<span item_type="fundamental" item_id="a6fae94a3babb50662ef281c6797a41c" counter_id="ST/US/SNEX" env="prod"></span><span item_type="announcement" item_id="645478763807576193" env="prod"></span><p>Revenue: As of FY2026 Q2, the actual value is USD 45.761 T.</p><p>EPS: As of FY2026 Q2, the actual value is USD 2.07, beating the estimate of USD 1.485.</p><p>EBIT: As of FY2026 Q2, the actual value is USD 136.9 B.</p><p></p><h4>Consolidated Financial Performance (Three Months Ended March 31, 2026 vs. 2025)</h4><p>StoneX Group Inc. reported net operating revenues of $829.1 million, a 70% increase from $487.3 million in the prior year. Net income rose by 143% to $174.3 million, up from $71.7 million. The company’s Return on Equity (ROE) was 26.5%, compared to 15.7% in the prior year, and ROE on Tangible Book Value was 37.0%, an increase from 16.5%. Adjusted EBITDA for the quarter was $296.9 million, marking a 115% increase from $138.2 million. Total revenues reached $45,760.9 million, up 24% from $36,890.7 million, while the cost of sales of physical commodities increased by 23% to $44,194.1 million from $35,934.7 million. Operating revenues grew by 64% to $1,566.8 million from $956.0 million. Transaction-based clearing expenses were $152.7 million, up 66% from $91.8 million, and introducing broker commissions increased by 114% to $97.4 million from $45.5 million. Interest expense rose by 46% to $461.1 million from $316.6 million. Variable compensation and benefits were $248.5 million, up 69% from $146.7 million, and net contribution was $580.6 million, a 70% increase from $340.6 million. Fixed compensation and benefits were $158.7 million, up 32% from $120.4 million, with total fixed compensation and other expenses at $350.8 million, up 44% from $243.5 million. Income before tax was $227.1 million, a 134% increase from $97.1 million, and income tax expense was $52.8 million, up 108% from $25.4 million. The diluted weighted-average number of common shares outstanding was 81,456,531, up 10% from 74,064,635 shares. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></p><h4>Consolidated Financial Performance (Six Months Ended March 31, 2026 vs. 2025)</h4><p>For the six months ended March 31, 2026, StoneX Group Inc. reported net operating revenues of $1,553.5 million, a 59% increase from $979.4 million. Net income doubled to $313.3 million from $156.8 million. ROE was 24.5%, compared to 17.5% in the prior year, and ROE on Tangible Book Value was 34.7%, up from 18.3%. Adjusted EBITDA increased by 88% to $547.8 million from $291.6 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></p><h4>Segment Operating Revenues (Three Months Ended March 31, 2026 vs. 2025)</h4><ul><li><strong>Commercial</strong>: $537.6 million, up 115% from $249.8 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Institutional</strong>: $868.4 million, up 55% from $561.2 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Self-Directed/Retail</strong>: $106.5 million, up 16% from $92.2 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Payments</strong>: $56.0 million, up 11% from $50.3 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li></ul><h4>Segment Income (Three Months Ended March 31, 2026 vs. 2025)</h4><ul><li><strong>Commercial</strong>: $244.3 million, up 151% from $97.2 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Institutional</strong>: $120.9 million, up 40% from $86.5 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Self-Directed/Retail</strong>: $30.2 million, up 40% from $21.5 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li><li><strong>Payments</strong>: $31.8 million, up 30% from $24.5 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></li></ul><h4>Key Operating Metrics (Three Months Ended March 31, 2026 vs. 2025)</h4><p>Listed Derivatives Operating Revenues increased by 148% to $317.8 million from $128.4 million, with listed derivatives contracts rising by 59% to 97,152 thousand from 61,153 thousand. Average client equity in listed derivatives grew by 110% to $13,958 million from $6,639 million. OTC Derivatives Operating Revenues were $119.1 million, up 98% from $60.3 million, with OTC derivatives contracts increasing by 68% to 1,507 thousand from 897 thousand. Securities Operating Revenues rose by 38% to $587.9 million from $426.7 million, and securities average daily volume (ADV) was $12,066 million, up 35% from $8,915 million. Physical Contracts Operating Revenues saw a 162% increase to $190.1 million from $72.6 million. Interest/Fees Earned on Client Balances Operating Revenues grew by 54% to $156.5 million from $101.7 million. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></p><h4>Balance Sheet Summary (March 31, 2026 vs. September 30, 2025)</h4><p>Cash and cash equivalents were $2,122.6 million, compared to $1,605.8 million. Securities purchased under agreements to resell increased to $15,201.1 million from $10,325.4 million, while securities borrowed decreased to $2,289.9 million from $2,743.1 million. Financial instruments owned, at fair value, were $11,261.9 million, compared to $8,604.4 million. Stockholders’ equity increased to $2,699.3 million from $2,377.4 million. Common stock outstanding was 79,029,499 shares, compared to 78,279,953 shares, resulting in a net asset value per share of $34.16, up from $30.37. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></p><h4>Outlook</h4><p>StoneX Group Inc. anticipates that the integration of R.J. O’Brien will be substantially completed during the current fiscal year. The company remains confident in achieving its targeted synergies from the R.J. O’Brien acquisition. <span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000029/snex2026er_exhq2roll.htm"></span></p>

StoneX | 8-K: FY2026 Q2 Revenue: USD 45.761 T