Intercontinental Exchange, Inc. · ICE · Next earnings

Intercontinental Exchange, Inc. reports Thursday, Oct 29, 2026

ICE reports before market open with consensus EPS at $1.90 and revenue at $2.69B. Last quarter: ICE Q1 2026: Record Revenue and EPS as Energy, Data, and Tokenization Drive Growth

Reports Before market open39 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.90 Calendar consensus
Consensus revenue $2.69B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where ICE left off: FY2026 Q1

Full report

ICE Q1 2026: Record Revenue and EPS as Energy, Data, and Tokenization Drive Growth

EPS surprise +5.4% Reported $2.35 vs $2.23
Revenue surprise +3.4% Reported $2.98B vs $2.88B
Stock move +1.2% Event window
Subsequent drift -6.5% Up to 20 sessions

Guidance was maintained. Management reiterated mid-single-digit recurring revenue growth for Exchange Data Services and low-to-mid single-digit growth for mortgage technology. The capex outlook remains increasing, with data-center Halls 6 and 7 under construction. No upward or downward revision to full-year 2026 expectations was indicated.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential slowdown in market volatility could reduce trading volumes
  • Regulatory uncertainty around tokenized securities and AI data usage
  • Mortgage market cyclicality and Basel-related capital concerns for banks
  • Timing of data-center expansion (Hall 6/7) may temper near-term growth

Questions analysts left open

  • Sustainability of energy market volume and open interest amid geopolitical tensions
  • ICE's share and physical delivery dynamics in Gulf oil (Houston vs. Cushing)
  • Timeline and regulatory path for tokenized securities and blockchain settlements
  • Whether Fixed Income & Data Services recurring revenue guidance is conservative

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Recent ICE quarters

All ICE earnings
+1.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.