Spoken Alpha
Jefferies Financial Group Inc.
Jefferies Financial Group Inc. operates as a global investment banking and capital markets firm providing underwriting, financial advisory, and trading services across equities and fixed income to corporations, financial sponsors, and institutional investors, while also managing alternative investment funds through directly owned and affiliated asset managers.
Jefferies Financial Group Inc is a Financial Services company operating in Capital Markets with a $10.43B market cap.
JEF missed consensus EPS by 0.1% in Q3 FY2026, reported Jun 29, 2026.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
We index calls for roughly 3,000 US-listed companies. If you'd like us to add JEF, reply to your welcome email and we'll prioritize it.
History
Spoken Alpha tracks JEF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for JEF.
$ curl https://api.spokenalpha.com/v1/companies/JEFFAQ
Spoken Alpha indexes JEF's earnings call transcripts at https://spokenalpha.com/companies/JEF. Each call links to attributed speakers and parsed analyst Q&A. Jefferies Financial Group Inc.'s own investor relations page is at https://ir.jefferies.com/overview/default.aspx.
Jefferies Financial Group Inc. (JEF) operates in the Financial Services sector (Capital Markets industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 2026-06-29 | $1.03 | $1.17 | -11.8% | — | — | — | Finnhub |
| Q2 FY2026 | 2026-06-23 | $1.03 | $1.09 | -5.5% | $3.12B | — | — | EODHD |
| Q1 FY2026 | 2026-03-24 | $0.70 | $0.89 | -21.3% | $2.87B | — | — | EODHD |
| Q4 FY2025 | 2026-01-06 | $0.96 | $0.80 | +20.0% | $2.95B | — | — | EODHD |
| Q3 FY2025 | 2025-09-28 | $1.01 | $0.86 | +17.4% | $2.91B | — | — | EODHD |
| Q2 FY2025 | 2025-06-24 | $0.40 | $0.44 | -9.1% | $2.49B | — | — | EODHD |
| Q1 FY2025 | 2025-03-25 | $0.57 | $1.20 | -52.5% | $2.47B | — | — | EODHD |
| Q4 FY2024 | 2025-01-07 | $1.07 | $1.04 | +2.9% | $2.85B | — | — | EODHD |
| Q3 FY2024 | 2024-09-24 | $0.87 | $0.77 | +13.0% | $2.60B | — | — | EODHD |
| Q2 FY2024 | 2024-06-25 | $0.73 | $0.64 | +14.1% | $2.52B | — | — | EODHD |
| Q1 FY2024 | 2024-03-26 | $0.75 | $0.76 | -1.3% | $2.55B | — | — | EODHD |
| Q4 FY2023 | 2024-01-07 | $0.30 | $0.24 | +25.0% | $1.97B | — | — | EODHD |
| Q3 FY2023 | 2023-09-26 | $0.23 | $0.34 | -32.4% | $2.04B | — | — | EODHD |
| Q2 FY2023 | 2023-06-26 | $0.05 | $0.29 | -82.8% | $1.65B | — | — | EODHD |
| Q1 FY2023 | 2023-03-27 | $0.55 | $0.44 | +25.0% | $1.78B | — | — | EODHD |
| Q4 FY2022 | 2023-01-08 | $0.57 | $0.52 | +9.6% | $1.75B | — | — | EODHD |
| Q3 FY2022 | 2022-09-27 | $1.10 | $0.73 | +50.7% | $1.83B | — | — | EODHD |
| Q2 FY2022 | 2022-06-26 | $0.45 | $0.51 | -11.8% | $1.60B | — | — | EODHD |
| Q1 FY2022 | 2022-03-27 | $1.23 | $0.89 | +38.2% | $1.91B | — | — | EODHD |
| Q4 FY2021 | 2022-01-11 | $1.20 | $1.15 | +4.3% | $2.03B | — | — | EODHD |
Source: EODHD, Finnhub. JEF reported actuals as published; sparse fields render as —.
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.46 | $3.72 | +46.9% | +3.3% | +4.9% |
| Q4 FY2026 | $4.75 | $3.52 | +35.0% | -3.4% | -4.8% |
| Q3 FY2026 | $5.32 | $3.72 | +43.1% | +0.4% | +0.4% |
| Q2 FY2026 | $4.77 | $3.54 | +34.7% | -0.2% | -0.8% |
| Q1 FY2025 | $4.92 | $3.64 | +35.3% | -4.3% | -4.7% |
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
| Q4 FY2025 |
| $4.91 |
| $3.74 |
| +31.3% |
| +1.5% |
| +4.3% |
| Q3 FY2025 | $5.19 | $3.61 | +43.9% | +0.9% | +1.4% |
| Q2 FY2025 | $5.17 | $3.68 | +40.6% | +2.9% | +5.6% |
| Q1 FY2024 | $5.52 | $3.81 | +44.9% | +4.3% | +2.0% |
| Q4 FY2024 | $5.30 | $3.84 | +37.9% | +1.3% | 0.0% |