NASDAQ$MRX

Marex Group plc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Marex Group Limited reported record Q2 2026 revenue of $695.8 million and profit after tax of $155.3 million.

Marex delivered strong Q2 2026 results with revenue up 39% year-over-year to $695.8 million, driven by growth across all segments. Profit after tax more than doubled to $155.3 million, and basic EPS rose 103% to $2.09. Adjusted profit before tax increased 56% to $165.9 million with margin expansion to 23.8%.

  • Q2 revenue rose 39% YoY to a record $695.8m across Clearing, Agency & Execution, Market Making, and Hedging & Investment Solutions.
  • Profit after tax doubled to $155.3m (+102% YoY) including a $35.4m gain on sale of Winterflood custody business; continuing operations profit after tax $119.9m (+56%).
  • Adjusted PBT grew 56% to $165.9m with margin improving 250 bps to 23.8%, reflecting shift to higher-margin businesses.
  • Basic EPS increased 103% to $2.09; ROE reached 37.5% and adjusted ROE 37.8%.

Headline financials

Total Revenue

$696M

Previous: $500M+39.1%
EPS (adj)

$1.72

Previous: $1.08+59.3%
ROE

37.5%

Previous: 28.4%+32.0%
Adjusted Profit Before Tax

$166M

Previous: $106M+55.9%
Adjusted ROE

37.8%

Previous: 31.4%+20.4%
Net Income

$155M

Previous: $76.7M+102.5%
Operating Income

$158M

No prior period

Revenue & EPS history

Marex Group plc · Revenue · Quarterly

$696M

Q2 2026+39.1%vs Q2 2025
Beat estimate in 6 of 6 quarters(100%)
ActualEstimate

Revenue by segment

Marex Group plc · $696M total across 5 segments · Q2 2026

  • Agency and Execution
    $351M+34.6%
  • Clearing
    $161M+16.2%
  • Market Making
    $118M+105.9%
  • Hedging and Investment Solutions
    $71M+74.4%
  • Corporate
    -$5.7M

Forward guidance

Management highlighted continued structural growth, margin expansion, and confidence in sustainable growth across market environments through client franchise deepening and acquisitions.

Tailwinds

  • Record first half revenue and profitability with Adjusted PBT up 57% to $318.6m.
  • Margin expansion and increasing contribution from infrastructure-intensive businesses.
  • Strong client momentum with 77 clients generating >$5m annualized revenue.

Historical earnings impact

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

Avg. return before/after earnings

Based on 5 quarterly earnings reports

Historical avg

+3.5%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+8.6%

Avg return

30 days after

80%

4 / 5 earnings

Positive

+14.8%

Q2 2024

Best reaction

-5.4%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026-5.4%+3.7%+6.9%
Q3 2025+4.6%+13.2%+22.4%
Q2 2025+3.3%+0.8%-3.1%
Q1 2025+0.1%-12.4%-3.7%
Q2 2024+14.8%+12.3%+20.7%
Q4 2023
Q2 2023
Q4 2022
Q4 2021
Q2 2021
Q4 2020
Q2 2020
Q4 2019
Q2 2019

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