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FY2026 Q2 · Calendar Q2 2026
Visa Inc.
Visa delivered its strongest top-line growth since 2022 in Q2 FY2026, with revenue of $11.2 billion (+17% YoY) and EPS of $3.31, beating consensus estimates by 4.5% on revenue and 6.8% on EPS. Value-added services now represent approximately 30% of net revenue and grew 27% YoY, reflecting a structural shift beyond transaction processing toward higher-margin recurring services. Management raised full-year guidance to low-double-digit revenue growth and low-teen EPS growth, supported by a record $7.9 billion share repurchase authorization. Emerging growth engines — AI-driven agentic commerce (Visa CLI, Intelligent Commerce Connect) and stablecoin settlement infrastructure ($7 billion annualized run rate across six blockchains) — position Visa for incremental multi-billion-dollar opportunities beyond its core payments network. The stock responded with an 8.3% abnormal move on the…
EPS surprise+6.8%
Market move+8.3%
