0001997464-26-000075
SEC filingMarex第三季度业绩创纪录，营收与调整后税前利润同比大增，并重申2027年增长目标。
| 指标 | 本期 | 去年同期 | 同比 |
|---|---|---|---|
| Revenue | 743.2 | 484.6 | +53% |
| Profit After Tax | 130.3 | 73.2 | +78% |
| Profit After Tax Margin | 17.5% | 15.1% | +240 bps |
| Profit Before Tax from Continuing Operations | 172.7 | 98.8 | +75% |
| Profit Before Tax Margin from Continuing Operations | 23.2% | 20.4% | +280 bps |
| Profit After Tax from Continuing Operations | 130.3 | 73.2 | +78% |
| Profit After Tax Margin from Continuing Operations | 17.5% | 15.1% | +240 bps |
| Return on Equity | 27.2% | 25.5% | +170 bps |
| Basic Earnings per Share | 1.52 | 0.97 | +57% |
| Diluted Earnings per Share | 1.45 | 0.92 | +58% |
| Adjusted Profit Before Tax | 176.1 | 100.5 | +75% |
| Adjusted Profit Before Tax Margin | 23.7% | 20.7% | +300 bps |
| Adjusted Profit after Tax Attributable to Common Equity | 126.6 | 72.2 | +75% |
| Adjusted Return on Equity | 35.7% | 27.6% | +810 bps |
| Average Common Equity | 1,419.8 | 1,047.8 | +36% |
| Adjusted Basic Earnings per Share | 1.75 | 1.01 | +73% |
| Adjusted Diluted Earnings per Share | 1.67 | 0.96 | +74% |
Marex第三季度业绩创历史新高，营收同比增长53%至743.2百万美元，Adjusted Profit Before Tax同比增长75%至176.1百万美元，Adjusted Profit Before Tax Margin提升300 bps至23.7%。增长主要由Clearing业务持续赢得大型机构客户、Prime revenue翻倍至115百万美元、Market Making revenue增长逾两倍至151百万美元，以及FX业务在整合Hamilton Court后表现强劲所驱动。管理层指出，收购策略（包括Winterflood、Levmet、Webb Traders及拟收购Bright Point）持续扩大业务版图与产品能力。
前九个月营收达2,131.3百万美元，同比增长47%；Adjusted Profit Before Tax为494.7百万美元，同比增长63%；Adjusted Basic EPS为5.04美元，同比增长65%。公司未在本次公告中提供具体财务指引，但CEO Ian Lowitt重申对2027年实现10–20% Adjusted Profit Before Tax增长目标的信心，并预计年末将拥有更大、更多元化的盈利基础。整体而言，业绩显示公司在内生增长与并购整合双轮驱动下动能强劲，但需关注市场环境变化及并购整合执行风险。