Reported Q: Q3 2023 Rev YoY: -39.1% EPS YoY: -115.8% Move: +2.08%
Julius Bar Gruppe AG
0QO6.L
CHF67.26 2.08%
Exchange LSE Sector Financial Services Industry Asset Management
Q3 2023
Published: Sep 30, 2023

Company Status Snapshot

Fast view of the latest quarter outcome for 0QO6.L

Reported

Report Date

Sep 30, 2023

Quarter Q3 2023

Revenue

605.10M

YoY: -39.1%

EPS

-0.19

YoY: -115.8%

Market Move

+2.08%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $605.10M down 39.1% year-over-year
  • EPS of $-0.19 decreased by 115.8% from previous year
  • Gross margin of 100.0%
  • Net income of -38.90M
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0QO6.L
Company 0QO6.L

Executive Summary

Julius Baer Group AG reported CHF 605.1 million in revenue for QQ3 2023, with gross profit matching revenue at CHF 605.1 million, but the quarter concluded with an operating loss of CHF 21.9 million and a net loss of CHF 38.9 million. Year-over-year (YoY) revenue declined by 39.14% and net income declined by 115.59%, while quarter-over-quarter (QoQ) revenue fell by 40.36% and EPS declined by 114.73%. The material revenue decline coincided with a steep expansion in operating expenses, producing negative operating margins (-3.62%) and negative earnings per share (EPS -0.19). Cash flow from operations was materially negative at CHF -2.2302 billion, and free cash flow was CHF -2.2891 billion, underscoring a challenging near-term cash generation environment despite a robust balance sheet on a static basis. On the balance sheet, cash and cash equivalents stood at CHF 16.22 billion, total assets CHF 96.79 billion, and total liabilities CHF 90.62 billion, yielding a stockholders’ equity position of CHF 6.16 billion. Net debt sits at CHF -2.93 billion, implying net cash support from liquidity, yet the company carries a sizable long-term debt burden (CHF 13.2854 billion). The current ratio and quick ratio both stand at 13.60, signaling strong liquidity but not offsetting near-term profitability and cash-generation headwinds. Absent explicit quarterly guidance in the provided data, the focus for investors remains on stabilizing AUM, cost discipline, and margin recovery opportunities in a volatile market backdrop.

Key Performance Indicators

Revenue
Decreasing
605.10M
QoQ: -40.36% | YoY: -39.14%
Gross Profit
Decreasing
605.10M
1.00% margin
QoQ: -40.36% | YoY: -39.14%
Operating Income
Decreasing
-21.90M
QoQ: -106.26% | YoY: -106.15%
Net Income
Decreasing
-38.90M
QoQ: -114.63% | YoY: -115.59%
EPS
Decreasing
-0.19
QoQ: -114.73% | YoY: -115.83%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 905.10 0.72 +49.6% View
Q4 2024 958.15 1.39 +58.4% View
Q2 2024 972.25 1.10 +221.4% View
Q1 2024 972.25 1.10 -4.2% View
Q4 2023 605.10 -0.19 -39.1% View
Q3 2023 605.10 -0.19 -39.1% View