| CBOE |
Report |
Net revenue |
BEAT |
pred ~$734M vs. cons $720.9M |
MEDIUM |
| CBOE |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.55 vs. cons $3.484 |
MEDIUM |
| CBOE |
Report |
Index-options ADV |
BEAT |
pred ~6.35M vs. cons 6.208M |
MEDIUM |
| CBOE |
Guide |
FY26 organic total net revenue growth |
UNCHANGED |
guide low double-digit to mid-teens vs. cons UNVERIFIED |
LOW |
| CBOE |
Guide |
FY26 Data Vantage organic growth |
UNCHANGED |
guide low double-digit vs. cons UNVERIFIED |
LOW |
| CBOE |
Guide |
FY26 adjusted operating expense |
UNCHANGED |
guide $838-853M vs. cons UNVERIFIED |
LOW |
| CBOE |
Guide |
Strategic-realignment savings / investment tone |
UNCHANGED |
reiterate 12-14% annualized savings vs. cons UNVERIFIED |
LOW |
| CBOE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| CBOE |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY maintenance after a beat leaves second-half estimates vulnerable |
LOW |