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Charles Schwab (SCHW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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The Charles Schwab Corporation (SCHW - Free Report) reported $6.14 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 26.6%. EPS of $1.31 for the same period compares to $0.77 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.96 billion, representing a surprise of +3%. The company delivered an EPS surprise of +5.65%, with the consensus EPS estimate being $1.24.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: $11,593.90 billion compared to the $11,263.09 billion average estimate based on seven analysts.
Net interest margin: 2.9% compared to the 2.8% average estimate based on six analysts.
Clients? Daily Average Trades (DATs): 7.42 million versus 7.06 million estimated by five analysts on average.
Average Interest Earning Assets: $419.78 billion versus $419.41 billion estimated by five analysts on average.
Net Revenues- Net interest revenue: $3.05 billion versus the seven-analyst average estimate of $2.94 billion. The reported number represents a year-over-year change of +37.3%.
Net Revenues- Bank deposit account fees: $247 million versus $241.52 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +62.5% change.
Net Revenues- Other: $170 million versus $173.99 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -15% change.
Net Revenues- Trading revenue: $995 million versus the six-analyst average estimate of $924.81 million. The reported number represents a year-over-year change of +24.8%.
Net Revenues- Asset management and administration fees: $1.67 billion compared to the $1.63 billion average estimate based on six analysts. The reported number represents a change of +13.4% year over year.
Net Revenues- Asset management and administration fees- Mutual Fund OneSource and other no-transaction-fee funds: $259 million versus the three-analyst average estimate of $249.2 million. The reported number represents a year-over-year change of +15.6%.
Net Revenues- Asset management and administration fees- Total managed investing solutions: $619 million versus $610.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
Net Revenues- Asset management and administration fees- Schwab money market funds: $458 million compared to the $445.84 million average estimate based on three analysts. The reported number represents a change of +20.8% year over year.
Shares of Charles Schwab have returned +2.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The Charles Schwab Corporation (SCHW - Free Report) reported $6.14 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 26.6%. EPS of $1.31 for the same period compares to $0.77 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.96 billion, representing a surprise of +3%. The company delivered an EPS surprise of +5.65%, with the consensus EPS estimate being $1.24.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 +2.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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.