Visa Inc. · V · Next earnings

Visa Inc. reports Tuesday, Oct 27, 2026

V reports after market close with consensus EPS at $3.43 and revenue at $12.08B. Last quarter: Visa Beats on Revenue and EPS, Raises Guidance on VAS Strength and Stablecoin Expansion

Reports After market close37 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $3.43 Calendar consensus
Consensus revenue $12.08B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where V left off: FY2026 Q2

Full report

Visa Beats on Revenue and EPS, Raises Guidance on VAS Strength and Stablecoin Expansion

EPS surprise +6.8% Reported $3.31 vs $3.10
Revenue surprise +4.5% Reported $11.23B vs $10.75B
Stock move +8.3% Event window
Subsequent drift -3.0% Up to 20 sessions

Visa raised full-year FY2026 guidance from the prior quarter's maintained stance. Management now projects low-double-digit revenue growth and low-teen EPS growth, compared with the prior quarter's unchanged low-double-digit adjusted revenue growth outlook. The raised outlook reflects stronger-than-expected value-added services growth, commercial solutions momentum, and cross-border volume strength. In Q1, guidance sentiment was characterized as maintained; in Q2, it shifted to raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tension and conflict in the Middle East affecting CEMEA cross-border volumes.
  • Higher-than-expected volatility could pressure earnings if it persists.
  • Regulatory uncertainty around stablecoins and payments nationalism in Europe and other regions.
  • Potential fraud escalation tied to AI-enabled agentic commerce.

Questions analysts left open

  • Breakdown of revenue upside drivers beyond volatility and VAS growth.
  • Risk management framework for four-party agentic commerce versus traditional three-party models.
  • Unit-economic impact of stablecoin transactions.
  • Sustainability of VAS growth after major sports events.
  • Margin profile of the expanding VAS portfolio.

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Recent V quarters

All V earnings
+8.3%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.