NASDAQ$IBIT

iShares Bitcoin Trust · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

iShares Bitcoin Trust reported a Q1 2025 net decrease in net assets from operations of $6.46B, or $6.41 per share.

For the quarter ended March 31, 2025, the Trust's net asset value fell 7.27% as bitcoin prices declined about 11% while shares outstanding increased from creations. Net decrease in net assets from operations was $6.46 billion ($6.41 per share), reflecting unrealized losses on bitcoin holdings and the sponsor fee; the Trust had no operating revenue.

  • NAV declined with bitcoin price; shares outstanding rose to 1.01B.
  • Net decrease from operations $6.46B ($6.41 per share).
  • Unrealized loss on bitcoin $7.06B partially offset by redemptions.
  • Sponsor fee $32.9M; no product revenue at trust level.

Headline financials

Total Revenue

$633M

Previous: $101K+629434.8%
EPS (adj)

-$6.41

Previous: $19.07-133.6%
Free Cash Flow

-$6.46B

Previous: $3.8B-269.8%
Net Income

-$6.46B

Previous: $3.8B-269.8%
Operating Income

-$32.9M

Previous: -$3.14M-947.8%
Gross Profit

$633M

Previous: $101K+629434.8%

Revenue & EPS history

iShares Bitcoin Trust · Revenue · Quarterly

$633M

Q1 2025+629,434.8%vs Q1 2024

Forward guidance

Commodity trust outlook tracks bullion prices, creations/redemptions, and sponsor fees rather than traditional EPS guidance.

Tailwinds

  • Institutional demand for physical exposure can increase AUM.
  • Low expense ratio versus active alternatives.

Headwinds

  • Spot price volatility flows directly to NAV per share.
  • Sponsor fee and transaction costs reduce long-term returns.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.6%

Avg return

Earnings day

+5.2%

Avg return

5 days after

-2.6%

Avg return

30 days after

57%

4 / 7 earnings

Positive

+10.9%

Q2 2024

Best reaction

-1.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.9%-26.1%
Q3 2025+3.0%+5.3%-11.4%
Q2 2025-1.0%+1.4%-4.4%
Q1 2025+1.3%+7.2%+9.8%
Q3 2024+0.7%+17.6%+33.2%
Q2 2024+10.9%+11.1%-2.5%
Q1 2024-1.8%-5.1%-17.0%

Discussion

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