| IBKR |
Report |
Total Customer DARTs (Q2 2026) |
BEAT |
pred ~4,828K vs. cons 4,666K (Visible Alpha, Jul 17 2026) |
HIGH |
| IBKR |
Report |
Net Interest Income (Q2 2026) |
BEAT |
pred ~$1,040-1,050M vs. cons $1,014M (Visible Alpha, Jul 17 2026) |
MEDIUM |
| IBKR |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$0.65-0.67 vs. cons $0.628 (Visible Alpha, Jul 17 2026) |
MEDIUM |
| IBKR |
Guide |
DARTs / Engagement Tone (Q3 2026 forward) |
BETTER |
guide bullish; Jun exit 5,269K vs. Q3 FY avg cons 4,627K (Visible Alpha, Jul 17 2026) |
HIGH |
| IBKR |
Guide |
NII Durability / Rate Sensitivity (qualitative, Q3 2026 forward) |
BETTER |
tone positive; margin loan growth offsets rate risk; no formal number vs. cons $1,014M Q2 (Visible Alpha, Jul 17 2026) |
MEDIUM |
| IBKR |
Guide |
Account Growth (Q3 2026 forward) |
UNCHANGED |
reaffirm strong momentum; Jun exit 5,185K vs. Q3 cons 5,513K (Visible Alpha, Jul 17 2026) |
HIGH |
| IBKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| IBKR |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY EPS estimates revise from $2.573 toward $2.62+; Q3 guide bullish given June exit rate; sell-side models off forward commentary |
MEDIUM |