<span item_type="fundamental" item_id="f30ee59a4491bf2624b933cdccf2787e" counter_id="ST/US/SNEX" env="prod"></span><span item_type="announcement" item_id="645493776999321729" 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 139.6 B.</p><p></p><h4>Overall Company Performance</h4><p>StoneX Group Inc. reported net operating revenues of $1,553.5 million for the six months ended March 31, 2026, an increase from $979.4 million in the prior year period. Net income for the same period was $313.3 million, up from $156.8 million. Total assets increased to $53,626.9 million as of March 31, 2026, from $45,268.0 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Commercial Segment</h4><p>For the six months ended March 31, 2026, non-interest revenues were $82,585.2 million, up from $63,310.9 million in the prior year, while interest income increased to $165.6 million from $99.4 million. Total revenues reached $82,750.8 million, compared to $63,410.3 million. Cost of sales of physical commodities was $81,785.8 million, up from $62,925.7 million. Operating revenues were $965.0 million, an increase from $484.6 million, and net operating revenues grew to $726.5 million from $385.8 million. Net contribution was $550.3 million, up from $288.7 million, and segment income increased to $423.4 million from $201.3 million. Total assets for the segment were $10,896.2 million as of March 31, 2026, compared to $9,826.3 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Institutional Segment</h4><p>For the six months ended March 31, 2026, non-interest revenues were $737.3 million, up from $438.4 million in the prior year, and interest income increased to $997.1 million from $662.4 million. This resulted in total revenues of $1,734.4 million, compared to $1,100.8 million. Operating revenues were $1,734.4 million, up from $1,100.8 million. Net operating revenues increased to $639.7 million from $365.0 million, net contribution was $418.2 million, up from $246.3 million, and segment income increased to $260.2 million from $164.6 million. Total assets for the segment were $38,787.2 million as of March 31, 2026, compared to $32,465.5 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Self-Directed/Retail Segment</h4><p>For the six months ended March 31, 2026, non-interest revenues were $185.6 million, down from $197.9 million in the prior year, and interest income decreased to $15.3 million from $15.9 million. Total revenues were $200.9 million, compared to $213.8 million. Operating revenues were $200.9 million, down from $213.8 million. Net operating revenues decreased to $133.7 million from $155.3 million, net contribution was $124.3 million, down from $147.9 million, and segment income decreased to $48.5 million from $76.5 million. Total assets for the segment were $1,342.2 million as of March 31, 2026, compared to $1,256.2 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Payments Segment</h4><p>For the six months ended March 31, 2026, non-interest revenues were $112.4 million, up from $107.3 million in the prior year, while interest income decreased to $0.6 million from $1.1 million. Total revenues were $113.0 million, compared to $108.4 million. Operating revenues were $113.0 million, up from $108.4 million. Net operating revenues increased to $106.5 million from $103.0 million, net contribution was $89.1 million, up from $85.1 million, and segment income increased to $65.7 million from $58.6 million. Total assets for the segment were $606.1 million as of March 31, 2026, compared to $722.5 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Corporate Segment</h4><p>For the six months ended March 31, 2026, non-interest revenues were $13.0 million, up from $5.9 million in the prior year, while interest income decreased to $18.9 million from $21.9 million. Total revenues were $31.9 million, compared to $27.8 million. Operating revenues were $31.9 million, up from $27.8 million. Net operating revenues were - $52.9 million, compared to - $29.7 million, net contribution was - $92.8 million, compared to - $68.6 million, and segment income was - $385.8 million, compared to - $287.0 million. Total assets for the segment were $1,995.2 million as of March 31, 2026, compared to $997.5 million as of September 30, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p><h4>Outlook and Strategy</h4><p>StoneX Group Inc. plans to renew its expiring committed credit facilities, anticipating success due to its strong liquidity and capital structure. The company observed robust transactional volume growth across listed and OTC derivatives, securities, and payments, which validates its investments in execution, clearing, and hedging platforms. However, global instability, new tariffs, or changes to existing tariffs could adversely affect its financial position and operational results.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/913760/000091376026000031/intl-20260331.htm"></span></p>

StoneX | 10-Q: FY2026 Q2 Revenue: USD 45.761 T