BGC (BGC) Q4 Earnings Watch: Revenue Up 31% Y/Y, EPS Estimate $0.29

BGC Group (NASDAQ:BGC) will report Q4 results on February 14, 2026, before the market open. The firm posted revenue of $703 million, up 31.2% year-on-year, but 4.5% below analyst estimates. For Q4 2026, the average revenue forecast is $750.9 million, up 37% from 2025, and adjusted EPS of $0.29 per share. Analysts have confirmed their estimates recently, though BGC has missed Wall Street revenue guidance six times in the past two years. Peer context: Moelis gained 1.1% after reporting 11.2% YoY revenue growth, beating estimates by 10 percentage points; Evercore rose 3.7% on 32.4% revenue growth, exceeding estimates by 16 percentage points. The investment banking and brokerage sector underperformed last month (-3.5% average), while BGC was up 3.4% and has an average analyst price target of $14.50 versus a current share price of $9.09.