| CME |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.00 vs. cons $2.93 |
MEDIUM |
| CME |
Report |
Total revenue |
BEAT |
pred ~$1.72B vs. cons $1.70B |
MEDIUM |
| CME |
Report |
Clearing and transaction fee revenue |
BEAT |
pred ~$1.40B vs. cons $1.38B |
LOW |
| CME |
Guide |
Adjusted operating expenses excluding license fees |
UNCHANGED |
guide ~$1.695B vs. cons $1.695B (FY2026) |
HIGH |
| CME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| CME |
Return |
5-day cumulative residual |
+1.6% (FADE) |
The predicted ~$3.00 Q2 EPS vs. $2.93 consensus should produce initial relief, but unchanged FY2026 expense guidance of ~$1.695B vs. $1.695B consensus implies only modest out-period estimate revisions; unresolved perpetual-futures and regulatory risks should partially reverse the day-1 gain. |
MEDIUM |