NASDAQ$SNEX

StoneX Group Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported record fiscal year results, with a 9% increase in net income, and a 13% increase in quarterly net operating revenues.

StoneX Group Inc. reported strong Q4 results with a 51% increase in net income to $76.7 million and diluted EPS of $2.32, representing an 18.5% return on equity. The company experienced continued strong client engagement with increased volumes across nearly all operating segments and products, achieving record annual earnings of $260.8 million, up 9%.

  • Net income was $76.7 million, a 51% increase over the prior year period.
  • Diluted EPS was $2.32, representing an 18.5% return on equity for the quarter.
  • Experienced continued strong client engagement with increased volumes across nearly all operating segments and products despite relatively low volatility.
  • Achieved another record annual result, with earnings of $260.8 million, or $7.96 per diluted share, which were up 9% and 7%, respectively.

Headline financials

Total Revenue

$31.1B

Previous: $778M+3902.4%
EPS (adj)

$2.42

Previous: $1.67+44.9%
Return on Equity

18.5%

No prior period
Listed derivatives contracts

57.5M

No prior period
Listed derivatives avg. RPC

$1.99

No prior period
Avg. client equity - listed deriv.

$6.64B

No prior period
OTC derivatives contracts

954.0K

No prior period
OTC derivatives avg. RPC

$49.05

No prior period
Securities ADV

$7.57B

No prior period
Securities RPM

$257.00

No prior period
Avg. MM/FDIC sweep balances

$993M

No prior period
FX/CFD contracts ADV

$11B

No prior period
FX/CFD contracts RPM

$122.00

No prior period
Payments ADV

$70M

No prior period
Payments RPM

$10.7K

No prior period
Capital Expenditures

-$16.7M

Previous: $14.1M-218.4%
Net Income

$76.7M

Previous: $50.7M+51.3%
Operating Income

$98.1M

Previous: $75.4M+30.1%
Gross Profit

$457M

Previous: $430M+6.4%
Stock-Based Comp

$9.4M

Previous: $6.7M+40.3%

Revenue & EPS history

StoneX · Revenue · Quarterly

$31.1B

Q4 2024+3,902.4%vs Q4 2023
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Revenue by segment

StoneX · $624M total across 3 segments · Q3 2023

  • Institutional
    $381M+82.3%
  • Commercial
    $253M+48.5%
  • Eliminations
    -$10.2M

Forward guidance

This press release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, such as those pertaining to the Company’s financial condition, results of operations, business strategy and financial needs.

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 Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+3.2%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+13.5%

Q2 2026

Best reaction

-15.8%

Q1 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+13.5%+9.7%+8.5%
Q1 2026+3.8%+10.5%-4.5%
Q4 2025+6.1%+7.9%+16.7%
Q2 2025-6.7%-5.3%-9.5%
Q1 2025+8.0%+7.8%+3.2%
Q4 2024+5.7%+5.4%-3.2%
Q3 2024+3.2%+4.0%+8.7%
Q2 2024+3.0%-1.8%-4.4%
Q1 2024-1.9%+1.2%+4.5%
Q4 2023-7.7%-10.6%+0.0%
Q3 2023+5.5%+7.0%+1.2%
Q2 2023-13.8%-12.9%-12.2%
Q1 2023+12.9%+17.6%+15.1%
Q4 2022+5.9%+4.5%+2.7%
Q3 2022+2.8%+2.9%+2.2%
Q2 2022+8.7%+5.5%+13.0%
Q1 2022+11.4%+10.8%+6.3%
Q4 2021-15.8%-7.2%-7.3%
Q3 2021-1.1%-1.8%+2.4%
Q2 2021+10.6%+10.8%+6.4%
Q1 2021-2.1%-6.5%+3.1%
Q4 2020-14.6%-21.3%-4.2%
Q3 2020+3.1%+4.6%-1.3%
Q2 2020+13.4%+4.0%+50.7%
Q1 2020+1.7%-0.9%-17.4%
Q4 2019+4.2%+19.2%+20.7%
Q3 2019+1.3%+2.4%+9.8%
Q2 2019-6.0%-6.7%-12.9%
Q1 2019-3.5%-0.4%+1.8%
Q4 2018+0.8%-3.7%-5.7%
Q3 2018+0.0%-0.9%+1.4%
Q2 2018+2.0%+1.8%+11.9%
Q1 2018-1.9%-1.1%+12.5%
Q4 2017-5.1%-2.7%+0.4%
Q3 2017-2.1%-5.7%-12.1%
Q2 2017-7.0%-4.6%-0.9%
Q1 2017-1.0%+1.8%+2.1%
Q4 2016-6.8%-5.5%-13.1%
Q3 2016+9.3%+10.2%+28.5%
Q2 2016-1.8%
Q1 2016-3.3%
Q4 2015-4.1%
Q3 2015-5.1%
Q2 2015+5.4%
Q1 2015+3.2%
Q4 2014+1.3%
Q3 2014-3.3%
Q2 2014+1.0%
Q1 2014+3.0%
Q4 2013+0.9%
Q3 2013-1.7%
Q2 2013-7.7%
Q1 2013-1.1%
Q4 2012-2.7%
Q3 2012-2.8%
Q2 2012-6.8%
Q1 2012-0.6%
Q1 2011-15.8%
Q4 2011+1.8%
Q2 2011+1.8%
Q4 2009+1.8%
Q3 2010+1.6%
Q3 2011+1.6%
Q4 2010+1.6%
Q2 2010-2.3%

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