Tradeweb Markets (NASDAQ:TW) will release its quarterly earnings report on Thursday, 2026-02-05. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Tradeweb Markets to report an earnings per share (EPS) of $0.85.
Tradeweb Markets bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Historical Earnings Performance
Last quarter the company beat EPS by $0.04, which was followed by a 1.19% increase in the share price the next day.
Here's a look at Tradeweb Markets's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.83 | 0.86 | 0.86 | 0.74 |
| EPS Actual | 0.87 | 0.87 | 0.86 | 0.76 |
| Price Change % | 1.00 | -5.00 | 0.00 | 1.00 |
Analysts' Perspectives on Tradeweb Markets
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Tradeweb Markets.
With 4 analyst ratings, Tradeweb Markets has a consensus rating of Buy. The average one-year price target is $130.25, indicating a potential 30.93% upside.
Peer Ratings Overview
The analysis below examines the analyst ratings and average 1-year price targets of FactSet Research Systems, MarketAxess Holdings and Bullish, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for FactSet Research Systems, with an average 1-year price target of $282.33, suggesting a potential 183.81% upside.
- Analysts currently favor an Neutral trajectory for MarketAxess Holdings, with an average 1-year price target of $197.89, suggesting a potential 98.92% upside.
- Analysts currently favor an Buy trajectory for Bullish, with an average 1-year price target of $51.67, suggesting a potential 48.06% downside.
Peers Comparative Analysis Summary
The peer analysis summary offers a detailed examination of key metrics for FactSet Research Systems, MarketAxess Holdings and Bullish, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Tradeweb Markets | Buy | 13.29% | $343.61M | 3.00% |
| FactSet Research Systems | Neutral | 6.85% | $319.70M | 7.01% |
| MarketAxess Holdings | Neutral | 1.02% | $124.93M | 4.93% |
| Bullish | Buy | -23.16% | $65.05M | 0.57% |
Key Takeaway:
Tradeweb Markets ranks highest in revenue growth among its peers. It also leads in gross profit margin. However, it has the lowest return on equity. Overall, Tradeweb Markets is positioned favorably compared to its peers in terms of revenue growth and gross profit, but lags behind in return on equity.
Delving into Tradeweb Markets's Background
Founded in 1998 and headquartered in New York City, Tradeweb Markets is a leading fixed-income trading platform. While it does offer electronic processing for some voice-negotiated trades, the company focuses primarily on providing electronic trading networks that connect broker/dealers, institutional clients, and retail customers. While the company offers trading in a wide variety of products, the bulk of its business is in US and European government debt, mortgage-backed securities, interest-rate swaps, and US and international corporate bonds. The firm also sells fixed-income trading and price data, primarily through a deal with Refinitiv's Eikon service.
Tradeweb Markets: Financial Performance Dissected
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Tradeweb Markets's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 13.29%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 36.47%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Tradeweb Markets's ROE excels beyond industry benchmarks, reaching 3.0%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Tradeweb Markets's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.31%, the company showcases efficient use of assets and strong financial health.
Debt Management: Tradeweb Markets's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.02.
To track all earnings releases for Tradeweb Markets visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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