| ICE |
Report |
Adjusted diluted EPS (Q2 2026) |
BEAT |
pred ~$2.00 vs. cons $1.92 |
MEDIUM |
| ICE |
Report |
Consolidated net revenue (Q2 2026) |
BEAT |
pred ~$2.74B vs. cons $2.70B |
MEDIUM |
| ICE |
Report |
FIDS recurring revenue (Q2 2026) |
IN-LINE |
pred ~$525M vs. cons $522M |
MEDIUM |
| ICE |
Guide |
Adjusted operating expenses |
UNCHANGED |
guide ~$4.17B vs. cons $4.17B (FY2026) |
MEDIUM |
| ICE |
Guide |
Exchanges recurring-revenue growth |
UNCHANGED |
guide ~7.5% vs. cons 7.5% (FY2026) |
MEDIUM |
| ICE |
Guide |
Mortgage Technology revenue growth |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY2026) |
MEDIUM |
| ICE |
Guide |
Adjusted operating expenses |
UNCHANGED |
guide ~$1.045B vs. cons $1.045B (Q3 2026) |
MEDIUM |
| ICE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.9% |
— |
MEDIUM |
| ICE |
Return |
5-day cumulative residual |
-0.6% (FADE) |
A modest headline beat should support the initial reaction, but unchanged recurring-revenue and expense guidance leaves limited upward revision potential. Out-period estimates are likely to reflect normalized energy transaction revenue and tougher second-half comparisons, causing the day-1 gain to fade. |
MEDIUM |