Inferra AI / Company / ANDG

Andersen Group Inc.

ANDG · Industrials

Last earnings Aug 12, 2026

Key results

Revenuequarter

$240.7 million

Andersen continued to deliver strong top-line growth with first-quarter revenue of $240.7 million up 15.7%, compared with $208.1 million in the prior year quarter.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Net incomequarter

$41.1 million

Higher equity-based compensation expenses of $41.1 million led to net income of $17.7 million in the first-quarter of 2026 compared with $50.6 million in the prior year quarter.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Adjusted net incomequarter

$62.9 million

Adjusted net income for the first-quarter of 2026 was $62.9 million as compared with $55.2 million in the prior year quarter.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Growthquarter

up 15.7%

First-Quarter 2026 Revenue: $240.7 million, up 15.7% compared with $208.1 million in first-quarter 2025.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

EPSquarter

$0.04

First-Quarter 2026 Earnings per share (EPS) basic were $0.04 and EPS diluted were $0.03.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

revenue of approximately $55 million

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

During the three months ended March 31, 2026, our revenue increased by 15.7% to $240.7 million from $208.1 million during the three months ended March 31, 2025.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

This is reflected in the revenue contribution of our services lines: Three Months Ended March 31, 2026 2025 Private Client Services 51.2% 50.1% Business Tax Services 33.5% 34.4% Alternative Investment Funds 10.4% 10.7% Valuation Services 4.9% 4.8% The percentage of revenue by service line has largely remained stable over the past five years.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

AI analysis

Q1 2026 · reported May 12, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 2026
$240.7M
+15.7% +$33M vs year ago computed from stated figures
EX-99 · May 12, 2026
EPS · Q1 2026
$0.04
EX-99 · May 12, 2026
Net income · Q1 2026
$41.1M
-18.8% -$10M vs year ago computed from stated figures
EX-99 · May 12, 2026
Adjusted net income · Q1 2026
$62.9M
+13.9% vs year ago computed from stated figures
EX-99 · May 12, 2026

The quarter in charts

Revenue — quarterly

As stated

0100200300$208.1MSame quarter last year$240.7MQ1 2026

EX-99 · May 12, 2026 Statement values as stated in the release.

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$240.7 million—$208.1 million
Net income$41.1 million—$50.6 million
Adjusted net income$62.9 million—$55.2 million
Growthup 15.7%——
EPS$0.04——

EX-99 · May 12, 2026

Guidance · company-stated

Direction: reiterated

No guidance located in the held release

Stated figure18%

“Looking Ahead Reaffirm Full-Year 2026 Guidance: Revenue expected to be in the range of approximately $980 million to $1 billion, equating to a growth rate of approximately 18%.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Some of the limitations of EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin include that they exclude certain tax payments that may reduce cash available to us, do not reflect any cash capital expenditure requirements for the assets being depreciated and amortized that may have to be replaced in the future, and do not reflect changes in, or cash requirements for, our working capital needs.

Liquidity and Capital Resources Historically, we have generated sufficient cash to fund our operations, capital expenditures and discretionary funding needs through cash generated from our operating activities.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Bush Street Suite 1700 San Francisco, CA 94104 Andersen Reports Strong First-Quarter of 2026 Financial Results and Updates Full-Year Guidance

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Some of the limitations of EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin include that they exclude certain tax payments that may reduce cash available to us, do not reflect any cash capital expenditure requirements for the assets being depreciated and amortized that may have to be replaced in the future, and do not reflect changes in, or cash requirements for, our working capital needs.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Liquidity and Capital Resources Historically, we have generated sufficient cash to fund our operations, capital expenditures and discretionary funding needs through cash generated from our operating activities.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Shares of Class B common stock and RSUs are not entitled to receive any distributions or dividends and are therefore excluded from this presentation since they are not participating securities.

SEC original ↗Andersen Group Inc. — 10-Q Quarterly report10-QAug 12, 2026

Strategy & priorities

Higher revenue in the first quarter of 2026 was supported by client growth, higher volume and service line expansion.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Strategic Investment Focus: 2026 will reflect continued investment in talent, technology, automation, AI, and integration of firms to be acquired during the year, resulting in an anticipated positive net income and EPS for the full year.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Long-Term Growth: Positioned for sustained revenue growth and expanding margins , supported by a large addressable market, strong competitive positioning, scalable operating model, and selective inorganic expansion.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Commitment to Shareholder Value: Maintaining flexibility to deploy capital strategically to strengthen and expand the multi-dimensional platform, and enhance long-term shareholder value.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Recent Developments Inorganic Growth Opportunities Andersen s relationships with over 400 Andersen Global and Andersen Consulting member and collaborating firms provide opportunities for domestic and international expansion through closer partnerships and, future acquisitions and business combinations.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Risks & headwinds

Revenue by Service Line We have built a multidimensional independent advisory firm with the ability to provide differentiated services across tax and financial services to address our clients most complex challenges.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Special Note Regarding Forward-Looking Statements This Press Release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended that involve substantial risks and uncertainties.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

In light of these risks, uncertainties, and assumptions, the forward-looking events and circumstances discussed in this Press Release may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

SEC original ↗Andersen Group Inc. — Earnings release (8-K exhibit)EX-99May 12, 2026

Legal Proceedings 58 Item 1A.

SEC original ↗Andersen Group Inc. — 10-Q Quarterly report10-QAug 12, 2026

Exhibits 60 Signatures 62 1 Special Note Regarding Forward-Looking Statements This Quarterly Report on Form 10-Q (this Quarterly Report) includes forward-looking statements that involve substantial risks and uncertainties.

SEC original ↗Andersen Group Inc. — 10-Q Quarterly report10-QAug 12, 2026

These forward-looking statements are subject to a number of risks, uncertainties, and assumptions, including those described in Part I, Item 1A Risk Factors of our Annual Report on Form 10-K for the year ended December 31, 2025.

SEC original ↗Andersen Group Inc. — 10-Q Quarterly report10-QAug 12, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

12 documents

Earnings releases

3 documents

Presentations

0 documents

No presentations for Andersen Group Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Andersen Group Inc. are held in this edition of the library.

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