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JEF
Financial ServicesJefferies Financial Group Inc.
Next Earnings: Q4 2025
Wednesday, January 7, 2026
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JEF EPS History & Predictions
Actual
Consensus
Wall Street
$0.83consensus
GPT-5.2
$0.86▲
Gemini 3 Pro
$1.94▲
Claude-opus
$0.88▲
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
openrouterEPS
$0.86
Revenue
$2.80B
Conf.
54%Click for details →
Gemini 3 Pro
openrouterEPS
$1.94
Revenue
$3.45B
Conf.
92%Click for details →
Claude-opus
openrouterEPS
$0.88
Revenue
$2.82B
Conf.
68%Click for details →
Grok-4
openrouterEPS
$0.86
Revenue
$2.95B
Conf.
75%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
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 End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q3 2025 | 10/9/2025 | 1.04 | — | 0.00 |
| Q2 2025 | 7/9/2025 | 0.41 | — | 0.00 |
| Q1 2025 | 4/9/2025 | 0.60 | — | 0.00 |
| Q4 2024 | 1/28/2025 | 0.96 | — | 0.00 |
* 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
| Line Item | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | GPT-5.2Q4 2025 | Gemini 3 ProQ4 2025 | Claude-opusQ4 2025 | Grok-4Q4 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | ||||||||
| Revenue | 2.85 | 2.47 | 2.49 | 2.91 | 2.80-3.7% | 3.45+18.7% | 2.82-3.0% | 2.95+1.5% |
| Cost Of Revenue | 1.19 | 0.992 | 1.03 | 1.15 | 1.10-4.7% | 1.38+19.6% | 1.13-2.1% | 1.25+8.3% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 1.66 | 1.48 | 1.47 | 1.75 | 1.70-3.0% | 2.07+18.1% | 1.69-3.6% | 1.70-3.0% |
| Cost And Expenses | 1.59 | 1.36 | 1.43 | 2.67 | 1.55-41.8% | 2.04-23.3% | 1.68-37.0% | 1.70-36.2% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 0 | 0.072 | 0.080 | 0.145 | 0.100-30.8% | 0.155+7.2% | 0.085-41.2% | 0.080-44.7% |
| General And Administrative Expenses | 0.246 | 0.242 | 0.255 | 0.484 | 0.270-44.2% | 0.510+5.3% | 0.275-43.2% | 0.260-46.3% |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.246 | 0.242 | 0.255 | 0.484 | 0.270-44.2% | 0.510+5.3% | 0.275-43.2% | 0.260-46.3% |
| Other Expenses | 0.158 | 0.049 | 0.067 | 0.882 | 0.170-80.7% | 0-100.0% | 0.190-78.5% | 0.080-90.9% |
| Operating Expenses | 0.404 | 0.363 | 0.402 | 1.51 | 0.450-70.2% | 0.665-56.0% | 0.550-63.6% | 0.450-70.2% |
| Interest Expense | 0.895 | 0.880 | 0.860 | 0.860 | 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 | -0.930 | 0.089 | -0.990 | -0.880 | -0.845 | -0.920 |
| Income Tax Expense | 0.086 | 0.014 | 0.044 | 0.089 | 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 Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Non Operating Income Excluding Interest | 0.058 | 0.087 | 0.070 | -0.089 | 0.055+161.6% | 0+100.0% | 0.025+128.0% | 0.060+167.2% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 1.26 | 1.12 | 1.07 | 0.243 | 1.25+415.5% | 1.41+479.4% | 1.14+370.1% | 1.25+415.5% |
| Income Before Tax | 0.305 | 0.151 | 0.135 | 0.332 | 0.261-21.5% | 0.525+58.2% | 0.295-11.1% | 0.380+14.5% |
| Net Income From Continuing Operations | 0.219 | 0.137 | 0.091 | 0.243 | 0.184-24.1% | 0.430+77.3% | 0.213-12.2% | 0.195-19.6% |
| Net Income From Discontinued Operations | 0.005 | 0 | 0 | 0 | 0 | 0.003 | 0 | 0 |
| Net Income | 0.232 | 0.144 | 0.099 | 0.253 | 0.191-24.4% | 0.433+71.5% | 0.213-15.7% | 0.195-22.8% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 0.207 | 0.128 | 0.088 | 0.224 | 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 Diluted | 0.93 | 0.57 | 0.40 | 1.01 | 0.86-14.9% | 1.92+90.1% | 0.88-12.9% | 0.86-14.9% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 0.056 | 0.033 | 0.055 | 0.053 | 0.055+3.3% | 0.060+12.7% | 0.055+3.3% | 0.055+3.3% |
| Ebitda | 1.26 | 1.06 | 1.05 | 0.385 | 0.316-18.1% | 1.47+280.5% | 0.350-9.1% | 0.435+13.0% |
| Ebit | 1.20 | 1.03 | 0.995 | 0.332 | 0.261-21.5% | 1.41+323.4% | 0.295-11.1% | 0.380+14.5% |
| Weighted Average Shs Out | 213,747,000 | 214,536,000 | 215,097,000 | 215,293,000 | 214,000,000-0.6% | 215,000,000-0.1% | 215,500,000+0.1% | 216,000,000+0.3% |
| Weighted Average Shs Out Dil | 223,650,000 | 222,448,000 | 221,897,000 | 222,715,000 | 221,500,000-0.5% | 225,000,000+1.0% | 223,000,000+0.1% | 227,000,000+1.9% |