Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally. It operates through Digital ...
예상 EPS $-0.72 · 매출 $37.43B · 11 명의 애널리스트
예상 EPS $-0.19 · 매출 $11.26B · 3 명의 애널리스트
예상 EPS $-0.13 · 매출 $12.01B · 4 명의 애널리스트
예상 EPS $-0.18 · 매출 $46.94B · 9 명의 애널리스트
EPS $0.10 · 매출 $9.06B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $61.4B | +40.2% | -14.7% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-84.9M | -173.0% | +81.0% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +1.9% | -37.2% | +38.2% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +0.9% | -43.1% | -326.6% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -0.1% | -152.1% | +77.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-1.4B | -7712.2% | +118.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -2.4% | -5471.5% | +121.7% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 277.0% | +105.5% | +6.0% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.60x | +6.0% | -11.5% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $11.3B | +59.4% | +8.5% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.53 vs -0.41 | -28.5% | -0.09 vs -0.19 | +51.5% |
| 매출 서프라이즈 | $61.4B vs $63.1B | -2.7% | $8.7B vs $11.3B | -22.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Novogratz Michael | director, 10 percent owner, officer: Chief Executive Officer | Class A Common Stock | D | 4,683 | $24.60 |
| Sep 1, 2026 | Brown Erin Elizabeth | officer: Chief Operating Officer | Class A Common Stock | D | 1,951 | $24.60 |
| Aug 18, 2026 | Ferraro Christopher C | officer: President and CIO | Class A Common Stock | A | 50,000 | $4.83 |
| Aug 18, 2026 | Ferraro Christopher C | officer: President and CIO | Stock Options | D | 50,000 | $4.83 |
| Aug 12, 2026 | DEASON DOUGLAS R | director | Class A Common Stock | A | 12,000 | $21.54 |
Good morning, and welcome to the Galaxy Digital Second Quarter 2026 Earnings Call. Today's call is being recorded. (Operator Instructions) At this time, I would like to turn the conference over to Mr. Jonathan Goldowsky, Head of Investor Relations. Please go ahead.
Good morning, and welcome to Galaxy's Second Quarter 2026 Earnings Call. Before we begin, please note that our remarks, including answers to your questions, may include forward-looking statements. Actual results could differ materially from those described in these statements as a result of various factors, including those identified in the disclaimers in our earnings release or other filings, which have been filed with the U.S. Securities and Exchange Commission and on SEDAR+. Forward-looking statements speak only as of today and will not be updated. Additionally, we may discuss references to non-GAAP metrics, the reconciliations of which can also be found in our earnings release. Finally, none of the information on this call constitutes a recommendation, solicitation or offer by Galaxy or its affiliates to buy or sell any securities. With that, I'll turn it over to Mike Novogratz, Founder and CEO of Galaxy.
Good morning, everyone. Listen, the second quarter was transformational for Galaxy. Behind the numbers is a single idea. The economy is increasingly running on code. Finance is moving Onchain and AI is remaking every industry. Both run on infrastructure, the financial rails on one side, the power and compute on the other. Galaxy is one of the few companies building at both ends of it today. This quarter, both sides delivered. On the data center side, I couldn't be more proud of our team. We delivered Phase I at Helios on schedule and on budget, and that's not easy. The campus is now generating cash flow. We acquired 3 new data center sites, bringing our development pipeline to 5-plus gigawatts of potential power capacity and positioning Galaxy as one of the largest data center developers and operators in the world. Finally, we completed a $3.5 billion high-yield financing, the largest in our history, ensuring we have the capital to execute on our development roadmap. 2026 was also an inflection point for our digital assets business. Crypto bear markets are the best time to build, and we certainly are in one. While token prices and trading activity remain subdued, we're seeing tremendous demand for the infrastructure that will power the next generation of financial markets. Today, we're working with some of the largest financial institutions in the world as they build out their digital asset capabilities. Last quarter, we signed our first major infrastructure engagement with Bank of New York, one of the largest custodians in the world, to further develop its digital asset infrastructure. We believe this is just the beginning. Across both segments, the through line is the same, transforming finance and powering AI. Data centers and digital assets are each strong businesses in their …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Michael Edward Novogratz | Founder, Chief Executive Officer & Director | USD 3,471,376 | Male | 1965 | Active |
Christopher C. Ferraro | President & Chief Investment Officer | USD 3,468,298 | Male | — | Active |
Anthony Philip Paquette | Chief Financial Officer | USD 2,485,749 | Male | 1978 | Active |
Erin Elizabeth Brown | Chief Operating Officer | USD 2,450,994 | Female | 1983 | Active |
Matthew W. Friedrich | Chief Legal Officer | USD 2,104,968 | Male | 1967 | Active |
Michael D. Daffey | Chairman of the Board & Senior Advisor | USD 37,500 | Male | 1967 | Active |
Robert D. Rico | Chief Accounting Officer & Group Controller | — | Male | — | Active |
Leinee Hornbeck | Chief People Officer | — | Female | — | Active |
Sebastian Benkert | Chief Marketing Officer | — | Male | — | Active |
Jonathan Goldowsky | Head of Investor Relations | — | — | — | Active |
Robert J. Cornish | Chief Technology Officer | — | Male | — | Active |
AWM Investment Company Inc. acquired a new stake in shares of Galaxy Digital Inc. (NASDAQ: GLXY) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm acquired 447,000 shares of the company's stock, valued at approximately $12,221,000. Galaxy Digital makes up 1.1% of AWM Investment Company Inc.'s
The partnership pairs Israel's largest bank with Galaxy's infrastructure to give customers secure, regulated access to digital assets TEL AVIV, Israel and NEW YORK, Aug. 14, 2026 /PRNewswire/ -- Bank Leumi, Israel's largest bank, and Galaxy Digital Inc. (Nasdaq: GLXY) today announced a partnership to provide digital asset trading for the bank's customers. Through this partnership, Bank Leumi will become the first bank in Israel to offer digital asset trading services to its customers.
Galaxy Digital Inc. (NASDAQ: GLXY - Get Free Report) gapped up before the market opened on Tuesday following insider buying activity. The stock had previously closed at $19.52, but opened at $20.80. Galaxy Digital shares last traded at $20.4810, with a volume of 815,334 shares changing hands. Specifically, Director Steven John Bandrowczak purchased 5,100 shares of
Alex Thorn, head of firmwide research at Galaxy Digital, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." The crypto community is reeling from a breach involving Coldcard wallets made by Coinkite, that drained an estimated $130 million of Bitcoin from about 7,300 wallet addresses.
The neocloud group is bouncing back midday Tuesday after a brutal stretch. Shares of TeraWulf (NASDAQ:WULF) are up 4% to $17, Hut 8 (NASDAQ:HUT) leads the group with a 7% gain to $91, Galaxy Digital (NASDAQ:GLXY | GLXY Price Prediction) is higher by 4% at $20, and Core Scientific (NASDAQ:CORZ) is up 4% to $20.
