StoneX 2025 Q2 Earnings Record Net Income Growth of 35%

StoneX (SNEX) reported its fiscal 2025 Q2 earnings on May 07th, 2025. The total revenue of StoneX increased by 66.9% to $36.89 billion in 2025 Q2, up from $22.11 billion in 2024 Q2. StoneX exceeded expectations with strong revenue and net income growth. The company’s acquisition of R.J. O’Brien is projected to boost margins and earnings further. StoneX anticipates that ongoing market volatility will continue to drive growth, enhancing its earnings outlook for the remainder of the fiscal year.

Revenue

Earnings/Net Income
StoneX's EPS rose 33.0% to $1.49 in 2025 Q2 from $1.12 in 2024 Q2, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $71.70 million in 2025 Q2, marking 35.0% growth from $53.10 million in 2024 Q2. Remarkably, in 2025 Q2, the company set a new record high for fiscal Q2 net income, the highest in 16 years. The EPS indicates a robust financial performance.

Post-Earnings Price Action Review
Over the past five years, the strategy of buying StoneX (SNEX) shares after a revenue increase quarter-over-quarter and holding for 30 days has delivered moderate returns but underperformed the benchmark. This strategy yielded a compound annual growth rate (CAGR) of 5.43%, with a maximum drawdown of -14.68% and a Sharpe ratio of 0.49, reflecting a challenging risk-return profile. The 30-day holding period did not fully capitalize on broader market gains, highlighting the limitations of this strategy in capturing longer-term trends. Thus, while the short-term post-earnings strategy produced returns, it fell short of achieving optimal performance compared to market benchmarks.

CEO Commentary

Guidance

Additional News
StoneX recently announced its definitive agreement to acquire R.J. O'Brien, the oldest futures brokerage in the U.S. The acquisition is anticipated to close in the second half of 2025, strengthening StoneX’s position as a market leader in global derivatives. R.J. O'Brien's financial profile includes approximately $766 million in revenue and $170 million in EBITDA for 2024. Additionally, StoneX's New York vault received approval from CME Group to store and deliver precious metals like gold and silver, enhancing its service capabilities. In March 2025, StoneX also partnered with Bamboo Payment Systems to expand cross-border payment offerings in Latin America, further broadening its geographical reach and service portfolio.