| IBKR |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.64 vs. cons $0.62 |
MEDIUM |
| IBKR |
Report |
Adjusted net revenue |
BEAT |
pred ~$1.81B vs. cons $1.76B |
MEDIUM |
| IBKR |
Report |
Net interest income |
BEAT |
pred ~$0.99B vs. cons $0.96B |
MEDIUM |
| IBKR |
Guide |
Net interest income run-rate |
BETTER |
guide ~$1.04B vs. cons $1.00B (3Q26) |
MEDIUM |
| IBKR |
Guide |
Average DARTs commentary |
BETTER |
guide ~5.10M vs. cons 5.00M (July 2026) |
LOW |
| IBKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.7% |
— |
MEDIUM |
| IBKR |
Return |
5-day cumulative residual |
+3.8% (FOLLOW-THROUGH) |
The strong June margin-loan exit supports 3Q26 net interest income of ~$1.04B vs. consensus ~$1.00B, driving upward out-period revisions after the initial beat despite the elevated valuation. |
MEDIUM |