SEI Investments Quarterly Income Statement
NASDAQ: SEICFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
SEI Investments revenue and earnings
In the quarter ended Jun 30, 2026, SEI Investments generated $641.6 million in revenue, up 14.7% from the same quarter a year earlier. Net income was $195.7 million (-13.8% year over year), for a net margin of 30.5% versus a median of 28.4% in the prior 5 quarters. Gross margin was 35.9% (up from 33.8%) and operating margin 30.7%.
Diluted earnings per share came in at $1.59, down from $1.78.
Summary generated from market data by MetaCap's automated system. Methodology
SEI Investments income statement (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 641.62M | 622.18M | 607.92M | 578.51M | 559.60M | 551.34M | 557.19M | 537.40M | 518.99M | 511.58M | 484.86M | 476.76M |
| Revenue growth (YoY) | +14.66% | +12.85% | +9.11% | +7.65% | +7.83% | +7.77% | +14.92% | +12.72% | +6.12% | +9.05% | +6.19% | +1.15% |
| Gross Profit | 230.23M | 224.29M | 223.66M | 202.75M | 189.15M | 192.56M | 184.20M | 181.74M | 169.85M | 163.60M | 139.41M | 139.47M |
| Operating Expenses | 33.21M | 34.80M | 62.05M | 42.79M | 40.52M | 35.47M | 38.65M | 37.91M | 33.34M | 37.75M | 37.72M | 31.00M |
| Selling, General & Admin | 90.82M | 87.53M | 103.63M | 87.24M | 86.27M | 77.99M | 84.84M | 80.31M | 77.32M | 79.67M | — | — |
| Operating Income | 197.02M | 189.49M | 161.62M | 159.96M | 148.63M | 157.10M | 145.54M | 143.83M | 136.51M | 125.85M | 101.68M | 108.47M |
| Interest Expense | 562.00K | 473.00K | 223.00K | 109.00K | 92.00K | 185.00K | 144.00K | 141.00K | 139.00K | 139.00K | 187.00K | 116.00K |
| Other Income (Expense) | 0 | 450.00K | 262.00K | 4.92M | 4.50M | 0 | 0 | 8.15M | 0 | — | 0 | 0 |
| Pretax Income | 253.19M | 230.81M | 217.10M | 210.72M | 292.14M | 196.37M | 191.15M | 202.36M | 182.81M | 170.43M | 150.19M | 149.20M |
| Income Tax | 53.65M | 54.02M | 42.74M | 46.13M | 65.05M | 44.86M | 35.38M | 47.46M | 43.69M | 39.03M | 29.46M | 33.54M |
| Net Income | 195.66M | 174.49M | 172.50M | 164.20M | 227.08M | 151.52M | 155.77M | 154.90M | 139.12M | 131.40M | 120.73M | 115.66M |
| Net Income growth (YoY) | -13.84% | +15.16% | +10.74% | +6.01% | +63.23% | +15.31% | +29.02% | +33.93% | +17.05% | +22.79% | +7.58% | +87.58% |
| EPS (Basic) | 1.63 | 1.43 | 1.41 | 1.33 | 1.82 | 1.20 | 1.21 | 1.20 | 1.06 | 1.00 | 0.93 | 0.87 |
| EPS (Diluted) | 1.59 | 1.40 | 1.38 | 1.30 | 1.78 | 1.17 | 1.18 | 1.19 | 1.05 | 0.99 | 0.91 | 0.87 |
| Shares Outstanding (Diluted) | 123.33M | 124.49M | — | 126.33M | 127.28M | 129.45M | — | 130.67M | 132.07M | 132.75M | — | 133.50M |
| Gross Margin | 35.88% | 36.05% | 36.79% | 35.05% | 33.80% | 34.93% | 33.06% | 33.82% | 32.73% | 31.98% | 28.75% | 29.25% |
| Operating Margin | 30.71% | 30.46% | 26.59% | 27.65% | 26.56% | 28.49% | 26.12% | 26.76% | 26.30% | 24.60% | 20.97% | 22.75% |
| Net Margin | 30.49% | 28.04% | 28.38% | 28.38% | 40.58% | 27.48% | 27.96% | 28.82% | 26.81% | 25.69% | 24.90% | 24.26% |
This table shows 12 quarterly periods of SEI Investments's income statement, from Q2 2026 back to Q3 2023, across 17 line items including revenue, gross profit, operating expenses. Values in USD; B = billions, M = millions. Fiscal periods follow SEIC's reporting calendar. What is a income statement?