-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:洲際交易所(ICE)公佈了2026年第一季的卓越業績,營運每股盈餘(EPS)為2.35美元,高於去年同期的1.72美元,超出市場預期0.09美元;淨收入為29.8億美元,年成長20%,超出預期1%。這是ICE自2021年以來首次實現兩位數的營收成長,展現了該公司在市場波動加劇時期的強大韌性。我們認為,像這樣的季度業績凸顯了ICE的業務組合優勢,地緣政治的不確定性推動了利潤率的顯著提升和創紀錄的獲利表現。交易所業務收入飆升30%至18億美元,其中能源收入成長46%至8.14億美元,主要得益於持續的地緣政治緊張局勢和全球供應鏈中斷。營業利益率大幅提升420個基點至65.2%,反映洲際交易所(ICE)在市場波動時期強大的營運槓桿作用。公司透過5.51億美元的股票回購和2.97億美元的股息,向股東返還了8.48億美元,同時維持了8.63億美元的非限制性現金,為ICE的持續成長奠定了堅實的基礎。
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