StoneX Group Inc. Earnings Recaps
Q1 2026
Feb 6, 2026
StoneX Group, Inc. reported a robust start to fiscal 2026 with record net operating revenues, net income, and EPS, reflecting strong performance across all business segments.
Key takeaways
- Record net income of $139 million, a 63% year-over-year increase, with diluted EPS rising 48%.
- Operating revenues surged 52% from the previous year to over $1.4 billion, driven by strong growth in listed derivatives and commercial performance, particularly in precious metals.
- The addition of R.J. O'Brien bolstered institutional business growth and broadened product offerings.
- Significant gains in the precious metals segment, with $75 million in income, surpassed the entire previous fiscal year's performance.
- Achieved a return on equity of 22.5%, highlighting robust capital efficiency improvements.
Q4 2025
Nov 26, 2025
StoneX Group Inc. reported robust Q4 FY 2025 results with record net income of $85.7 million, marking a 12% year-over-year increase, driven by impressive revenue growth despite acquisition-related expenses impacting EPS growth.
Key takeaways
- Operating revenues exceeded $1.2 billion, reflecting a 31% year-over-year increase driven mainly by strong performance in listed contracts following the R.J. O'Brien acquisition.
- Full fiscal year net income reached a record $305.9 million, up 17%, with an EPS of $5.89 and a 15.6% return on equity, surpassing the company’s 15% target.
- Fixed compensation costs rose substantially due to acquisitions, contributing to a 24% increase in overall expenses versus the prior year.
- Notable declines were observed in FX/CFD revenues, down 34% year-over-year, highlighting challenges in low volatility environments.