Financials in USD. Standardized financial statements.
A compact view of how The Charles Schwab Corporation turns revenue into operating income and net income.
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue? | $27.68B | $26.00B | $25.52B | $22.31B | $19.00B | $12.11B | $11.79B | $10.99B | $8.96B | $7.65B |
| Revenue Growth? | +6.4% | +1.9% | +14.4% | +17.4% | +56.9% | +2.7% | +7.2% | +22.6% | +17.1% | 0.0% |
| Cost of Revenue? | $3.75B | $6.39B | $6.68B | $1.54B | $476.00M | $418.00M | $1.06B | $857.00M | $342.00M | $166.00M |
| Gross Profit? | $23.92B | $19.61B | $18.84B | $20.76B | $18.52B | $11.69B | $10.72B | $10.13B | $8.62B | $7.48B |
| Gross Margin? | +86.4% | +75.4% | +73.8% | +93.1% | +97.5% | +96.5% | +91.0% | +92.2% | +96.2% | +97.8% |
| Operating Expenses? | $12.46B | $11.91B | $12.46B | $11.37B | $10.81B | $7.39B | $5.87B | $5.57B | $4.97B | $4.49B |
| Operating Income? | $11.46B | $7.69B | $6.38B | $9.39B | $7.71B | $4.30B | $4.85B | $4.56B | $3.65B | $2.99B |
| EBITDA? | $12.82B | $9.13B | $7.72B | $10.64B | $8.88B | $4.90B | $5.20B | $4.87B | $3.92B | $3.23B |
| Income Before Tax | $11.46B | $7.69B | $6.38B | $9.39B | $7.71B | $4.30B | $4.85B | $4.56B | $3.65B | $2.99B |
| Income Tax Expense | $2.61B | $1.75B | $1.31B | $2.21B | $1.86B | $1.00B | $1.14B | $1.05B | $1.30B | $1.10B |
| Net Income? | $8.85B | $5.94B | $5.07B | $7.18B | $5.86B | $3.30B | $3.70B | $3.51B | $2.35B | $1.89B |
| EPS? | $4.68 | $3.00 | $2.55 | $3.52 | $2.84 | $2.13 | $2.69 | $2.47 | $1.63 | $1.32 |
| Diluted EPS? | $4.66 | $2.99 | $2.54 | $3.50 | $2.83 | $2.12 | $2.67 | $2.45 | $1.61 | $1.31 |
Revenue, profitability, margins, EPS, and share-count trends over time.
Top-line demand and scale over time
Profit left after direct production costs
Core business profitability before financing and tax
Bottom-line profit after all expenses
Profit allocated to each diluted share
Share count trend that affects EPS quality
Gross, operating, and net margin quality