Lazard, Inc. reported modestly higher revenue in the second quarter of 2026 but sharply lower profitability, with revenue of $807.7M and diluted EPS of $0.03; net income attributable to Lazard was $4.8M for the quarter.

Financial Highlights

  • Revenue was $807.7M for Q2 2026, compared with $796.0M in the year‑ago quarter; YoY change 1%.
  • Net income attributable to Lazard was $4.8M for Q2 2026, compared with $55.3M in the year‑ago quarter.
  • Diluted EPS was $0.03 for Q2 2026, compared with $0.52 in the year‑ago quarter.

Business Highlights

  • Adjusted net revenue rose modestly year over year (Q2 +2%, first half +3%) as gains in Asset Management offset softer Financial Advisory fees.
  • Asset Management AUM increased 12% to $285B driven by market appreciation and net inflows, shifting the revenue mix toward management fees.
  • The firm agreed to acquire Campbell Lutyens for announced consideration with potential earnouts totaling roughly $660M+, expected to close in the second half of 2026 to expand private markets capabilities.
  • Management cited continued senior hires to bolster advisory and geopolitical expertise, and ongoing investment in technology, data science and distribution while maintaining disciplined compensation management; adjusted operating margin was compressed by higher compensation and non‑comp expenses.

Original SEC Filing:

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