NASDAQ$ETOR

eToro Group LTD · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

eToro Group LTD reported Q2 2026 results with net contribution of $229 million and net income of $53 million.

eToro delivered solid Q2 2026 results with 9% YoY growth in net contribution to $229 million, driven by equities trading strength. GAAP net income rose 77% to $53 million and adjusted EBITDA increased 9% to $78 million. Funded accounts grew 18% to 4.28 million and AUA reached $19.2 billion. The company also announced the acquisition of TradeZero to expand in the US.

  • Net contribution $229M (+9% YoY); adjusted EBITDA $78M (+9% YoY)
  • GAAP net income $53M (+77% YoY); adjusted net income $63M (+17% YoY)
  • Funded accounts 4.28M (+18% YoY); AUA $19.2B (+10% YoY)
  • Announced acquisition of TradeZero; cash & short-term investments $1.2B

Headline financials

Total Revenue

$229M

Previous: $210M+9.0%
EPS (adj)

$0.68

Previous: $0.56+21.4%
Funded Accounts

4.3M

Previous: 3.6M+17.9%
Adjusted Net Income

$63M

Previous: $54.2M+16.2%
Net Contribution

$229M

Previous: $210M+9.0%
Adjusted EBITDA

$78M

Previous: $71.9M+8.4%
Assets Under Administration

$19.2B

Previous: $17.5B+9.7%
Net Income

$53M

Previous: $30.2M+75.6%
Operating Income

$53M

No prior period
Cash & Equivalents

$946M

Previous: $1.19B-20.4%
Total Assets

$1.82B

Previous: $1.75B+3.9%

Revenue & EPS history

eToro Group LTD · Revenue · Quarterly

$229M

Q2 2026+9%vs Q2 2025
Beat estimate in 6 of 6 quarters(100%)
ActualEstimate

Revenue by segment

eToro Group LTD · $2.44B total across 6 segments · Q1 2026

  • Revenue from cryptoassets
    $2.15B-38.5%
  • Net trading income — equities, commodities, currencies
    $166M+71.0%
  • Net interest income from users
    $47.3M-10.1%
  • Net trading income — cryptoasset derivatives
    $33.4M-56.7%
  • Currency conversion and other income
    $31M+29.5%
  • Other interest income
    $8.71M+109.1%

Forward guidance

Company highlighted continued execution on long-term strategy including AI, on-chain finance, and US expansion via TradeZero acquisition; no specific numerical guidance provided.

Tailwinds

  • Diversified revenue streams and user engagement across asset classes
  • Product launches in trading, investing, wealth, and neo-banking
  • Acquisition expected to be accretive

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

+1.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-3.4%

Avg return

30 days after

40%

2 / 5 earnings

Positive

+20.4%

Q4 2025

Best reaction

-11.9%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-3.2%+4.5%+0.6%
Q4 2025+20.4%+13.5%+7.0%
Q3 2025+8.2%+16.1%+16.9%
Q2 2025-8.2%-12.9%-19.7%
Q1 2025-11.9%-19.0%-21.9%

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