For the quarter ended September 2026, Robinhood Markets, Inc. (HOOD Quick QuoteHOOD - Free Report) reported revenue of $1.42 billion, up 11.8% over the same period last year. EPS came in at $0.60, compared to $0.61 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of -1.17%. The company delivered an EPS surprise of +7.14%, with the consensus EPS estimate being $0.56.

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.

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: 28.7 million versus the four-analyst average estimate of 29.8 million.
• Robinhood Gold Subscribers: 5.2 million versus the three-analyst average estimate of 5.07 million.
• Total Platform Assets - Total: $395.90 billion compared to the $391.25 billion average estimate based on three analysts.
• Average Revenues Per User (ARPU): $200.00 versus the two-analyst average estimate of $205.09.
• Revenues- Transaction-based revenues: $730 million versus $887.73 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
• Revenues- Net interest revenues: $456 million versus $430.56 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
• Revenues- Other revenues: $88 million compared to the $134.36 million average estimate based on five analysts. The reported number represents a change of 0% year over year.
• Revenues- Net interest revenues- Securities lending, net: $-19 million versus $-2.35 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -121.8% change.
• Revenues- Net interest revenues- Margin interest: $244 million compared to the $242.03 million average estimate based on four analysts. The reported number represents a change of +59.5% year over year.
• Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits: $55 million versus the four-analyst average estimate of $64.51 million. The reported number represents a year-over-year change of -46.6%.
• Revenues- Net interest revenues- Interest expenses related to credit facilities: $-8 million versus $-9.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
• Revenues- Transaction-based- Other: $54 million compared to the $51.42 million average estimate based on four analysts. The reported number represents a change of -25% year over year.

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

Shares of Robinhood Markets have returned -18.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.