| IBKR |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.64 vs. cons $0.61 |
MEDIUM |
| IBKR |
Report |
Commission revenue |
BEAT |
pred ~$645M vs. cons $628M |
MEDIUM |
| IBKR |
Report |
Net interest income |
BEAT |
pred ~$922M vs. cons $907M |
MEDIUM |
| IBKR |
Guide |
Quarterly net new customer accounts / customer-acquisition commentary |
BETTER |
guide ~350k net new accounts vs. cons 320k (3Q26) |
MEDIUM |
| IBKR |
Guide |
Annualized NII sensitivity to a 25-bp decline in relevant short-term rates |
BETTER |
guide ~$105M annual NII headwind vs. cons $115M (2H26 run-rate) |
LOW |
| IBKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| IBKR |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A broad beat across EPS, commissions, and NII would pair with stronger account-acquisition commentary, supporting upward revisions to 2H26 and 2027 earnings despite the lower-rate backdrop; pred +6.5% vs. cons +2.0% (5-day residual). |
MEDIUM |