Equity Profile

EQH

Equitable Holdings, Inc.

FinancialsDiversified Financial Services$11.5B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Equitable Holdings, Inc. (EQH) operates in the financial sector, providing diversified financial services including life insurance, retirement solutions, and investment management....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and attract new customers.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

EQH Q2-2026 Earnings Preview

Context

Company Snapshot

Equitable Holdings, Inc. (EQH) operates in the financial sector, providing diversified financial services including life insurance, retirement solutions, and investment management. With a market cap of $11 billion, the company plays a significant role in helping individuals and businesses manage their financial futures.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-3.68%

Avg Stock Reaction

+0.09%

Last Quarter Recap

In the last quarter (Q1-2026), Equitable reported an EPS of $1.62, slightly beating expectations of $1.60. However, the stock experienced a decline of 1.61% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Wall Street is generally cautious about Equitable's upcoming earnings, especially given the mixed results from previous quarters. Investors are looking for signs of consistent growth and profitability.

Bull Case

If Equitable can demonstrate strong revenue growth and maintain or improve its EPS, it could signal a positive trend that attracts more investors.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining profitability, it may lead to further stock price declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

EPS is a critical measure of profitability, and a significant change could influence investor sentiment.

How is Equitable managing its revenue growth in the current economic environment?

Understanding revenue growth strategies will help investors assess the company's future performance and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Equitable's potential for revenue growth, especially if they can capitalize on emerging market opportunities.

Supporting Evidence

The options market is pricing in a significant move, indicating expectations of volatility that may not align with actual performance.

Equitable's recent EPS surprises show a mixed track record, suggesting potential for unexpected results.

Key Risk

If the EPS comes in below $1.50, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Equitable's ability to sustain profitability and growth amidst economic fluctuations.

Bull Confirmed If

An EPS of $1.70 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±17.05%

Historical Avg

±0.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±17.0% while EQH has averaged ±0.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.9%

Calls (1K)P/C Ratio: 0.67Puts (0)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

65,445 sh

3 insiders

Net

$2.7M

Net selling

Most Active Insiders· 6 open-market trades

Chief Operating OfficerHURD JEFFREY J
$582,697.20
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Equitable beats expectations, history suggests the stock could see a positive reaction, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable but could be influenced by management's commentary.

Miss

A miss could lead to a decline in stock price, with historical patterns suggesting a potential drop of around 0.43%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth strategies and market expansion plans.
2Insights into cost management and operational efficiency.
3Details on customer acquisition and retention efforts.
4Management's outlook on economic conditions and their impact on business.
5Any commentary on competitive positioning within the financial services industry.

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Company Snapshot

Equitable Holdings, Inc. (EQH) operates in the financial sector, providing diversified financial services including life insurance, retirement solutions, and investment management....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and attract new customers.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

EQH Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-3.68%

Avg Stock Reaction

+0.09%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Equitable can demonstrate strong revenue growth and maintain or improve its EPS, it could signal a positive trend that attracts more investors.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining profitability, it may lead to further stock price declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

EPS is a critical measure of profitability, and a significant change could influence investor sentiment.

How is Equitable managing its revenue growth in the current economic environment?

Understanding revenue growth strategies will help investors assess the company's future performance and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Equitable's potential for revenue growth, especially if they can capitalize on emerging market opportunities.

Supporting Evidence

The options market is pricing in a significant move, indicating expectations of volatility that may not align with actual performance.

Equitable's recent EPS surprises show a mixed track record, suggesting potential for unexpected results.

Key Risk

If the EPS comes in below $1.50, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Equitable's ability to sustain profitability and growth amidst economic fluctuations.

Bull Confirmed If

An EPS of $1.70 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±17.05%

Historical Avg

±0.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±17.0% while EQH has averaged ±0.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.9%

Calls (1K)P/C Ratio: 0.67Puts (0)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

65,445 sh

3 insiders

Net

$2.7M

Net selling

Most Active Insiders· 6 open-market trades

Chief Operating OfficerHURD JEFFREY J
$582,697.20
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Equitable beats expectations, history suggests the stock could see a positive reaction, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may remain stable but could be influenced by management's commentary.

Miss

A miss could lead to a decline in stock price, with historical patterns suggesting a potential drop of around 0.43%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth strategies and market expansion plans.
2Insights into cost management and operational efficiency.
3Details on customer acquisition and retention efforts.
4Management's outlook on economic conditions and their impact on business.
5Any commentary on competitive positioning within the financial services industry.