Slide 1: Earnings Call: 2nd Quarter 2026
Earnings Call: 2 nd Quarter 2026 StoneX Group Inc. May 7th, 2026
Slide 2: Disclaimer
Disclaimer The StoneX Group Inc. group of companies provides financial services worldwide, including physical commodities, securities, exchange -traded and over -the-counter derivatives, risk management, global payments and foreign exchange products, through its subsidiaries, in accordance with appl
Slide 3: Introduction
Introduction Philip Smith Chief Executive Officer 3
Slide 4: Financial Overview
Financial Overview Bill Dunaway Chief Financial Officer
Slide 5: Fiscal Q2 2026 & TTM Highlights
Fiscal Q2 2026 & TTM Highlights Second Quarter (1) Highlights Operating Revenues Net Income • Versus the prior year quarter: • Net operating rev. (“NOR”) up $341.8mm or 70% • Total fixed comp. and other exp. up $107.3m or 44% $1,566.8mm $174.3mm • Includes $56.9mm from acquisitions Up 64% Up 143% •
Slide 6: Fiscal Q2 2026 Product Results & Key Metrics
Fiscal Q2 2026 Product Results & Key Metrics Listed Derivatives Contracts (‘000s) & Rate per Contract $317.8mm 97,152 $2.91 Up 148% Up 59% Up 44% (4) by Product OTC Derivatives Contracts (‘000s) & Rate per Contract $119.1mm 1,507 $79.89 Up 98% Up 68% Up 17% Key Operating Metrics Physical Contracts C
Slide 7: Net Operating Revenue - Fiscal Q2 2026 & Trailing Twelve Months
Net Operating Revenue - Fiscal Q2 2026 & Trailing Twelve Months $33.2 $1.5 $5.9 $4.9 $829.1 $58.8 $116.0 $36.9 $84.6 Fiscal Q2 2026 ($millions) $487.3 70% Interest, net / fees 1 Q2'25 Listed Derivatives Securities Physical Contracts OTC Derivatives earned on client Other Payments FX/CFD Contracts Q2
Slide 8: Segment Performance – Fiscal Q2 2026
Segment Performance – Fiscal Q2 2026 Commercial Institutional Self -Directed/Retail Payments $410 111% $316 Net 65% $194 Operating $191 Revenue $63 15% $72 $48 10% $53 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Segment 50% 60% 45% 38% 34% 42% 51% 61% Margin $244 Segment 151% $121 40 % Income $9
Slide 9: Segment Performance – Trailing Twelve Months
Segment Performance – Trailing Twelve Months Commercial Institutional Self -Directed/Retail Payments $1,109 $1,132 43% 62% $777 Net $697 Operating $298 (13)% $260 Revenue $198 4% $206 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Segment 54% 56% 44% 43% 44% 39% 57% 60% Margin $617 48 % Segment $41
Slide 10: Interest Rate Sensitivity
Interest Rate Sensitivity Interest/Fees Earned on Client Balances by Quarter Annualized Interest Rate Sensitivity $200 $140 Potential + / - Incremental Change in Net Interest & 12b1 Fees Earned (USDmm) (2) $180 $115.5 $112.2 $120 $107.7 Annual Rate Change Post-tax Effect on Incremental Effect on $16
Slide 11: Global Equities – Market Making
Global Equities – Market Making Philip Smith Chief Executive Officer
Slide 12: Segment Spotlight: Global Equity Ecosystem
Segment Spotlight Global Equity Ecosystem Global Equities Equity Research One global platform for equity execution, Investment Sales & Trading Banking clearing, custody, liquidity, and capital markets Market Making Agency execution and principal equity market making across ADRs, GDRs, ETFs and globa
Slide 13: Principal Equities Market Maker in Global Equities
Principal Equities Market #1 Ranked Market Maker in OTC ADRs Maker in Global Equities & Foreign Securities Providing liquidity and execution across #1 Rank Since 2015 global equity markets 2025 FINRA ORF Rankings Market Maker in Broker Dealer Notional Traded ($bn) Market Share $121.6 17.5% 18,000 Eq
Slide 14: What differentiates StoneX in this space?
What differentiates StoneX in this space? ▪ Entry into Reg NMS equity market -making is underpinned by a leading OTC ADR franchise, allowing StoneX to leverage NMS Securities Volume ($bn) deep institutional relationships to offer more services and $800 Billions expansive solutions CAGR: 133% $700 ▪
Slide 15: Global Equities: Key Strategic Objectives
Global Equities: Key Strategic Objectives Streamline Our Deepen Our Market Strengthen Our Ecosystem Share Operational Integrity Automate and Simplify Enhance Product and Service Increase Client Engagement Operations Offering Consolidate platforms to reduce friction Continued development of NMS whole
Slide 16: Closing Thoughts
Closing Thoughts • Record net income of $174.3mm, up 143% versus prior year . Diluted EPS of $2.07, up 120% versus prior year . • ROE for the quarter of 26.5% and 19.8% for the trailing twelve months ending March 31, 2026 . • ROE on tangible book value for the quarter of 37.0% and 25.9% for the trai
Slide 17: Thank you
Thank you