"Last quarter delivered solid execution. Visa posted $2.98 in adjusted EPS, beating the $2.97 consensus by a cent. That marked the eighth consecutive quarter of beats or meets, extending a streak that goes back nearly two years. Revenue hit $10.7 billion, up 11.5% year over year, while operating margins held at a fortress-like 65.7%. The consistency matters because Visa has beaten estimates in 66 of 68 quarters since 2008. That's a 97% success rate."
"What Matters Most This Quarter I'll be watching three things. First, cross-border transaction growth. JP Morgan analyst Tien-tsin Huang called the setup "fundamentally constructive" heading into earnings, citing healthy domestic consumer spending. If international volumes are accelerating, that's the clearest sign that Visa's network effects are compounding. Second, operating expense discipline. Net income contracted 1.4% year over year in the most recent TTM period despite revenue growing 11.5%."
Visa reports fiscal Q1 2026 results after a month-long 7.8% share decline and trades around 25x forward earnings. Prior quarter delivered $2.98 adjusted EPS versus $2.97 consensus and $10.7 billion revenue, up 11.5% year over year, with operating margins at 65.7%. Visa has beaten estimates in 66 of 68 quarters since 2008. The Street expects $3.14 adjusted EPS on $10.9 billion revenue. Prediction markets show about a 94.5% probability of a beat. Key focuses are cross-border transaction growth, operating expense discipline amid litigation headwinds, and guidance tone on digital payments.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]