Q1 2026 StoneX Group Inc Earnings Call Transcript

Feb 5, 2026 / 02:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

StoneX Group Inc (SNEX) reported record net operating revenues, net income, and EPS for the first quarter of fiscal 2026.
The acquisition of RJ O'Brien significantly enhanced listed derivatives volumes and average client equity.
The precious metals business generated $75 million in segment income, surpassing the entire previous fiscal year's performance.
The institutional segment reported a record quarter, bolstered by the addition of RJ O'Brien's Institutional business and other acquisitions.
StoneX Group Inc (SNEX) achieved a 22.5% return on equity, showcasing strong financial performance.

Negative

Total fixed compensation and other expenses increased by 31% compared to the prior year quarter.
FX CFDs and payments experienced a decline in growth, with FX CFDs revenues down 30% year-over-year.
The self-directed retail segment saw a 34% decline in net operating revenues and a 67% decrease in segment income.
Professional fees increased significantly due to higher legal fees related to various legal matters.
The integration of RJ O'Brien is ongoing, with full synergy realization expected to take time.

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

SNEX.OQ - Stonex Group Inc
Q1 2026 StoneX Group Inc Earnings Call
Feb 05, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and thank you for standing by.

Welcome to StoneX Group Inc. 1st quarter fiscal year '26 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 the question during the session, you will need to press 11 on your telephone. You would then hear an automated message advising your hand is raised.

To withdraw your question, please press 11 again.

I would now like to hand the call over to Bill Dunaway. Sir, you may begin.

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Unidentified_2 [2]
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