Below here are the Total Reported US GAAP Earnings (Losses) From Continuing Operations for the Second Calendar Quarters of both 2017 and 2016 for each of these 54 large Financial Companies.
Calendar | Calendar | ||||||||
2Q 17 | 2Q 16 | ||||||||
Calendar | US GAAP | US GAAP | Net | Net | |||||
Diversified Investment Management, Brokers, | Most | 2Q 17 | Net | Net | Income | Income | |||
Dealers & Investment Advice Firms | City | State | Recent | Month | Income | Income | Better | Better | |
Stock Market Caps Above $1 Bil | HQs | HQs | FYE | End | (Loss) | (Loss) | (Worse) | (Worse) | |
$ mils | $ mils | $ mils | % | ||||||
June Quarter Ends | |||||||||
Berkshire Hathaway | Omaha | NE | Dec16 | June | 4,355 | 5,082 | (727) | -14% | |
Icahn Enterprises LP | New York | NY | Dec16 | June | 1,725 | (285) | 2,010 | NM | |
KKR | New York | NY | Dec16 | June | 869 | 273 | 596 | 218% | |
BlackRock | New York | NY | Dec16 | June | 867 | 795 | 72 | 9% | |
Blackstone Group LP | New York | NY | Dec16 | June | 745 | 463 | 282 | 61% | |
Charles Schwab | San Francisco | CA | Dec16 | June | 575 | 452 | 123 | 27% | |
Franklin Resources | San Mateo | CA | Sep16 | June | 459 | 462 | (3) | -1% | |
Ameriprise Financial | Minneapolis | MN | Dec16 | June | 393 | 335 | 58 | 17% | |
T. Rowe Price Group | Baltimore | MD | Dec16 | June | 390 | 211 | 179 | 85% | |
Oaktree Capital Group | Los Angeles | CA | Dec16 | June | 295 | 141 | 154 | 109% | |
Invesco Ltd | Atlanta | GA | Dec16 | June | 250 | 237 | 13 | 5% | |
Carlyle Group LP | Washington | DC | Dec16 | June | 231 | 44 | 187 | 425% | |
TD Ameritrade | Omaha | NE | Sep16 | June | 231 | 240 | (9) | -4% | |
Affiliated Managers Group | West Palm Beach | FL | Dec16 | June | 204 | 184 | 20 | 11% | |
Apollo Global Management LLC | New York | NY | Dec16 | June | 193 | 416 | (223) | -54% | |
Interactive Brokers Group | Greenwich | CT | Dec16 | June | 187 | 200 | (13) | -6% | |
Raymond James Financial | St. Petersburg | FL | Sep16 | June | 185 | 133 | 52 | 39% | |
Ares Capital Corp | New York | NY | Dec16 | June | 178 | 157 | 21 | 13% | |
Lazard Ltd | New York | NY | Dec16 | June | 121 | 81 | 40 | 49% | |
Ares Management LP | Los Angeles | CA | Dec16 | June | 114 | 87 | 27 | 31% | |
SEI Investments | Oaks | PA | Dec16 | June | 92 | 81 | 11 | 14% | |
Leucadia National Corp | New York | NY | Dec16 | June | 74 | 71 | 3 | 4% | |
LPL Financial Holdings | Boston | MA | Dec16 | June | 68 | 48 | 20 | 42% | |
Legg Mason Inc | Baltimore | MD | Mar17 | June | 64 | 45 | 19 | 42% | |
Federated Investors Inc | Pittsburgh | PA | Dec16 | June | 55 | 56 | (1) | -2% | |
Stifel Financial Corp | St Louis | MO | Dec16 | June | 53 | 10 | 43 | 430% | |
Moelis | New York | NY | Dec16 | June | 50 | 26 | 24 | 92% | |
Artisan Partners Asset Management | Milwaukee | WI | Dec16 | June | 49 | 43 | 6 | 14% | |
Morningstar | Chicago | IL | Dec16 | June | 46 | 32 | 14 | 44% | |
Main Street Capital Corp | Houston | TX | Dec16 | June | 43 | 31 | 12 | 39% | |
Janus Henderson Group plc | Denver | CO | Dec16 | June | 42 | 40 | 2 | 5% | |
AllianceBernstein Holding | New York | NY | Dec16 | June | 42 | 39 | 3 | 8% | |
Houlihan Lokey | Los Angeles | CA | Mar17 | June | 39 | 19 | 20 | 105% | |
MarketAxess Holdings | New York | NY | Dec16 | June | 38 | 33 | 5 | 15% | |
Och-Ziff Capital Mgt Group LLC | New York | NY | Dec16 | June | 36 | (194) | 230 | NM | |
Hercules Capital | Palo Alto | CA | Dec16 | June | 33 | 9 | 24 | 267% | |
Fortress Investment Group LLC | New York | NY | Dec16 | June | 32 | (27) | 59 | NM | |
Apollo Investment Corp | New York | NY | Mar17 | June | 29 | (42) | 71 | NM | |
New Mountain Finance | New York | NY | Dec16 | June | 27 | 45 | (18) | -40% | |
Evercore Partners Inc | New York | NY | Dec16 | June | 26 | 34 | (8) | -24% | |
Hamilton Lane | Bala Cynwyd | PA | Dec16 | June | 26 | 16 | 10 | 63% | |
Waddell & Reed Financial | Overland Park | KS | Dec16 | June | 24 | 34 | (10) | -29% | |
Cohen & Steers Inc | New York | NY | Dec16 | June | 23 | 25 | (2) | -8% | |
Golub Capital BDC Inc | New York | NY | Sep16 | June | 20 | 18 | 2 | 11% | |
FS Investment Corp | Philadelphia | PA | Dec16 | June | 18 | 140 | (122) | -87% | |
TCG BDC Inc | New York | NY | Dec16 | June | 16 | 26 | (10) | -38% | |
OM Asset Management plc | Boston | MA | Dec16 | June | 14 | 35 | (21) | -60% | |
TPG Specialty Lending Inc | Fort Worth | TX | Dec16 | June | 14 | 16 | (2) | -13% | |
Financial Engines Inc | Sunnyvale | CA | Dec16 | June | 13 | 9 | 4 | 44% | |
WisdomTree Investments | New York | NY | Dec16 | June | 12 | 4 | 8 | 200% | |
Virtu Financial | New York | NY | Dec16 | June | 4 | 39 | (35) | -90% | |
PJT Partners Inc | New York | NY | Dec16 | June | (1) | (5) | 4 | NM | |
BGC Partners Inc | New York | NY | Dec16 | June | (69) | 28 | (97) | NM | |
Total all 53 With June Quarter Ends | 13,619 | 10,492 | 3,127 | 30% | |||||
April or May Quarter Ends | |||||||||
Eaton Vance | Boston | MA | Oct16 | Apr17 | 78 | 69 | 9 | 13% | |
Total all 54 With April, May or June Quarter Ends | 13,697 | 10,561 | 3,136 | 30% |