AI brief of an SEC Form 8-K · Robinhood Markets (HOOD)

Robinhood Q2 2026 revenue rises 32% to record $1.31 billion; diluted EPS $0.62

Positive Impact 4 of 5 earnings Written later

Robinhood reported second-quarter 2026 total net revenues of $1.31 billion, up 32% year-over-year, and diluted EPS of $0.62, up 48%. Net income of $573 million included $129 million of gains mainly tied to the deconsolidation of Robinhood Ventures Fund I, and the company lowered its 2026 Adjusted Operating Expenses and SBC outlook to $2.675 billion to $2.775 billion.

Key points

  • Total net revenues were $1.31 billion, up 32% year-over-year; transaction-based revenues were $776 million, up 44%.
  • Net income was $573 million, up 48%, including $129 million of gains primarily related to the deconsolidation of Robinhood Ventures Fund I.
  • Diluted EPS was $0.62, up 48%, including $0.14 of RVI-related gains.
  • The 2026 Adjusted Operating Expenses and SBC outlook was lowered to $2.675 billion to $2.775 billion from $2.7 billion to $2.825 billion given at Q1 2026 results on April 28, 2026.

The filing

CompanyRobinhood Markets (HOOD)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:05 PM ET
Accession number0001783879-26-000113

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.