Robinhood Q2 2026: record $1.31B revenue, $0.62 EPS, net income $561M
Robinhood's Q2 2026 headline numbers were strong: revenue of $1.308 billion, up 32% year-over-year, and diluted EPS of $0.62, 37.8% above the $0.4499 consensus. But $0.14 of that EPS came from a one-time gain, and GAAP net income of $573 million is not the same as the $561 million attributable to shareholders. Growth is broad; crypto is the weak spot.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $0.62 was up 48% year-over-year and 37.8% above the $0.4499 analyst estimate. The catch: management says $0.14 of that EPS came from $129 million of gains mostly tied to the deconsolidation of Robinhood Ventures Fund I, so a large slice of the beat is not repeatable operating profit. Also watch the labeling — the filing shows GAAP net income of $573 million, but net income attributable to Robinhood common stockholders is $561 million because $12 million belongs to non-controlling interests.
Revenue of $1.308 billion was a record, up 32% from $989 million a year ago and ahead of the $1.067 billion booked last quarter. Transaction-based revenue did the heavy lifting at $776 million, up 44%, led by options of $342 million and event contracts of $156 million. Net interest revenue grew just 9% to $389 million and other revenue rose 54% to $143 million, so the mix is tilting back toward trading.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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