纳斯达克公司三季度净营收14.81亿美元增13%:指数业务增39%创新高 每股收益0.96美元

纽约讯:纳斯达克公司(Nasdaq, Inc.,股票代码 NDAQ)10月22日公布2026年第三季度业绩:净营收14.81亿美元,同比增长13%(按有机口径增长14%);按美国通用会计准则(GAAP)计算的摊薄每股收益为0.96美元,同比增长31%;非GAAP摊薄每股收益1.04美元,同比增长18%。
增长主要来自解决方案业务:该板块营收11.72亿美元,同比增长17%。其中金融科技营收5.29亿美元,增长16%,其年化经常性收入(ARR)有机增长18%,创历史新高;指数业务营收2.86亿美元,大增39%,过去12个月净流入资金达创纪录的1,410亿美元,其中第三季度单季净流入490亿美元,期末交易所交易产品资产管理规模达1.16万亿美元,同创纪录。公司整体年化经常性收入达33.65亿美元,同比增长12%。市场服务净营收3.09亿美元,增长2%,为三季度历史新高。
公司董事长兼首席执行官 Adena Friedman 表示,三季度业绩显示公司业务的实力与势头,三大板块均创下新里程碑,包括指数净流入创新高、金融科技年化经常性收入增速创新高,以及在市场服务板块内设立 Nasdaq Digital Liquidity Networks。她说,市场正朝着由人工智能驱动、全天候运行、跨资产类别与地域日益融合的方向演进。首席财务官 Sarah Youngwood 表示,公司今年以来已通过回购与分红向股东返还逾17亿美元。
资本返还方面,公司三季度派发股息1.73亿美元、回购普通股3.23亿美元,截至9月30日董事会授权的回购额度尚余22亿美元。上市业务方面,三季度共有15家新上市公司在纳斯达克挂牌、募资320亿美元,占当季大型上市公司IPO数量的八成;纳斯达克股票市场仍按计划于12月6日上线23/5交易时段安排。公司同时把2026年非GAAP运营费用指引更新为25.50亿至25.80亿美元,维持非GAAP税率22.5%至24.5%的指引不变。
Nasdaq Q3 Net Revenue Rises 13% to $1.481 Billion as Index Revenue Jumps 39%
New York: Nasdaq, Inc. (Nasdaq: NDAQ) on October 22 reported third-quarter 2026 results. Net revenue was $1.481 billion, up 13% from a year earlier, or 14% on an organic basis. GAAP diluted earnings per share rose 31% to $0.96, while non-GAAP diluted EPS rose 18% to $1.04.
Growth was led by the Solutions businesses, where revenue rose 17% to $1.172 billion. Financial Technology revenue increased 16% to $529 million, with annualized recurring revenue (ARR) growing 18% organically, a record. Index revenue jumped 39% to $286 million, with record net inflows of $141 billion over the trailing twelve months, including $49 billion in the third quarter, and end-of-period exchange-traded product assets under management reaching a record $1.160 trillion. Total company ARR was $3.365 billion, up 12%. Market Services net revenue rose 2% to $309 million, a third-quarter record.
Chair and CEO Adena Friedman said the quarter demonstrated the strength and momentum of the business, with milestones across all three divisions, including record Index net inflows, record FinTech ARR growth, and the establishment of Nasdaq Digital Liquidity Networks within Market Services. She said markets are evolving toward an AI-driven, always-on future increasingly integrated across asset classes and geographies. CFO Sarah Youngwood said the company has returned more than $1.7 billion to shareholders year to date through repurchases and dividends.
In the quarter, Nasdaq returned $173 million through dividends and $323 million through share repurchases, with $2.2 billion remaining under its board-authorized repurchase program as of September 30. Nasdaq welcomed 15 new operating-company listings that raised $32 billion, including eight of the ten largest IPOs of the quarter. The Nasdaq Stock Market remains on track to launch 23/5 trading on December 6. The company updated its 2026 non-GAAP operating expense guidance to $2.550 billion to $2.580 billion and maintained its non-GAAP tax rate guidance of 22.5% to 24.5%.
来源:GSM·美国(原文链接)
图片来源:图:位于纽约 Times Square 的 Nasdaq MarketSite 塔楼(资料图)。Ajay Suresh 摄,CC BY 2.0,经维基共享资源。Photo: The Nasdaq MarketSite tower in Times Square, New York (file photo). Photo by Ajay Suresh, CC BY 2.0, via Wikimedia Commons.

