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Robinhood Markets (HOOD) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2025, Robinhood Markets, Inc. (HOOD - Free Report) reported revenue of $1.27 billion, up 100% over the same period last year. EPS came in at $0.61, compared to $0.17 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +4.96%. The company delivered an EPS surprise of +19.61%, with the consensus EPS estimate being $0.51.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Robinhood Markets performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Assets Under Custody - Total: $332.70 billion versus $306.29 billion estimated by three analysts on average.
  • Robinhood Gold Subscribers: 3.88 million compared to the 3.71 million average estimate based on three analysts.
  • Funded Customers: $26.8 million versus the three-analyst average estimate of $26.85 million.
  • Revenues- Transaction-based- Options: $304 million versus $300.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +50.5% change.
  • Revenues- Transaction-based- Equities: $86 million compared to the $82.47 million average estimate based on four analysts. The reported number represents a change of +132.4% year over year.
  • Revenues- Transaction-based- Cryptocurrencies: $268 million versus $313.88 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +339.3% change.
  • Revenues- Transaction-based- Other: $72 million compared to the $64.83 million average estimate based on four analysts. The reported number represents a change of +279% year over year.
  • Revenues- Transaction-based revenues: $730 million compared to the $756.42 million average estimate based on four analysts. The reported number represents a change of +128.8% year over year.
  • Revenues- Net interest revenues- Securities lending, net: $87 million versus $51.1 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +357.9% change.
  • Revenues- Net interest revenues- Margin interest: $153 million compared to the $141.04 million average estimate based on four analysts. The reported number represents a change of +84.3% year over year.
  • Revenues- Other revenues: $88 million versus $68.72 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +100% change.
  • Revenues- Net interest revenues: $456 million versus $384.67 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +66.4% change.

View all Key Company Metrics for Robinhood Markets here>>>

Shares of Robinhood Markets have returned -5.6% over the past month versus the Zacks S&P 500 composite's +1.3% 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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