Financials in USD. Standardized financial statements.
A compact view of how Lazard US Corporate Income Portfolio Open Shares turns revenue into operating income and net income.
| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue? | $5.30M | $4.93M | $5.35M | $5.46M | $5.28M | $5.73M | $4.94M | $6.40M | $6.19M | $6.31M |
| Revenue Growth? | +7.6% | -7.9% | -2.1% | +3.5% | -8.0% | +16.1% | -22.9% | +3.5% | -1.9% | 0.0% |
| Cost of Revenue? | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Gross Profit? | $5.30M | $4.93M | $5.35M | $5.46M | $5.28M | $5.73M | $4.94M | $6.40M | $6.19M | $6.31M |
| Gross Margin? | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% |
| Operating Expenses? | $35.94M | $54.64M | $41.93M | $31.08M | $37.76M | $23.18M | $44.29M | $7.44M | $19.94M | $14.57M |
| Operating Income? | $1.89M | $1.38M | $1.45M | $1.87M | $2.57M | $3.05M | $2.44M | $4.23M | $3.93M | $3.66M |
| EBITDA? | $37.67M | -$51.80M | $45.65M | $34.22M | $39.77M | -$21.14M | $46.34M | $9.30M | -$17.82M | -$12.08M |
| Income Before Tax | $39.55M | -$50.42M | $47.10M | $36.09M | $42.34M | -$18.09M | $48.78M | $13.53M | -$13.90M | -$8.42M |
| Income Tax Expense | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Net Income? | $39.55M | -$50.42M | $47.10M | $36.09M | $42.34M | -$18.09M | $48.78M | $13.53M | -$13.90M | -$8.42M |
| EPS? | $3.04 | $-3.87 | $3.62 | $2.77 | $3.25 | $-1.88 | $5.08 | $1.41 | $-1.45 | $-0.88 |
| Diluted EPS? | $3.04 | $-3.87 | $3.62 | $2.77 | $3.25 | $-1.88 | $5.08 | $1.41 | $-1.45 | $-0.88 |
Revenue, profitability, margins, EPS, and share-count trends over time.
Top-line demand and scale over time
Profit left after direct production costs
Core business profitability before financing and tax
Bottom-line profit after all expenses
Profit allocated to each diluted share
Share count trend that affects EPS quality
Gross, operating, and net margin quality