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Industry top-down

Capital Markets

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

19 companiesMedian revenue YoY: +18.7%EPS beat rate:

AI industry top-down

The capital markets industry experienced mixed performance overall. Revenue growth was robust, with a median of 19.49%, but company-specific variations were significant. Fintechs, such as Robinhood (HOOD), posted strong revenue growth, while digital asset firms, including Mara Holdings (MARA), experienced a significant decline in revenue. EPS also saw positive growth from firms like Evercore (EVR), while some companies experienced declines, leading to overall mixed results.

  • Robust revenue growth for most companies (median 19.49% YoY)
  • High revenue growth for some fintech/online brokerage companies
  • Sharp decline in revenue for digital asset-related companies
  • Stable performance for traditional financial service companies
Where companies diverge: Stark difference in revenue growth rates (Fintech high growth vs. Digital assets negative growth) · Polarization of EPS performance (Some companies growing vs. some companies declining)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MSMORGAN STANLEYFY2018 Q1$5.91B$1.00
IBKRInteractive Brokers Group, Inc.FY2026 Q1$592M+35.2%$0.48-70.2%
HOODRobinhood Markets, Inc.FY2026 Q1$927M+50.0%$0.37+105.6%
CRCLCircle Internet Group, Inc.FY2026 Q1$20.66M$0.00
IRENIREN LtdFY2026 Q3$313.73M$-0.44
LPLALPL Financial Holdings Inc.FY2026 Q1$3.67B+29.6%$4.24+10.7%
HUTHut 8 Corp.FY2026 Q1$21.82M-57.8%$-1.30
EVREvercore Inc.FY2026 Q1$699.02M+19.5%$3.48+66.5%
BMNRBITMINE IMMERSION TECHNOLOGIES, INC.FY2026 Q2$2.72M+93.7%$-2.34
JEFJefferies Financial Group Inc.FY2026 Q1$1.14B+10.6%$0.57-13.6%
HLIHOULIHAN LOKEY, INC.FY2026 Q3$1.72B+23.6%$4.05+38.2%
FIGRFigure Technology Solutions, Inc.FY2026 Q1$84.51M$-0.01
MARAMARA Holdings, Inc.FY2026 Q1$14.72M-65.9%$-1.55
PIPRPIPER SANDLER COMPANIESFY2026 Q1$378.19M+9.8%$0.91-62.6%
BGCBGC Group, Inc.FY2026 Q1$534.57M+17.8%$0.11+10.0%
LAZLazard, Inc.FY2026 Q1$669.16M-14.8%$0.56+60.0%
MKTXMARKETAXESS HOLDINGS INCFY2026 Q1$208.58M-0.8%$0.40-79.2%
CLSKCLEANSPARK, INC.FY2022 Q2$10.38M+123.9%$0.00
MIAXMIAMI INTERNATIONAL HOLDINGS, INC.FY2026 Q1$327.08M$-0.34

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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