$CME · CME GROUP INC.
CME Group filed an 8-K with its Q3 2026 earnings press release. Revenue hit a Q3 record of $1.7B (+13% YoY), operating income was $1.1B, and GAAP diluted EPS was $2.89. Adjusted diluted EPS came in at $3.02. Average daily volume reached a third-quarter record of 29.4 million contracts, with double-digit growth across all six asset classes. Market data revenue also set a record at $243M (+20% YoY).
- Q3 2026 revenue of $1.7B is the highest Q3 on record, up 13% YoY from $1.54B.
- Q3 ADV hit a third-quarter record of 29.4M contracts, with double-digit volume growth across all six asset classes.
- Adjusted diluted EPS of $3.02 vs. $2.68 in Q3 2025, a 12.7% increase.
- Market data revenue reached a record $243M, up 20% YoY.
- Company returned nearly $1B to shareholders: $465M in dividends and $524M in buybacks.
Extended-hours trading shows a modest +0.21% move to $295.93. The record results and broad-based volume strength are largely in line with the exchange's defensive-growth narrative, so the muted after-hours reaction is unsurprising for a $106B market-cap name.
Record Q3 results with broad-based volume strength confirm CME's position as the prime beneficiary of elevated macro uncertainty and hedging demand.
CME's record volumes underscore the exchange sector's role as a volatility beneficiary. Peer exchanges ICE and NDAQ have similarly reported elevated trading activity amid macro uncertainty, reinforcing the group's counter-cyclical revenue profile.
Forward-looking statement risks include cloud migration execution (Google Cloud transition with potential duplicative costs), competitive pressure from new entrants and consolidation, and regulatory/tax policy changes including potential transaction taxes or repeal of 60/40 tax treatment.
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