StoneX posts record Q2 on $102M RJO contribution, Iran conflict volatility; debt up 113%

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 7, 2025 · ~1 min read

Key Changes

• high

  RJO acquisition closed July 2025, contributing $101.9M in revenue and $6.4B in client equity during Q2. Average client equity surged 110% YoY, driving interest income growth of $54.8M.

  MD&A: RJO acquisition completion verify on EDGAR →
• high

  Net income jumped 143% YoY to record levels as U.S.-Iran conflict drove heightened volatility across commodities, equities, and fixed income, boosting hedging and derivatives demand.

  MD&A: U.S.-Iran conflict impact verify on EDGAR →
• high

  Company issued $625M in 6.875% senior secured notes due 2032 to finance RJO, increasing senior debt 113% to $1.16B and adding $11.7M in quarterly interest expense.

  MD&A: Notes due 2032 issuance verify on EDGAR →