| ICE |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.88 vs. cons $1.833 |
MEDIUM |
| ICE |
Report |
Net revenue less transaction-based expenses |
BEAT |
pred ~$2.65B vs. cons $2.621B |
MEDIUM |
| ICE |
Report |
Total F&O ADV |
BEAT |
pred ~10.25M vs. cons 10.00M |
MEDIUM |
| ICE |
Guide |
Q3 adjusted operating expense |
UNCHANGED |
guide ~$1.030–$1.040B vs. cons $1.032B |
MEDIUM |
| ICE |
Guide |
FY26 adjusted operating expense |
BETTER |
guide $4.075–$4.140B vs. cons $4.160B |
MEDIUM |
| ICE |
Guide |
FY26 FIDS recurring growth |
UNCHANGED |
guide mid-single-digit, high-end trend vs. cons UNVERIFIED |
LOW |
| ICE |
Guide |
FY26 mortgage technology growth |
UNCHANGED |
guide low-to-mid-single-digit vs. cons UNVERIFIED |
LOW |
| ICE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| ICE |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — high setup and no assumed FY revenue raise |
LOW |