Westwood Holdings Group Inc income statement
In fiscal 2025, Westwood Holdings Group Inc reported revenue of $97.8m, up 3.2% on the year before, operating income of $5.0m (a 5.1% margin) and net income of $7.1m, or $0.79 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 | LTMJun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 43 | 55 | 69 | 77 | 92 | 113 | 131 | 123 | 134 | 122 | 84 | 65 | 73 | 69 | 90 | 95 | 98 | 102 |
| Selling and marketing | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 2 | 3 | 3 | 3 | 3 |
| General and administrative | 3 | 3 | 4 | 5 | 5 | 6 | 9 | 9 | 10 | 10 | 10 | 9 | 8 | 9 | 13 | 12 | 11 | 11 |
| Operating income | — | — | — | — | — | — | — | 34 | 34 | 36 | 5 | −3 | 6 | −5 | 6 | 1 | 5 | 5 |
| Income before tax | 12 | 18 | 23 | 20 | 28 | 42 | 42 | 34 | 34 | 36 | 9 | −8 | 14 | −5 | 13 | 4 | 10 | 11 |
| Income tax | 4 | 6 | 8 | 8 | 10 | 15 | 15 | 11 | 14 | 10 | 3 | 1 | 4 | −1 | 3 | 2 | 3 | 3 |
| Net income | 8 | 11 | 15 | 12 | 18 | 27 | 27 | 23 | 20 | 27 | 6 | −9 | 10 | −5 | 11 | 2 | 7 | 8 |
| Diluted EPS | $1.09 | $1.58 | $2.04 | $1.65 | $2.32 | $3.45 | $3.33 | $2.77 | $2.38 | $3.13 | $0.70 | −$1.12 | $1.23 | −$0.59 | $1.17 | $0.26 | $0.79 | $0.88 |
| Diluted shares (average) | — | 7m | 7m | 7m | 8m | 8m | 8m | 8m | 8m | 9m | 8m | 8m | 8m | 8m | 8m | 9m | 9m | 9m |
| EBITDA | — | — | — | — | — | — | — | 37 | 37 | 38 | 7 | −1 | 8 | −2 | 7 | 1 | 5 | 5 |
| Quarter | 2024 Q3Sept 2024 | 2024 Q4Dec 2024 | 2025 Q1Mar 2025 | 2025 Q2Jun 2025 | 2025 Q3Sept 2025 | 2025 Q4Dec 2025 | 2026 Q1Mar 2026 | 2026 Q2Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 15 | 20 | 23 | 23 | 24 | 27 | 25 | 25 |
| Selling and marketing | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| General and administrative | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Operating income | −0 | 3 | −0 | 1 | 2 | 2 | −1 | 2 |
| Income before tax | −1 | −4 | 1 | 1 | 5 | 3 | 1 | 2 |
| Income tax | 0 | 1 | 0 | 0 | 1 | 1 | 0 | 1 |
| Net income | −1 | −3 | 0 | 1 | 4 | 2 | 1 | 2 |
| Diluted EPS | −$0.15 | −$0.40 | $0.05 | $0.12 | $0.41 | $0.20 | $0.09 | $0.17 |
| EBITDA | −0 | 3 | 0 | 1 | 2 | 2 | −1 | 2 |
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