JE
Jefferies Financial Group Inc.
JEF · Jefferies Financial Group Inc. · Financials
Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±2.1%
typical swing on earnings
Price when beating
-0.4%
avg over 6 beats
Biggest single move
-9.9%
'25.2 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 6 beats (33%)
Reaction is erratic and hard to predict
Avg -0.4% on a beat, -0.4% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Financials sector avg (202 peers)
This
-0.4%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
4xBeat but fell
Even a beat sells off if guidance disappoints
4xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Sep 28After close
'26.5 expectedEst. EPS $0.87
Quarter ended 2/2026
Reported 2026-04-07
Next-day move
+4.0%
After 5 days +11.9%
vs Consensus$0.89→$0.70-21.4% miss
Missed by -21.4% but stock +4.0%
EPS
$0.70
YoY +23%
Revenue
$1.5B
YoY +27%
Next-Q guidance
—
N/A
Price around earnings
-34% dip before
Earnings trend · last 12 quarters
EPS$0.70YoY +23%
'23.5'26.2
Revenue$1.5BYoY +27%
'23.5'26.2
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Price rose even on weak earnings — bad news priced in / buy-the-dip · 3 of 12q (25%)
Community · JEF
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