Q3 24 EPS

$1.21

MISS 87.58%

Est. $9.74

Q3 24 Revenue

$442.3M

MISS 86.52%

Est. $3.28B

vs S&P Since Q3 24

+57.5%

BEATING MARKET

FUTU +79.6% vs S&P +22.1%

Market Reaction

Did FUTU Beat Earnings? Q3 2024 Results

Futu Holdings posted a sharp earnings miss in Q3 2024, with adjusted EPS of $1.21 falling 87.58% short of the $9.74 consensus estimate, while revenue of $442.27 million came in 86.52% below expectations and declined 83.3% year-over-year, reflecting t… Read more Futu Holdings posted a sharp earnings miss in Q3 2024, with adjusted EPS of $1.21 falling 87.58% short of the $9.74 consensus estimate, while revenue of $442.27 million came in 86.52% below expectations and declined 83.3% year-over-year, reflecting the significant gap between Wall Street models and the company's reported figures in its foreign issuer filing. The most material driver of the quarter's underlying operational story, however, was a 74.7% surge in total trading volume to HK$1.90 trillion, which powered a 29.6% year-over-year increase in total revenues on a local-currency basis and lifted brokerage commission income 51.5% YoY. Client growth accelerated sharply, with 154,000 new paying clients added in the quarter, up 138.0% year-over-year, bringing the total paying base to 2.20 million. Analysts have responded positively to the operational momentum, with at least one firm raising its price target on the stock to $134.80. Looking ahead, management expressed confidence that full-year new paying client additions will comfortably exceed its 550,000 guidance.

Key Takeaways

  • 74.7% YoY increase in total trading volume to HK$1.90 trillion
  • 138.0% YoY increase in new paying client acquisitions to 154,000
  • 48.1% YoY growth in total client assets to HK$693.4 billion
  • Strong U.S. stock trading volume driven by technology stocks and leveraged ETFs amid heightened volatility
  • 87.5% YoY growth in wealth management asset balance to HK$97.3 billion
  • Cost savings from U.S. self-clearing business
  • Daily average revenue trades (DARTs) increased 68.0% YoY to 698,811
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FUTU YoY Financials

Q3 2024 vs Q3 2023, source: SEC Filings

24/7 Wall St

FUTU Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 22 Q4 25

“We acquired 154 thousand paying clients in the third quarter, up 138.0% year-over-year and flattish quarter-over-quarter. In the first nine months of the year, we acquired 487 thousand paying clients and we expect full year growth to comfortably exceed our guidance of 550 thousand, thanks to resilient growth in established markets and strong momentum in newer ones.”

— Leaf Hua Li, Q3 2024 Earnings Press Release