Interactive Brokers Group, Inc. (IBKR) Earnings History

Interactive Brokers Group, Inc. - Q4 FY2025 Earnings

Filed at: Jan 20, 2026, 4:02 PM EST|Read from source

EXECUTIVE SUMMARY

Interactive Brokers Group reported strong Q4 FY2025 results driven by significant increases in customer trading volumes and net interest income, leading to robust revenue and EPS growth.

POSITIVE HIGHLIGHTS

  • •

    Commission revenue increased 22% to $582 million due to higher customer trading volumes across options, futures, and stocks.

    positive
  • •

    Net interest income increased 20% to $966 million, driven by higher average customer margin loans, customer credit balances, and stronger securities lending.

    positive
  • •

    Customer accounts increased 32% to 4.40 million, and customer equity grew 37% to $779.9 billion.

    positive
  • •

    Pretax profit margin improved to 79% from 75% in the prior year quarter.

    positive

CONCERNS & RISKS

  • •

    Execution, clearing and distribution fees decreased 21% to $91 million, primarily due to the reduction of SEC Section 31 transaction fees to zero.

    attention
  • •

    Other income decreased 55% to $10 million, mainly due to a $10 million decrease related to investing activities.

    attention
  • •

    The currency diversification strategy decreased comprehensive earnings by $7 million.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.64B
+18.4%
Prior year: $1.39B
Annual (YTD)
$6.21B
N/A
Prior year: $5.18B
Net Income
Quarterly
$1.20B
+23.9%
Prior year: $969.00M
Annual (YTD)
$4.36B
N/A
Prior year: $3.41B
EPS (Diluted)
Quarterly
$0.63
+26.0%
Prior year: $0.50
Annual (YTD)
$2.22
N/A
Prior year: $1.73
Operating Income
Quarterly
$1.30B
+25.0%
Prior year: $1.04B
Annual (YTD)
$4.77B
N/A
Prior year: $3.69B
EPS (Basic)
Quarterly
$0.64
+28.0%
Prior year: $0.50
Annual (YTD)
$2.23
N/A
Prior year: $1.75

MARGIN ANALYSIS

Operating Margin
Current Quarter
79.0%
Prior Year
75.0%
YoY Change
+400 bps
Net Margin
Current Quarter
73.1%
Prior Year
69.9%
YoY Change
+323 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

The company highlighted the impact of reduced SEC Section 31 transaction fees on execution, clearing, and distribution fees.

— Interactive Brokers Group, Inc., Q4 FY2025 2025 Earnings Call

Interactive Brokers' currency diversification strategy resulted in a $7 million decrease in comprehensive earnings.

— Interactive Brokers Group, Inc., Q4 FY2025 2025 Earnings Call

The company noted a $10 million decrease in other income related to investing activities.

— Interactive Brokers Group, Inc., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Customer Accounts
4.4M
+32.0% YoY
accounts
Customer Credits
160100.0M
+34.0% YoY
dollars
Customer Equity
779900.0M
+37.0% YoY
dollars
Customer Margin Loans
90200.0M
+40.0% YoY
dollars
Customer Trading Volume Futures
62.9M
+21.7% YoY
Prior year: 51.7M
contracts
Customer Trading Volume Options
452.9M
+27.1% YoY
Prior year: 356.3M
contracts
Customer Trading Volume Stocks
111.1M
+15.8% YoY
Prior year: 95.9M
shares
Total Darts
4.0M
+30.0% YoY
trades

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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