Robinhood Markets, Inc.: EPS $0.60 vs $0.558 expected; revenue $1.42B vs $1.44B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.600 | 0.558 | +7.5% | 0.610 |
| Revenue (USD bn) | 1.420 | 1.440 | −1.0% | 1.270 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 0.60 | 0.5580 | +7.5% | 1.42 | 1.44 | −1.0% |
| Jul 29, 2026 | Q2 FY2026 | 0.62 | 0.4297 | +44.3% | 1.31 | 1.29 | +1.7% |
| Apr 28, 2026 | Q1 FY2026 | 0.38 | 0.3853 | −1.4% | 1.07 | 1.14 | −6.4% |
| Feb 10, 2026 | Q4 FY2025 | 0.66 | 0.6310 | +4.6% | 1.28 | 1.35 | −5.3% |
| Nov 5, 2025 | Q3 FY2025 | 0.61 | 0.5380 | +13.4% | 1.27 | 1.21 | +5.1% |
| Jul 30, 2025 | Q2 FY2025 | 0.42 | 0.3067 | +36.9% | 0.99 | 0.91 | +8.1% |
| Apr 30, 2025 | Q1 FY2025 | 0.37 | 0.3253 | +13.7% | 0.93 | 0.92 | +0.8% |
| Feb 12, 2025 | Q4 FY2024 | 1.01 | 0.4184 | — | 1.01 | 0.95 | +7.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Robinhood Markets, Inc. results: EPS $0.60 vs $0.558 expected; revenue $1.42B vs $1.44B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 7.5%; revenue below the estimate by 1.0%.
Revenue was up 11.8% from $1.27 billion a year earlier (Q3 FY2025). EPS was down 1.6% from $0.61 a year earlier. On its record, EPS topped analysts' estimates in 5 of 6 earlier comparable reports.
What the results mean
Robinhood Markets, Inc. operates a platform combining trading in stocks, exchange-traded funds, options and cryptocurrencies with cash management services. This breadth makes customer activity and service usage central to understanding the business, alongside its ability to retain customers within the platform.
Revenue growth reflects business expansion, but does not by itself identify the underlying driver. Without details from a press release, that growth cannot be attributed to a particular asset category or service. The distribution of activity between trading and cash management remains important to understanding its character.
Robinhood provides educational content, financial news, watchlists and alerts that support the investing experience. Their commercial relevance lies in their potential to encourage continued platform use, while their actual contribution to revenue and profitability requires clarification.
What to watch on the earnings call: Watch for management's explanation of the sources of revenue growth, the distribution of customer activity across asset categories and cash management services, and the persistence of platform usage. Discussion of operating costs, spending on service development, and the role of educational content and monitoring tools in customer retention will also be relevant.
For the full analysis of Robinhood Markets, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.