IntercontinentalExchange (ICE) Q3 Earnings Top Estimates

Core Insights - IntercontinentalExchange (ICE) reported quarterly earnings of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.62 per share, and up from $1.55 per share a year ago [1] - The earnings surprise for this quarter was +5.56%, and ICE has surpassed consensus EPS estimates in all four of the last quarters [2] - The company posted revenues of $2.41 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.07%, but up from $2.35 billion year-over-year [3] Earnings Performance - ICE's earnings surprise of +5.56% indicates strong performance relative to expectations [2] - The company has consistently exceeded EPS estimates, achieving this in four consecutive quarters [2] - Revenue growth was noted, with a year-over-year increase from $2.35 billion to $2.41 billion, despite missing the consensus estimate [3] Market Position and Outlook - ICE shares have increased by approximately 1.1% since the beginning of the year, underperforming compared to the S&P 500's gain of 17.2% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for upcoming earnings [4][5] - Current consensus EPS estimate for the next quarter is $1.65, with expected revenues of $2.43 billion, and for the current fiscal year, the EPS estimate is $6.83 on revenues of $9.86 billion [8] Industry Context - The Securities and Exchanges industry, to which ICE belongs, is currently ranked in the top 18% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of ICE's stock may be influenced by the overall industry trends, as top-ranked industries tend to outperform lower-ranked ones significantly [9]