NASDAQ$MKTX

Marketaxess Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

MarketAxess reported solid financial results with revenue growth driven by total credit ADV and Pragma revenues.

MarketAxess reported a 10% increase in total revenues, reaching $197.7 million, driven by growth in total credit average daily volume (ADV) and revenues from Pragma. The company's diluted earnings per share increased to $1.72, and the board increased the share repurchase authorization to $250 million.

  • Total revenues increased by 10% to $197.7 million, including $7.9 million from Pragma.
  • Services revenue grew by 22% to $26.0 million, driven by record information services revenue and $2.9 million from Pragma.
  • Diluted earnings per share increased to $1.72 on net income of $64.9 million.
  • The Board of Directors increased the share repurchase authorization to $250 million.

Headline financials

Total Revenue

$198M

Previous: $180M+9.9%
EPS

$1.72

Previous: $1.59+8.2%
Total Credit Volume

$13.7B

Previous: $754B-98.2%
Rates Trading Volume

$20.4B

Previous: $967B-97.9%
Total Trading ADV

$34.2B

No prior period
Portfolio Trading ADV

$888M

No prior period
Dealer-Initiated ADV

$1.29B

No prior period
Capital Expenditures

-$8.89M

Previous: -$1.27M-599.1%
Free Cash Flow

$56M

Previous: $58.6M-4.3%
Net Income

$64.9M

Previous: $59.9M+8.5%
Operating Income

$81.3M

Previous: $75.7M+7.4%
Gross Profit

-$412K

Previous: -$59K-598.3%
Cash & Equivalents

$434M

Previous: $396M+9.5%
Total Assets

$1.89B

Previous: $1.62B+16.5%
Stock-Based Comp

$7.98M

Previous: $6.89M+15.8%

Revenue & EPS history

MarketAxess · Revenue · Quarterly

$198M

Q2 2024+9.9%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

MarketAxess · $172M total across 3 segments · Q3 2023

  • Commission
    $150M-1.7%
  • Information Services
    $11.8M+21.5%
  • Post-Trade Services
    $9.83M+9.3%

Forward guidance

The international roll-out of X-Pro and the launch of the next phase of our high-touch strategy is expected to occur late in the third quarter and will include initial elements of AI dealer select functionality.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.8%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.5%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+13.9%

Q4 2016

Best reaction

-20.2%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-5.6%-21.5%
Q4 2025-0.3%+9.8%+14.3%
Q3 2025+0.8%+2.4%+0.9%
Q1 2025-0.3%-4.7%-2.9%
Q4 2024+1.6%-1.4%+5.5%
Q3 2024-1.7%-1.8%-14.0%
Q2 2024+2.9%+5.9%+15.8%
Q1 2024-1.7%+0.2%+0.1%
Q4 2023-20.2%-19.3%-20.5%
Q3 2023-9.9%-9.2%-1.9%
Q2 2023+3.6%+3.2%-5.0%
Q1 2023-0.8%+0.5%-11.6%
Q4 2022+12.1%+11.4%+5.2%
Q3 2022-4.0%+0.3%+7.7%
Q2 2022-1.5%-3.7%-4.5%
Q1 2022+3.5%+1.6%+5.9%
Q4 2021-6.2%-2.1%+7.8%
Q3 2021-0.1%-1.0%-12.5%
Q2 2021+0.9%+1.4%+3.3%
Q1 2021-3.0%-5.3%-12.9%
Q4 2020+5.2%+11.6%+9.0%
Q3 2020+1.8%-1.5%-6.0%
Q2 2020-4.5%-2.3%-6.3%
Q1 2020+3.1%+3.5%+15.2%
Q4 2019-0.5%-1.2%-9.9%
Q3 2019+2.6%+2.4%+15.2%
Q2 2019-6.5%-8.4%+5.7%
Q1 2019+1.1%+5.3%+9.8%
Q4 2018+0.6%+1.4%+13.9%
Q3 2018+9.2%+8.4%+10.7%
Q2 2018-4.4%-8.3%-10.6%
Q1 2018-0.7%-1.1%+4.8%
Q4 2017+2.0%+2.8%+5.7%
Q3 2017-5.6%-9.0%-0.8%
Q2 2017+3.0%+1.7%-4.5%
Q1 2017+6.1%+4.0%+5.1%
Q4 2016+13.9%+14.5%+23.9%
Q3 2016-1.0%-1.0%+11.4%
Q2 2016+5.1%+5.2%+8.0%
Q1 2016-4.4%
Q4 2015+7.3%
Q3 2015-6.8%
Q2 2015-2.3%
Q1 2015-1.5%
Q4 2014+2.4%
Q3 2014-6.7%
Q2 2014+12.0%
Q1 2014-2.9%
Q4 2013+2.9%
Q3 2013+0.6%
Q2 2013+1.0%
Q1 2013+6.4%
Q4 2012-0.5%
Q3 2012-0.9%
Q2 2012+3.3%
Q1 2011+2.5%
Q1 2012+1.0%
Q4 2009-1.8%
Q4 2011-1.8%
Q3 2011+13.3%
Q3 2010+13.3%
Q2 2011+3.5%
Q2 2010+3.5%
Q4 2010+3.5%
Q1 2010+1.0%

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