NASDAQ$TW

Tradeweb Markets Inc. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Tradeweb reported Q1 2026 total revenue of $617.8M and net income of $233.2M, with diluted EPS of $0.96.

Total revenue grew to $617.8 million from $509.7 million, led by transaction fees and commissions of $523.8 million. Operating income was $287.3 million; net income was $233.2 million ($0.96 diluted EPS attributable to Class A/B). The electronic trading platform benefited from higher volumes across rates, credit, and equities products.

  • Total revenue $617.8M (+21% YoY).
  • Transaction fees $523.8M drive top line.
  • Operating income $287.3M; net income $233.2M.
  • Diluted EPS $0.96 vs. $0.69.
  • Strong cash and investment balances support growth capex.

Headline financials

Total Revenue

$618M

Previous: $510M+21.2%
EPS (adj)

$0.96

Previous: $0.69+39.1%
Capital Expenditures

-$9.6M

Previous: -$1.65M-483.3%
Net Income

$205M

Previous: $148M+38.3%
Operating Income

$287M

Previous: $204M+40.7%

Revenue & EPS history

Tradeweb · Revenue · Quarterly

$618M

Q1 2026+21.2%vs Q1 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Tradeweb · $328M total across 6 segments · Q3 2023

  • Rates
    $173M+16.6%
  • Credit
    $90.1M+15.3%
  • Market Data
    $23M+8.2%
  • Equities
    $20.9M-1.8%
  • Money Markets
    $15.8M+21.5%
  • Other
    $5.85M+8.8%

Forward guidance

Outlook tied to market volumes, product innovation, and international expansion rather than formal quarterly EPS guidance in the 10-Q.

Tailwinds

  • Double-digit revenue growth with expanding operating leverage.
  • Diversified electronic markets franchise.

Headwinds

  • Market activity and rate volatility affect transaction fees.
  • Tax receivable agreement and non-controlling interests.

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 Q1 2026

Historical avgQ1 2026

+1.2%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+4.8%

Avg return

30 days after

60%

18 / 30 earnings

Positive

+10.8%

Q2 2023

Best reaction

-8.5%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.2%+0.1%-10.9%
Q4 2025+8.6%+15.8%+23.6%
Q3 2025-1.2%-0.6%+3.2%
Q1 2025+0.7%+5.0%+5.1%
Q4 2024-1.4%-0.6%+6.4%
Q3 2024-3.4%-3.3%+3.1%
Q2 2024-1.2%+1.9%+8.6%
Q1 2024-1.1%-1.2%+9.0%
Q4 2023+2.1%+5.2%+6.4%
Q3 2023+5.2%+7.9%+14.4%
Q2 2023+10.8%+9.0%+14.3%
Q1 2023+1.0%+1.2%-1.0%
Q4 2022-4.8%-1.2%-1.4%
Q3 2022+3.6%+3.6%+8.2%
Q2 2022+0.7%+3.2%-4.3%
Q1 2022-8.5%-11.4%-11.4%
Q4 2021-0.1%+1.0%+4.0%
Q3 2021+2.3%+5.0%+10.2%
Q2 2021-0.5%+0.4%+2.1%
Q1 2021+2.2%+2.3%+5.4%
Q4 2020+1.0%+5.1%+11.7%
Q3 2020-6.5%-5.7%+0.1%
Q2 2020-1.0%-0.7%+4.6%
Q1 2020+8.8%+9.9%+16.3%
Q4 2019+2.5%+7.1%-6.0%
Q4 2018+3.4%+4.5%+9.5%
Q3 2018+3.4%+4.5%+9.5%
Q3 2019+5.2%+6.1%+11.9%
Q2 2019-1.4%-0.8%-8.4%
Q1 2019+0.4%+2.2%-0.6%
Q2 2018
Q1 2018
Q4 2017
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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