Q2 25 EPS

$2.32

MISS 86.04%

Est. $16.61

Q2 25 Revenue

$676.6M

MISS 86.02%

Est. $4.84B

vs S&P Since Q2 25

-20.2%

TRAILING MARKET

FUTU -7.3% vs S&P +12.9%

Market Reaction

Did FUTU Beat Earnings? Q2 2025 Results

Futu Holdings posted a sharp earnings miss for the second quarter of 2025, with EPS coming in at $2.32 against a consensus estimate of $16.61, a gap of 86.04%, while revenue of $676.56 million fell 86.02% short of the $4.84 billion analysts had expec… Read more Futu Holdings posted a sharp earnings miss for the second quarter of 2025, with EPS coming in at $2.32 against a consensus estimate of $16.61, a gap of 86.04%, while revenue of $676.56 million fell 86.02% short of the $4.84 billion analysts had expected and declined 78.4% year over year. The figures reflect a significant divergence between reported results and Wall Street's projections, though the filing context tells a more nuanced story: in local currency terms, Futu's revenues surged 69.7% year over year to HK$5.31 billion, driven by a 121.2% spike in total trading volume, robust brokerage commission growth of 87.4%, and expanding international operations that now account for over half of new funded accounts. Net income more than doubled on that basis, rising 112.7% year over year. Shares rallied roughly 6% following the report, with JPMorgan lifting its price target to $200, citing strong earnings growth momentum and the company's expanding crypto and international footprint.

Key Takeaways

  • Trade policy-induced market volatility boosted retail trading activity
  • High-profile Hong Kong IPOs drove retail sentiment and new account growth
  • U.S. stock trading volume grew 19.7% sequentially led by EV and crypto names
  • Total trading volume surged 121.2% YoY to HK$3.59 trillion
  • Net asset inflow in H1 2025 nearly doubled year-over-year
  • Favorable mark-to-market gains from Hong Kong and U.S. equities
  • Funded account quarterly retention rate stayed above 98%
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FUTU YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

FUTU Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 22 Q4 25

“We concluded the second quarter with approximately 2.9 million funded accounts, up 40.9% year-over-year and 7.6% quarter-over-quarter. We reached a key milestone in our international expansion – as of quarter end, over half of our total funded accounts are from clients outside of Futu Securities Hong Kong.”

— Leaf Hua Li, Q2 2025 Earnings Press Release