Robinhood Markets, Inc. (HOOD Quick QuoteHOOD - Free Report) reported $1.31 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 32.3%. EPS of $0.62 for the same period compares to $0.42 a year ago.

The reported revenue represents a surprise of +3.49% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $0.44, the EPS surprise was +40.91%.

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 Robinhood Markets performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Funded Customers: 28.4 million versus 27.86 million estimated by four analysts on average.
• Robinhood Gold Subscribers: 4.8 million versus the three-analyst average estimate of 4.51 million.
• Total Platform Assets - Total: $368.70 billion compared to the $360.32 billion average estimate based on three analysts.
• Revenues- Net interest revenues: $389 million compared to the $387.95 million average estimate based on five analysts. The reported number represents a change of +9% year over year.
• Revenues- Transaction-based revenues: $776 million versus $723.57 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +44% change.
• Revenues- Other revenues: $143 million compared to the $145.39 million average estimate based on five analysts. The reported number represents a change of +53.8% year over year.
• Revenues- Transaction-based- Other: $49 million compared to the $170.98 million average estimate based on four analysts. The reported number represents a change of +2.1% year over year.
• Revenues- Net interest revenues- Securities lending, net: $10 million compared to the $18.88 million average estimate based on four analysts. The reported number represents a change of -81.5% year over year.
• Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits: $60 million versus the four-analyst average estimate of $52.66 million. The reported number represents a year-over-year change of -22.1%.
• Revenues- Transaction-based- Cryptocurrencies: $100 million versus $83.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -37.5% change.
• Revenues- Transaction-based- Equities: $129 million versus the four-analyst average estimate of $125.24 million. The reported number represents a year-over-year change of +95.5%.
• Revenues- Transaction-based- Options: $342 million compared to the $333.56 million average estimate based on four analysts. The reported number represents a change of +29.1% year over year.

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

Shares of Robinhood Markets have returned -23.2% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.