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Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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The Charles Schwab Corporation (SCHW - Free Report) reported $5.85 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 24.8%. EPS of $1.14 for the same period compares to $0.73 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.7 billion, representing a surprise of +2.64%. The company delivered an EPS surprise of +4.59%, with the consensus EPS estimate being $1.09.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Charles Schwab performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total client assets: $10,757.30 billion versus $10,516.45 billion estimated by seven analysts on average.
Net interest margin: 2.7% versus the six-analyst average estimate of 2.6%.
Clients? Daily Average Trades (DATs): 7.57 million versus 7.28 million estimated by five analysts on average.
Average Interest Earning Assets: $422.73 billion versus $418.80 billion estimated by five analysts on average.
Net Revenues- Net interest revenue: $2.82 billion compared to the $2.73 billion average estimate based on eight analysts. The reported number represents a change of +30.8% year over year.
Net Revenues- Asset management and administration fees: $1.57 billion versus the seven-analyst average estimate of $1.57 billion. The reported number represents a year-over-year change of +13.5%.
Net Revenues- Trading revenue: $952 million versus the seven-analyst average estimate of $952.07 million. The reported number represents a year-over-year change of +22.5%.
Net Revenues- Other: $260 million versus $214.58 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +18.7% change.
Net Revenues- Bank deposit account fees: $247 million versus the seven-analyst average estimate of $240.94 million. The reported number represents a year-over-year change of +61.4%.
Net Revenues- Asset management and administration fees- Total managed investing solutions: $589 million compared to the $572.49 million average estimate based on three analysts. The reported number represents a change of +15.5% year over year.
Net Revenues- Asset management and administration fees- Schwab equity and bond funds, exchange-traded funds (ETFs), and collective trust funds (CTFs): $122 million versus $130.39 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.
Net Revenues- Asset management and administration fees- Mutual Fund OneSource and other no-transaction-fee funds: $218 million compared to the $221.55 million average estimate based on three analysts. The reported number represents a change of +1.9% year over year.
Shares of Charles Schwab have returned +3.6% over the past month versus the Zacks S&P 500 composite's +5.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The Charles Schwab Corporation (SCHW - Free Report) reported $5.85 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 24.8%. EPS of $1.14 for the same period compares to $0.73 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.7 billion, representing a surprise of +2.64%. The company delivered an EPS surprise of +4.59%, with the consensus EPS estimate being $1.09.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Charles Schwab performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Charles Schwab here>>>
Shares of Charles Schwab have returned +3.6% over the past month versus the Zacks S&P 500 composite's +5.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.