
Wednesday, January 7, 2026
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JEF EPS History & Predictions
Actual
Consensus
$0.18$0.68$1.17$1.67$2.17Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025ACTUAL RELEASING WED, JAN 7Wall St: $0.83ACTUAL?$0.86
GPT
$1.94
Gemini
Gemini 3 Pro
$0.88
Claude
$0.86
Grok
Grok
Wall Street
$0.83consensus
GPT-5.2
$0.86
Gemini
Gemini 3 Pro
$1.94
Claude-opus
$0.88
Grok
Grok-4
$0.86
Q4 2025 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouter

EPS

$0.86

Revenue

$2.80B

Conf.

54%

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Gemini 3 Pro
openrouter

EPS

$1.94

Revenue

$3.45B

Conf.

92%

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Claude-opus
openrouter

EPS

$0.88

Revenue

$2.82B

Conf.

68%

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Grok-4
openrouter

EPS

$0.86

Revenue

$2.95B

Conf.

75%

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Predictions Comparison
AI model predictions compared to Wall Street consensus
ModelEPS EstimateRevenue Estimatevs ConsensusConfidence
GPT-5.2openrouter
$0.86$2.80B+3.6%54%
Gemini 3 Proopenrouter
$1.94$3.45B+133.7%92%
Claude-opusopenrouter
$0.88$2.82B+6.0%68%
Grok-4openrouter
$0.86$2.95B+3.6%75%
Wall Street Consensus$0.83$2.01B
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus

Consensus EPS

Last Reported EPS

$1.04

Last Surprise

Report Date

10/9/2025

Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
Fiscal Quarter EndDate ReportedEarnings Per Share*Consensus EPS* Forecast% Surprise
Q3 202510/9/20251.040.00
Q2 20257/9/20250.410.00
Q1 20254/9/20250.600.00
Q4 20241/28/20250.960.00

* EPS values are adjusted for stock splits

Financial Statements
Historical data with AI projections for Q4 2025
All values in Billions (USD) unless otherwise noted
AI Projections
Line ItemQ4 2024Q1 2025Q2 2025Q3 2025
GPT-5.2Q4 2025
Gemini 3 ProQ4 2025
Claude-opusQ4 2025
Grok-4Q4 2025
Revenue
Revenue2.852.472.492.91
2.80-3.7%
3.45+18.7%
2.82-3.0%
2.95+1.5%
Cost Of Revenue1.190.9921.031.15
1.10-4.7%
1.38+19.6%
1.13-2.1%
1.25+8.3%
Cost & Gross Profit
Gross Profit1.661.481.471.75
1.70-3.0%
2.07+18.1%
1.69-3.6%
1.70-3.0%
Cost And Expenses1.591.361.432.67
1.55-41.8%
2.04-23.3%
1.68-37.0%
1.70-36.2%
Operating Expenses
Research And Development Expenses00.0720.0800.145
0.100-30.8%
0.155+7.2%
0.085-41.2%
0.080-44.7%
General And Administrative Expenses0.2460.2420.2550.484
0.270-44.2%
0.510+5.3%
0.275-43.2%
0.260-46.3%
Selling And Marketing Expenses0000
0
0
0
0
Selling General And Administrative Expenses0.2460.2420.2550.484
0.270-44.2%
0.510+5.3%
0.275-43.2%
0.260-46.3%
Other Expenses0.1580.0490.0670.882
0.170-80.7%
0-100.0%
0.190-78.5%
0.080-90.9%
Operating Expenses0.4040.3630.4021.51
0.450-70.2%
0.665-56.0%
0.550-63.6%
0.450-70.2%
Interest Expense0.8950.8800.8600.860
0.875+1.7%
0.880+2.3%
0.870+1.1%
0.880+2.3%
Total Other Income Expenses Net-0.953-0.966-0.9300.089
-0.990
-0.880
-0.845
-0.920
Income Tax Expense0.0860.0140.0440.089
0.070-22.2%
0.137+52.8%
0.082-8.2%
0.085-4.8%
Other Income/Expense
Net Interest Income-0.895-0.880-0.860-0.860
-0.875-1.7%
-0.880-2.3%
-0.870-1.1%
-0.880-2.3%
Interest Income0000
0
0
0
0
Non Operating Income Excluding Interest0.0580.0870.070-0.089
0.055+161.6%
0+100.0%
0.025+128.0%
0.060+167.2%
Other Adjustments To Net Income0000
0
0
0
0
Net Income & EPS
Operating Income1.261.121.070.243
1.25+415.5%
1.41+479.4%
1.14+370.1%
1.25+415.5%
Income Before Tax0.3050.1510.1350.332
0.261-21.5%
0.525+58.2%
0.295-11.1%
0.380+14.5%
Net Income From Continuing Operations0.2190.1370.0910.243
0.184-24.1%
0.430+77.3%
0.213-12.2%
0.195-19.6%
Net Income From Discontinued Operations0.005000
0
0.003
0
0
Net Income0.2320.1440.0990.253
0.191-24.4%
0.433+71.5%
0.213-15.7%
0.195-22.8%
Net Income Deductions0000
0
0
0
0
Bottom Line Net Income0.2070.1280.0880.224
0.170-24.1%
0.433+93.3%
0.196-12.5%
0.173-22.8%
Eps$0.9600$0.6000$0.4100$1.04
$0.8900-14.4%
$1.94+86.5%
$0.9100-12.5%
$0.9000-13.5%
Eps Diluted0.930.570.401.01
0.86-14.9%
1.92+90.1%
0.88-12.9%
0.86-14.9%
Other
Filing Date0.0000.0000.0000.000
Fiscal Year0.0000.0000.0000.000
Depreciation And Amortization0.0560.0330.0550.053
0.055+3.3%
0.060+12.7%
0.055+3.3%
0.055+3.3%
Ebitda1.261.061.050.385
0.316-18.1%
1.47+280.5%
0.350-9.1%
0.435+13.0%
Ebit1.201.030.9950.332
0.261-21.5%
1.41+323.4%
0.295-11.1%
0.380+14.5%
Weighted Average Shs Out213,747,000214,536,000215,097,000215,293,000
214,000,000-0.6%
215,000,000-0.1%
215,500,000+0.1%
216,000,000+0.3%
Weighted Average Shs Out Dil223,650,000222,448,000221,897,000222,715,000
221,500,000-0.5%
225,000,000+1.0%
223,000,000+0.1%
227,000,000+1.9%