| CME |
Report |
Total ADV (Q2 2026) |
MISS |
pred ~29.8M vs cons 30.26M |
HIGH |
| CME |
Report |
Diluted Operating EPS (Q2 2026) |
MISS |
pred ~$2.82 vs cons $2.897 |
MEDIUM |
| CME |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$1,660M vs cons $1,678M |
MEDIUM |
| CME |
Guide |
FY 2026 Adj Opex excl. license fees (FY 2026) |
UNCHANGED |
guide ~$1.695B vs cons $2.108B total opex |
HIGH |
| CME |
Guide |
Qualitative: H2 volume/OI trajectory (FY 2026) |
UNCHANGED |
OI at record highs cited; cautious on near-term ADV normalization |
MEDIUM |
| CME |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| CME |
Return |
5-day cumulative residual |
-2.5% (STABILIZE) |
STABILIZE — estimates cut modestly on FY implied math; no near-term catalyst; CEO transition discount persists |
MEDIUM |