Robinhood Markets, Inc. (HOOD Quick QuoteHOOD - Free Report) reported $1.07 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 15.1%. EPS of $0.38 for the same period compares to $0.37 a year ago.

The reported revenue represents a surprise of -6.07% over the Zacks Consensus Estimate of $1.14 billion. With the consensus EPS estimate being $0.40, the EPS surprise was -3.97%.

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:

• Funded Customers: 27.4 million compared to the 27.36 million average estimate based on four analysts.
• Robinhood Gold Subscribers: 4.3 million versus 4.38 million estimated by three analysts on average.
• Revenues- Net interest revenues: $359 million versus $382.92 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +23.8% change.
• Revenues- Transaction-based revenues: $623 million versus the five-analyst average estimate of $657.87 million. The reported number represents a year-over-year change of +6.9%.
• Revenues- Other revenues: $85 million compared to the $89.4 million average estimate based on five analysts. The reported number represents a change of +57.4% year over year.
• Revenues- Transaction-based- Cryptocurrencies: $134 million versus the four-analyst average estimate of $152.59 million. The reported number represents a year-over-year change of -46.8%.
• Revenues- Transaction-based- Equities: $82 million versus $83.26 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +46.4% change.
• Revenues- Transaction-based- Options: $260 million compared to the $279.9 million average estimate based on four analysts. The reported number represents a change of +8.3% year over year.
• Revenues- Transaction-based- Other: $147 million compared to the $121.58 million average estimate based on four analysts. The reported number represents a change of +320% year over year.

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

Shares of Robinhood Markets have returned +28.8% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.