IBKR
FY2026 Q2 · Calendar Q3 2026
Interactive Brokers Group, Inc.
Interactive Brokers delivered a record Q2 2026 with EPS of $0.69 (beating $0.64 consensus) and revenue of $1.90B (beating $1.80B estimate), while maintaining a 77% pre-tax margin. The quarter was driven by 34% YoY new account growth, margin loan balances up 39%, and record client cash balances of $182B. The firm received conditional OCC approval for a national trust bank charter, launched AI-integrated IBKR Connector with Anthropic, OpenAI, and xAI, and expanded its product suite with prediction markets aggregation and Cboe binary options. Despite the strong print, shares declined approximately 1% in the session following the report, with subsequent drift of about 2.8% lower, suggesting the market may be pricing in concerns about margin loan growth sustainability and the absence of formal guidance. Management's tone was confident (bullish score: 85, up from 78 in Q1), with forward…
EPS surprise+7.8%
Market move-1.0%