IntercontinentalExchange (ICE Quick QuoteICE - Free Report) reported $2.77 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 14.7%. EPS of $2.02 for the same period compares to $1.71 a year ago.

The reported revenue represents a surprise of +1.33% over the Zacks Consensus Estimate of $2.73 billion. With the consensus EPS estimate being $1.97, the EPS surprise was +2.54%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how ICE performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Exchanges Segment (less transaction-based): $1.54 billion versus the three-analyst average estimate of $1.52 billion. The reported number represents a year-over-year change of +21.9%.
• Transaction revenues, net- Total: $1.4 billion compared to the $1.38 billion average estimate based on three analysts.
• Revenues- Mortgage Technology Segment: $549 million versus $550.76 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
• Revenues- Exchanges Segment- Energy futures and options: $603 million versus the three-analyst average estimate of $593.85 million. The reported number represents a year-over-year change of +25.1%.
• Revenues- Exchanges Segment- Ags and Metals: $83 million versus the three-analyst average estimate of $83.04 million. The reported number represents a year-over-year change of +62.8%.
• Revenues- Exchanges Segment- Financials: $190 million versus the three-analyst average estimate of $188.46 million. The reported number represents a year-over-year change of +36.7%.
• Revenues- Exchanges Segment- Cash equities and equity options: $132 million compared to the $129.2 million average estimate based on three analysts. The reported number represents a change of +25.7% year over year.
• Revenues- Exchanges Segment- OTC and other: $112 million versus $108.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.1% change.
• Revenues- Exchanges Segment- Data and connectivity services: $292 million versus the three-analyst average estimate of $289.67 million. The reported number represents a year-over-year change of +10.6%.
• Revenues- Exchanges Segment- Listings: $130 million versus the three-analyst average estimate of $130.19 million. The reported number represents a year-over-year change of +4%.
• Revenues- Fixed Income and Data Services Segment- Fixed income execution: $34 million compared to the $32.6 million average estimate based on three analysts. The reported number represents a change of +3% year over year.
• Revenues- Fixed Income and Data Services Segment- CDS clearing: $102 million versus $96.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.3% change.

View all Key Company Metrics for ICE here>>>

Shares of ICE have returned +2.6% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.