Q4 2025 StoneX Group Inc Earnings Call Transcript

Nov 25, 2025 / 02:00 PM GMT

Transcript 10-K8-K

Key Points

Positve

StoneX Group Inc (SNEX) reported a record net income of $85.7 million for the fourth quarter, with a 12% growth in net income.
Operating revenues increased by 31% year-over-year, reaching over $1.2 billion, driven by strong performance across most product lines.
The acquisition of RJ O'Brien contributed significantly to the company's growth, adding $22.1 million in pre-tax net income for the quarter.
The company's institutional segment saw record net operating revenues and segment income, with growth of 67% and 73% respectively.
StoneX Group Inc (SNEX) achieved a return on equity of 15.2% for the quarter, despite a 72% increase in book value over the last two years.

Negative

Earnings per share grew only 1% due to the issuance of additional shares related to the acquisition of RJ O'Brien.
FX CFD revenues declined by 34% year-over-year, primarily due to low volatility in FX markets.
The self-directed retail segment experienced a 35% decline in net operating revenues and a 51% drop in segment income.
Precious metals operating revenues declined by $6.8 million, partially offsetting gains in other areas.
The company incurred $9.3 million in pre-tax acquisition-related charges, impacting overall profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SNEX.OQ - Stonex Group Inc
Q4 2025 StoneX Group Inc Earnings Call
Nov 25, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Stone X Group Inc.

Q. 4 FY 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Bill Dunaway, CFO. Please go ahead, sir.

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Unidentified_2 [2]
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