Reported results
- Third quarter 2026 GAAP revenue was $7,010.3 million, compared to $7,037.4 million in the year-ago period.
- Third quarter 2026 GAAP diluted EPS was $4.87, compared to $5.65 in the third quarter of 2025.
- Third quarter 2026 non-GAAP Adjusted Diluted EPS was $5.11, compared to $5.01 in the third quarter of 2025.
- Third quarter 2026 GAAP operating income was $314.6 million, compared to $372.4 million in the prior-year period.
- Third quarter 2026 non-GAAP Adjusted Operating Income was $322.7 million, compared to $348.1 million in the year-ago period.
- Third quarter 2026 GAAP net income was $162.3 million, compared to $215.1 million in the third quarter of 2025.
Price and volatility reaction
The stock moved +6.1% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -10.3 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 169.34 | 2026-10-29 |
| Close after release | 179.64 | 2026-10-30 |
| Realised move | +6.1% | close to close |
| 30d ATM IV change | -10.3 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-30 (8-K, Item 2.02). Read the original filing on sec.gov.
