SEI Investments Co income statement
In fiscal 2025, SEI Investments Co reported revenue of $2.30bn, up 8.1% on the year before, operating income of $627m (a 27.3% margin) and net income of $715m, or $5.63 per diluted share. Every line below comes from the company's 10-K and 10-Q filings; column headings link to the filing.
Income statement
| Fiscal year | 2009Dec 2009 | 2010Dec 2010 | 2011Dec 2011 | 2012Dec 2012 | 2013Dec 2013 | 2014Dec 2014 | 2015Dec 2015 | 2016Dec 2016 | 2017Dec 2017 | 2018Dec 2018 | 2019Dec 2019 | 2020Dec 2020 | 2021Dec 2021 | 2022Dec 2022 | 2023Dec 2023 | 2024Dec 2024 | 2025Dec 2025 | LTMSept 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1,061 | 901 | 930 | 993 | 1,126 | 1,266 | 1,334 | 1,402 | 1,527 | 1,624 | 1,650 | 1,684 | 1,918 | 1,991 | 1,920 | 2,125 | 2,297 | 2,534 |
| Gross profit | — | 257 | 246 | 256 | 302 | 402 | 413 | 435 | 461 | 508 | 533 | 520 | 645 | 644 | 557 | 699 | 808 | 910 |
| Selling and marketing | — | — | — | — | — | — | — | — | — | — | — | — | — | 188 | 171 | 174 | 174 | 208 |
| General and administrative | — | 41 | 43 | 46 | — | — | — | — | 64 | 66 | 72 | 74 | 92 | 168 | 132 | 148 | 181 | 169 |
| Operating income | 364 | 218 | 204 | 212 | 248 | 353 | 358 | 376 | 397 | 442 | 460 | 446 | 553 | 476 | 425 | 552 | 627 | 746 |
| Interest expense | 4 | 1 | 1 | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 |
| Income before tax | 264 | 370 | 318 | 329 | 435 | 490 | 500 | 508 | 557 | 614 | 631 | 569 | 694 | 609 | 595 | 747 | 916 | 916 |
| Income tax | 90 | 136 | 112 | 121 | 147 | 171 | 169 | 175 | 153 | 108 | 130 | 121 | 147 | 134 | 132 | 166 | 199 | 194 |
| Net income | 174 | 232 | 205 | 207 | 288 | 319 | 332 | 334 | 404 | 506 | 501 | 447 | 547 | 475 | 462 | 581 | 715 | 711 |
| Diluted EPS | $0.91 | $1.22 | $1.11 | $1.18 | $1.64 | $1.85 | $1.96 | $2.03 | $2.49 | $3.14 | $3.24 | $3.00 | $3.81 | $3.46 | $3.46 | $4.41 | $5.63 | $5.74 |
| Diluted shares (average) | — | — | 184m | 176m | 176m | 173m | 170m | 164m | 162m | 161m | 155m | 149m | 143m | 137m | 134m | 132m | 127m | 124m |
| EBITDA | 385 | 239 | 226 | 234 | 271 | 375 | 382 | 402 | 424 | 471 | — | — | — | — | — | — | — | — |
| Quarter | 2024 Q4Dec 2024 | 2025 Q1Mar 2025 | 2025 Q2Jun 2025 | 2025 Q3Sept 2025 | 2025 Q4Dec 2025 | 2026 Q1Mar 2026 | 2026 Q2Jun 2026 | 2026 Q3Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 557 | 551 | 560 | 579 | 608 | 622 | 642 | 662 |
| Gross profit | 184 | 193 | 189 | 203 | 224 | 224 | 230 | 232 |
| Selling and marketing | 46 | 43 | 46 | 44 | 42 | 51 | 56 | 58 |
| General and administrative | 39 | 35 | 41 | 43 | 62 | 36 | 35 | 36 |
| Operating income | 146 | 157 | 149 | 160 | 162 | 189 | 197 | 198 |
| Interest expense | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1 |
| Income before tax | 191 | 196 | 292 | 211 | 217 | 231 | 253 | 215 |
| Income tax | 35 | 45 | 65 | 46 | 43 | 54 | 54 | 43 |
| Net income | 156 | 152 | 227 | 164 | 173 | 174 | 196 | 168 |
| Diluted EPS | $1.18 | $1.17 | $1.78 | $1.30 | $1.38 | $1.40 | $1.59 | $1.38 |
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