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Sep 30, 2025
StoneX Q4 2025 Earnings Report
StoneX posted record Q4 results with strong growth in net income and operating revenue.
Key Takeaways
StoneX Group delivered record operating revenue of $1.2B and its highest-ever net income, driven by performance in equities trading, prime brokerage, and fixed income businesses.
Operating revenues rose 31% YoY to $1.2B.
Net income hit a record $85.7M despite $9.3M in acquisition-related costs.
EPS reached $1.57; ROE came in at 15.2%.
Acquisitions of R.J. O’Brien and The Benchmark Company contributed meaningfully.
Revenue by Segment
Forward Guidance
StoneX expects continued momentum from recent acquisitions and strong segment diversification, though market volatility and integration costs remain a watch point.
Positive Outlook
- Anticipated benefits from R.J. O’Brien and Benchmark acquisitions.
- Strong Institutional segment performance provides a stable revenue base.
- Listed derivatives and securities trading volumes expected to remain solid.
- Growing client base and product offerings post-acquisition.
- Sustained net interest income with rising client balances.
Challenges Ahead
- Integration costs from acquisitions may impact near-term margins.
- FX/CFD contract volumes are declining amid low volatility.
- Retail segment saw a 22% YoY revenue drop in Q4.
- Increased overhead and professional fees could pressure earnings.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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