财务数据和关键指标变化 - 公司本季度净收入和税前利润均创历史新高,净收入达到12.66亿美元,税前利润率达到72% [24][25][26][34] - 佣金收入达到4.06亿美元,仅次于2021年第一季度疫情期间的高点 [25] - 净利息收入达到7.92亿美元,创历史新高 [26] - 其他费用和服务收入同比增长45%,主要由风险敞口费用、交易所付款和FDIC存款费用增加带动 [28] 各条业务线数据和关键指标变化 - 期权合约量同比增长35%,创下新纪录 [37] - 期货合约量同比增长10%,为公司第二高的季度 [37] - 股票交易量同比增长26% [37] 各个市场数据和关键指标变化 - 欧洲和亚洲地区的客户账户和客户资产增长最快 [15] - 个人投资者、引入经纪商和自营交易商的账户增长最快,财务顾问的客户资产增长最快 [16] 公司战略和发展方向及行业竞争 - 公司持续推出新产品和服务,如加强ATS交易系统、推出面向财务顾问的新平台、增加交易品种等 [18][19][20][21][22] - 公司正在与多家引入经纪商合作,管线健康,已有HSBC在UAE上线,其他国家正在测试和上线 [17][58][60] - 公司认为期货、期权等衍生品交易将在全球范围内持续增长,是一个重要的发展机会 [86][87][88][89] 管理层对经营环境和未来前景的评论 - 宏观经济环境存在不确定性,包括利率变化、地缘政治局势等,但公司认为这些因素可能带来更多的交易活跃度 [74][75] - 如果美联储降息25个基点,公司年度净利息收入将减少5900万美元 [45][46] 其他重要信息 - 公司在纽约证券交易所的一宗交易错误导致损失,但无法通过现有规则进行追偿 [93][94] - 公司一直在努力提高自动化和技术水平,以提高运营效率,减少人工成本 [108][109] 问答环节重要的提问和回答 问题1 **Ben Budish 提问** 询问新增客户的特点,包括个人投资者和对冲基金 [49][50] **Milan Galik 回答** 新增客户正在逐步将资产转移到公司,带来了账户数、交易量、净利息收入等多方面的增长 [50][51] 问题2 **Craig Siegenthaler 提问** 询问HSBC合作的具体情况,包括现有客户迁移和新增客户的情况 [57][58][59][60] **Milan Galik 回答** HSBC在UAE的现有客户将迁移到公司平台,约1万个账户,其他国家的合作是新增客户 [58][60] 问题3 **Kyle Voigt 提问** 询问证券借贷收入的披露变化和计算方法 [78][79][82][83] **Paul Brody 回答** 公司将部分之前计入其他收入的证券借贷相关收入,重新归类到净利息收入中,以更准确反映这一业务的收益 [82][83]

For the quarter ended June 2024, Interactive Brokers Group, Inc. (IBKR) reported revenue of $1.23 billion, up 23% over the same period last year. EPS came in at $1.76, compared to $1.32 in the year-ago quarter.The reported revenue represents a surprise of -2.70% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $1.69, the EPS surprise was +4.14%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Interactive Brokers Group, Inc. (IBKR) came out with quarterly earnings of $1.76 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.14%. A quarter ago, it was expected that this company would post earnings of $1.63 per share when it actually produced earnings of $1.64, delivering a surprise of 0.61%.Over the last four quarters ...

INTERACTIVE BROKERS GROUP ANNOUNCES 2Q2024 RESULTS GAAP DILUTED EPS OF $1.65, ADJUSTED1 EPS OF $1.76 GAAP NET REVENUES OF $1,230 MILLION, ADJUSTED NET REVENUES OF $1,290 MILLION GREENWICH, CT, July 16, 2024 — Interactive Brokers Group, Inc. (Nasdaq: IBKR), an automated global electronic broker, announced results for the quarter ended June 30, 2024. Reported diluted earnings per share were $1.65 for the current quarter and $1.76 as adjusted. For the year-ago quarter, reported diluted earnings per share were ...

文章核心观点 - Interactive Brokers Group, Inc. (IBKR)将于2024年7月16日盘后公布第二季度业绩 [1] - IBKR上一季度业绩超出市场预期,受益于总GAAP净收入增长、客户账户增加和日均收入交易量(DARTs)上升 [2] - IBKR过去四个季度中有两个季度的盈利超出市场预期,两个季度未达预期 [3] 第二季度业绩预测 - 预计IBKR第二季度每股收益为1.69美元,同比增长28% [4] - 预计总收入为12.3亿美元,同比增长23.3% [4] 其他关键第二季度指标 - 第二季度客户活跃度强劲,主要指数多次创历史新高,有望支撑IBKR的佣金收入,预计佣金收入为3.98亿美元,同比增长23.6% [5] - 利率上升有望大幅提升IBKR的净利息收入(NII),预计NII为7.65亿美元,同比增长10.2% [6] - 其他收入预计为1300万美元,去年同期为负6300万美元 [7] 成本情况 - 总运营费用可能保持较高水平,因IBKR正在关键领域进行投资,以提升平台能力、推动产品创新、改善客户支持,并加强监管和合规功能 [8]

Interactive Brokers Group, Inc. (IBKR) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following year ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 11:Kronos Worldwide, Inc. (KRO) : Thistitanium dioxide pigments company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 158% over the last 60 days.Kronos Worldwide's shares gained 35% over the last six months compared with the S&P 500’s advanced of 17.9%. The company possesses a Momentum Score of B.Skillsoft Corp. (SKIL) : This education and tr ...

Wall Street analysts expect Interactive Brokers Group, Inc. (IBKR) to post quarterly earnings of $1.69 per share in its upcoming report, which indicates a year-over-year increase of 28%. Revenues are expected to be $1.23 billion, up 23.3% from the year-ago quarter.Over the last 30 days, there has been an upward revision of 2.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cour ...

The latest trading session saw Interactive Brokers Group, Inc. (IBKR) ending at $124.82, denoting a -0.34% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 1.02%. On the other hand, the Dow registered a gain of 1.09%, and the technology-centric Nasdaq increased by 1.18%.Prior to today's trading, shares of the company had gained 1.54% over the past month. This has outpaced the Finance sector's loss of 5.14% and lagged the S&P 500's gain of 4.44% in that ti ...

Monty Rakusen Interactive Brokers (NASDAQ:IBKR) continues to benefit from a major secular trend: a growing cohort of investors in the 35 to 44 age range. According to research put together by Bank of America, there has historically been a correlation between overall trading volume and the number of middle-aged individuals. Moreover, we have seen a significant uptick in speculative trading in recent years, including a jump in volume in zero days to expiration options (0DTEs). These are powerful forces, ...