Interactive Brokers (IBKR) Accumulated Expenses (2009 - 2026)

Interactive Brokers (IBKR) posted Accumulated Expenses of $315.0 million for Q1 2026, down 61.49% sequentially from $818.0 million in Q4 2025, and down 52.05% YoY from $657.0 million in Q1 2025.

Interactive Brokers (IBKR) Accumulated Expenses (2009 - 2026) Analysis & Trends

Interactive Brokers has reported Accumulated Expenses for 18 years, with the latest figure at $315.0 million in Q1 2026.

  • Quarterly Accumulated Expenses fell 52.05% year-over-year to $315.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $315.0 million (down 52.05% YoY) and the FY2025 annual result came in at $818.0 million, up 163.02% from the prior year.
  • Accumulated Expenses eased to $315.0 million in Q1 2026 per IBKR's latest filing, from $818.0 million in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $818.0 million in Q4 2025 and troughed at $8.0 million in Q1 2022.
  • A 5-year average of $300.5 million and a median of $311.0 million in 2023 frame the typical range for Accumulated Expenses.
  • The sharpest annual moves came in 2023 and 2026: Accumulated Expenses surged 2862.5% in 2023, then sank 52.05% in 2026.
  • Over 5 years, Accumulated Expenses stood at $193.0 million in 2022, then jumped by 61.14% to $311.0 million in 2023, then changed by 0.0% to $311.0 million in 2024, then soared by 163.02% to $818.0 million in 2025, then sank by 61.49% to $315.0 million in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods registered $315.0 million, $818.0 million, and $317.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Tradeweb Markets 23.53 Bn 22.17 Bn -

Historic Data

Download Data
DateValue
Mar 31, 2026 315.00 Mn
Dec 31, 2025 818.00 Mn
Sep 30, 2025 317.00 Mn
Jun 30, 2025 283.00 Mn
Mar 31, 2025 657.00 Mn
Dec 31, 2024 311.00 Mn
Sep 30, 2024 327.00 Mn
Jun 30, 2024 320.00 Mn
Mar 31, 2024 319.00 Mn
Dec 31, 2023 311.00 Mn
Sep 30, 2023 288.00 Mn
Jun 30, 2023 270.00 Mn
Mar 31, 2023 237.00 Mn
Dec 31, 2022 193.00 Mn
Sep 30, 2022 99.00 Mn
Jun 30, 2022 36.00 Mn
Mar 31, 2022 8.00 Mn
Dec 31, 2021 8.00 Mn
Sep 30, 2021 10.00 Mn
Jun 30, 2021 9.00 Mn