For the quarter ended December 2025, Equitable Holdings, Inc. (EQH Quick QuoteEQH - Free Report) reported revenue of $3.74 billion, down 5.4% over the same period last year. EPS came in at $1.76, compared to $1.57 in the year-ago quarter.

The reported revenue represents a surprise of -7.2% over the Zacks Consensus Estimate of $4.03 billion. With the consensus EPS estimate being $1.75, the EPS surprise was +0.64%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Equitable Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Retirement - Net flows: $1.26 billion compared to the $1.48 billion average estimate based on two analysts.
• Retirement - Total asset value end of period: $163.86 billion versus $177.11 billion estimated by two analysts on average.
• Wealth Management - Advisory net new assets: $2.15 billion versus the two-analyst average estimate of $1.89 billion.
• Wealth Management - Total Wealth Management ending assets: $122.01 billion compared to the $122.15 billion average estimate based on two analysts.
• Segment revenues- Retirement: $1.67 billion versus the three-analyst average estimate of $1.66 billion. The reported number represents a year-over-year change of +70.4%.
• Revenue- Retirement- Investment management, service fees and other income: $186 million versus the three-analyst average estimate of $185.87 million. The reported number represents a year-over-year change of +97.9%.
• Revenue- Policy charges, fee income and premiums: $435 million compared to the $810.18 million average estimate based on three analysts.
• Revenue- Retirement- Net derivative gains (losses): $-9 million versus the three-analyst average estimate of $-2.03 million. The reported number represents a year-over-year change of +80%.
• Revenue- Retirement- Net investment income (loss): $1.16 billion versus the three-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +74.3%.
• Revenue- Retirement- Policy charges, fee income and premiums: $328 million versus the three-analyst average estimate of $312.96 million. The reported number represents a year-over-year change of +47.1%.
• Segment revenues- Corporate and Other: $557 million versus the three-analyst average estimate of $845.64 million. The reported number represents a year-over-year change of +148.7%.
• Segment revenues- Wealth Management: $548 million versus $523.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.

View all Key Company Metrics for Equitable Holdings here>>>

Shares of Equitable Holdings have returned -8.4% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.