Analysts Estimate Jefferies (JEF) to Report a Decline in Earnings: What to Look Out for

Core Viewpoint - The market anticipates Jefferies (JEF) will report a year-over-year decline in earnings due to lower revenues in its upcoming earnings report for the quarter ended November 2025 [1] Earnings Expectations - Jefferies is expected to post quarterly earnings of $0.83 per share, reflecting a year-over-year decrease of 21% [3] - Revenues are projected to be $1.93 billion, down 1.1% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.96% higher in the last 30 days, indicating a slight positive adjustment by analysts [4] - The Most Accurate Estimate for Jefferies matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [11] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [9] - Jefferies currently holds a Zacks Rank of 2, making it challenging to predict a consensus EPS beat [11] Historical Performance - In the last reported quarter, Jefferies was expected to earn $0.79 per share but exceeded expectations with earnings of $1.05, resulting in a surprise of +32.91% [12] - Over the past four quarters, Jefferies has beaten consensus EPS estimates two times [13] Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [14] - It is advisable to consider a company's Earnings ESP and Zacks Rank before quarterly releases to enhance investment success [15]