Interactive Brokers Group, Inc. Class A (IBKR.US) surpasses Q4 earnings expectations with strong growth driven by both trading and interest income.

Interactive Brokers Group, Inc. Class A (IBKR.US) announced better-than-expected performance for the fourth quarter of 2025 on Tuesday, with client trading volumes continuing to achieve double-digit growth. Interactive Brokers Group, Inc. Class A achieved profit growth this quarter, primarily being driven by trading activity and interest income, with client base expansion and effective cost management, highlighting its operational resilience in volatile market conditions. Data shows that total net revenue reached $1.64 billion, in line with market consensus, higher than the previous quarter's $1.61 billion and $1.39 billion in the same period in 2024. Adjusted earnings per share (EPS) were $0.65, exceeding the market's general expectation of $0.59, a significant increase from $0.57 in the third quarter and $0.35 in the same period last year. After the financial report was released, the company's stock price fell by 1.03% in after-hours trading. Operating metrics showed strong performance. Daily Average Revenue Trades (DARTs) increased by 30% year-on-year to 4.04 million trades, which is also higher than the 3.62 million trades in the third quarter. Commission revenue was driven by the growth in client trading volumes, increasing by 22% year-on-year to $582 million. Options, futures, and stock client trading volumes increased by 27%, 22%, and 16% respectively. Net interest income remained high, reaching $966 million, which is almost the same as the third quarter ($967 million) and a significant increase from $807 million in the same period last year. The total number of client accounts continued to grow to 4.4 million, steadily increasing from 4.13 million in the previous quarter and 3.34 million in the same period last year. Cost control efforts were effective. Execution, clearing, and distribution expenses in the fourth quarter were $91 million, a 21% decrease year-on-year and a slight decrease compared to the previous quarter. It is worth mentioning that the online brokerage platform is expanding its cryptocurrency and prediction market product offerings. Interactive Brokers Group, Inc. Class A, headquartered in Greenwich, Connecticut, announced last week that clients can now fund their brokerage accounts using USDC stablecoin. This new service provides near-instant processing capabilities and operates globally in 170 markets 24/7. CEO Milan Galik stated in a press release, "Stablecoin funding provides international investors with the speed and flexibility required in today's markets. Clients can transfer funds and start trading within minutes, while reducing transaction costs." This announcement marks the latest expansion move by Interactive Brokers Group, Inc. Class A in the cryptocurrency space. In 2025, the company has added trading services for various tokens. Additionally, Interactive Brokers Group, Inc. Class A announced at the beginning of this month that as of the end of December, the number of client accounts was 4.399 million, a 32% increase year-on-year and a 2% increase from November. The daily average revenue trades for the month were 3.384 million, a 4% year-on-year increase, but a 21% decrease from November.