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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tien-Tsin Huang | JPMorgan | 6 | 0% |
| Darrin Peller | Wolfe Research | 6 | 0% |
| Jason Kupferberg | Wells Fargo | 6 | 0% |
| Dan Dolev | Mizuho Securities | 5 | 0% |
| Andy Schmidt | KeyBanc Capital Markets | 5 | 0% |
| Dave Koning | Robert W. Baird | 5 | 0% |
| Adam Frisch | Evercore ISI | 5 | 0% |
| Dan Perlin | RBC Capital Markets | 4 | 0% |
| Ramsey El-Assal | Cantor Fitzgerald | 3 | 0% |
| Harrison Vivas | TD Cowen | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 6 | 0% |
| Wolfe Research | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Mizuho Securities | 1 |
| 5 |
| 0% |
| Robert W. Baird | 1 | 5 | 0% |
| Evercore ISI | 1 | 5 | 0% |
| KeyBanc Capital Markets | 1 | 5 | 0% |
| RBC Capital Markets | 1 | 4 | 0% |
Post-Worldpay, Q1 adjusted net revenue reached $2.86 billion with normalized growth of approximately 5.5% and adjusted EPS of $2.96 up 10%. Worldpay integration progressed rapidly at 100+ days with cross-sell momentum between heritage companies building. Genius bookings accelerated with higher yields, and FY2026 guidance was reaffirmed at approximately 5% constant currency revenue growth and $13.80-$14.00 EPS.
Revenue Growth | Product Launch | M&A | Competitive Dynamics | Guidance Reliability | Capital Allocation | Innovation & R&D | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 3 | 3 | 5 | 1 | 1 | 1 |
| 2025Q1 | 3 | 2 | 3 | 3 | 1 | 2 | 3 | 1 |
| 2025Q2 | 4 | 5 | 2 | 1 | 1 | 3 | ||
| 2025Q3 | 5 | 3 | 2 | 1 | 1 | 2 | ||
| 2025Q4 | 5 | 5 | 3 | 2 | 2 | 2 | 1 | 1 |
| 2026Q1 | 3 | 3 | 4 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6 | 3 | 4 | 5 | 5 | 3 |
| Product Launch | 2 | 2 | 5 | 3 | 5 | 3 |
| M&A | 3 | 3 | 2 | 3 | 4 | |
| Competitive Dynamics | 3 | 3 | 1 | 2 | 2 | 1 |
| Guidance Reliability | 5 | 1 | 1 | 1 | 2 | |
| Capital Allocation | 1 | 2 | 3 | 1 | 2 | 1 |
| Innovation & R&D | 1 | 3 | 1 | 1 | ||
| Pricing | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GPN Global Payments | 7 | +23.1% | |
| CTAS Cintas | 8 | +8.9% | |
| TRI Thomson Reuters Corporation | 7 | +8.3% |