MarketAxess beats estimates, shares fall nearly 3% on repositioning costs

Published 06/08/2025, 13:12
 MarketAxess beats estimates, shares fall nearly 3% on repositioning costs

NEW YORK - MarketAxess Holdings Inc. (NASDAQ:MKTX) reported better-than-expected second quarter results on Wednesday.

The company’s shares fell 2.80% in pre-market trading following the results.

The electronic fixed-income trading platform operator posted adjusted earnings of $2.00 per share, exceeding analyst estimates of $1.97, while revenue reached a record $219.5 million, slightly above the consensus estimate of $219.09 million. Revenue increased 11% compared to the same quarter last year, driven by strong growth across multiple product categories.

The company reported $4.0 million in repositioning charges, which were primarily severance costs related to changes in management structure. Excluding these notable items, MarketAxess delivered a 16% increase in adjusted earnings compared to the previous year.

"In the second quarter, we made significant strides in enhancing our client franchise, increasing client engagement with X-Pro, and delivering on our new initiatives across our client-initiated, portfolio trading and dealer-initiated channels," said Chris Concannon, CEO of MarketAxess. "Strong progress with our new initiatives, combined with a favorable market backdrop, helped drive record levels of revenue and ADV across most product areas and regions in the quarter."

Total (EPA:TTEF) credit commission revenue reached a record $176.6 million, up 10% YoY, while rates commission revenue jumped 40% to a record $8.1 million. The company also reported record services revenue of $27.7 million, a 7% increase from the prior year.

Portfolio trading average daily volume surged 69% to a record $1.5 billion, while dealer-initiated average daily volume increased 40% to $1.8 billion. Block trading volumes also showed strong growth across multiple markets.

Despite the positive results, concerns about the company’s repositioning charges and management changes sent the stock lower following the earnings release.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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