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Earnings Brief

ICE Q2 2026 Revenue Hits $2.7B, Adjusted EPS of $1.90 Beats Estimates

ICE posted second-quarter 2026 revenue of $2.7 billion and GAAP earnings per share of $1.69 (up 14% year-over-year). Adjusted EPS of $1.90 topped the Street's estimate of $1.84, and the company also raised its share buyback authorization.

Justin Jeon·July 30, 2026 at 21:13·4 min
ice-q2-2026-revenue-adjusted-eps-beat-estimates
ice-q2-2026-revenue-adjusted-eps-beat-estimates
AIKey Summary
  • ICE posted Q2 2026 revenue of $2.7B and adjusted EPS of $1.90, beating the $1.84 estimate
  • Shares were at $154.28, up 1.02%, at the time of the report

ICE shares traded at $154.28 as of 9:09 PM KST on the 30th, up 1.02% from the previous close, as the company reported second-quarter 2026 revenue of $2.7 billion in an SEC Form 8-K filing.

📊 Price at time of writing (July 30, 2026, 9:09 PM KST)
$154.28 ▲ +1.02%
Quote as of article publication; may differ from the current price


Earnings at a Glance

Both revenue and profit rose year-over-year this quarter. All three of ICE's business segments — Exchanges, Fixed Income and Data Services, and Mortgage Technology — posted higher revenue. CFO Warren Gardiner said the company returned $945 million to shareholders in the second quarter, including $651 million in share buybacks.

  • Revenue: $2.7 billion, up 5% year-over-year
  • GAAP earnings per share (EPS): $1.69, up 14% year-over-year
  • Adjusted EPS: $1.90, up 5% year-over-year, beating the consensus estimate of $1.84
  • Operating income: $1.4 billion, up 7% year-over-year, with a 52% operating margin

Outlook

ICE also issued full-year 2026 guidance. The company expects recurring revenue growth (steady, subscription-like revenue) in the Exchanges segment in the 'high single digits,' while recurring revenue in the Fixed Income and Data Services segment is projected to grow 7-8%. Full-year operating expenses are forecast at $5.14 billion to $5.18 billion on a GAAP basis, or $4.19 billion to $4.23 billion on an adjusted basis. Third-quarter GAAP operating expenses are expected to be in the range of $1.298 billion to $1.308 billion.


Market Reaction

Following the earnings release, ICE shares were trading at $154.28 as of 9:09 PM KST on the 30th, up 1.02% from the previous close. Wall Street's consensus EPS estimate ahead of the report, as tracked by outlets including AlphaStreet, stood at around $1.84, which the actual adjusted EPS of $1.90 exceeded. Investing.com had flagged the possibility of slowing trading volume ahead of the release, while GuruFocus and Simply Wall St pointed to valuation concerns, but the company reported growth in both revenue and profit. The board also raised the share buyback authorization to $4.0 billion.


By Segment

  • Exchanges: $1.464 billion, up 3% year-over-year
  • Fixed Income and Data Services: $645 million, up 8% year-over-year
  • Mortgage Technology: $557 million, up 5% year-over-year

This article was automatically generated based on the original SEC Form 8-K filing and news wire reports, with the goal of delivering key data quickly right after the announcement. Readers are advised to review the company's official filing before making trading decisions. The quoted price reflects the time of writing and may differ from the current price.

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