For the quarter ended June 2025, Robinhood Markets, Inc. (HOOD) reported revenue of $989 million, up 45% over the same period last year. EPS came in at $0.42, compared to $0.21 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $922.1 million, representing a surprise of +7.26%. The company delivered an EPS surprise of +35.48%, with the consensus EPS estimate being $0.31.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Robinhood Markets performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets Under Custody - Total: $278.60 billion versus $254.32 billion estimated by three analysts on average.
- Funded Customers: $26.5 million versus the three-analyst average estimate of $26.33 million.
- Revenues- Net interest revenues- Securities lending, net: $54 million versus the four-analyst average estimate of $26.02 million. The reported number represents a year-over-year change of +58.8%.
- Revenues- Transaction-based- Options: $265 million versus $246.28 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +45.6% change.
- Revenues- Net interest revenues- Margin interest: $114 million compared to the $116.12 million average estimate based on four analysts. The reported number represents a change of +56.2% year over year.
- Revenues- Transaction-based- Other: $48 million compared to the $42.53 million average estimate based on four analysts. The reported number represents a change of +100% year over year.
- Revenues- Transaction-based- Equities: $66 million versus $70.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +65% change.
- Revenues- Transaction-based revenues: $539 million versus $514.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +64.8% change.
- Revenues- Net interest revenues: $357 million versus the four-analyst average estimate of $310.13 million. The reported number represents a year-over-year change of +25.3%.
- Revenues- Other revenues: $93 million versus $96.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +32.9% change.
- Revenues- Transaction-based- Cryptocurrencies: $160 million compared to the $166.8 million average estimate based on four analysts. The reported number represents a change of +97.5% year over year.
- Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits: $77 million compared to the $57.52 million average estimate based on three analysts. The reported number represents a change of +13.2% year over year.
View all Key Company Metrics for Robinhood Markets here>>>
Shares of Robinhood Markets have returned +11.9% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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Robinhood Markets, Inc. (HOOD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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