| ICE |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.21 vs. cons $2.18 |
MEDIUM |
| ICE |
Report |
Net revenues |
BEAT |
pred ~$2.86B vs. cons $2.82B |
MEDIUM |
| ICE |
Report |
Exchange transaction revenues |
BEAT |
pred ~$1.23B vs. cons $1.19B |
MEDIUM |
| ICE |
Guide |
3Q26 adjusted operating expense |
BETTER |
guide ~$1.045B vs. cons $1.055B (3Q26) |
MEDIUM |
| ICE |
Guide |
FY26 adjusted operating expense |
UNCHANGED |
guide ~$4.170B vs. cons $4.170B (FY26) |
HIGH |
| ICE |
Guide |
FIDS recurring-revenue growth outlook |
UNCHANGED |
guide ~6.0% vs. cons 6.0% (FY26) |
MEDIUM |
| ICE |
Guide |
Mortgage Technology recurring-revenue outlook |
LOWER |
guide ~0.0% vs. cons 1.0% (3Q26) |
MEDIUM |
| ICE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| ICE |
Return |
5-day cumulative residual |
+1.1% (FADE) |
A ~$2.21 2Q26 adjusted-EPS result versus ~$2.18 consensus and ~$2.86B revenue versus ~$2.82B should support an initial positive move, but unchanged ~$4.170B FY26 expense guidance versus ~$4.170B consensus and a ~0.0% Mortgage recurring-revenue outlook versus 1.0% consensus leave limited upward revision to the 2H26 earnings base. |
MEDIUM |