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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Visa Inc. (V) is 9/10.
Visa accelerated Q2 net revenue growth to 17% with revenue of $11.2B and EPS of $3.31, up 20%, as value-added services reached 30% of total revenue with 27% constant-currency growth to $3.3B. Full-year FY2026 guidance was raised from low-double-digit to low-double-digit-to-low-teens for both net revenue and EPS growth on broad-based strength. Agentic commerce positioning advanced as a strategic priority, stablecoin bridge infrastructure continued scaling, and cross-border volume showed resilience despite Middle East conflict pressuring the CEMEA region.
Scored from Visa Inc.’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.62B | +11.7% | $2.65 | +16.7% | 66.0% | 55.3% |
| FY2025 Q1 | $9.51B | +10.1% | $2.58 | +7.9% | 65.6% | 53.8% |
| FY2025 Q2 | $9.59B | +9.3% | $2.32 | +1.3% | 56.6% | 47.7% |
| FY2025 Q3 | $10.17B | +14.3% | $2.69 | +12.1% | 60.7% | 51.8% |
| FY2025 Q4 | $10.72B | +11.5% | $2.62 | -1.1% | 57.3% | 47.5% |
| FY2026 Q1 | $10.90B | +14.6% | $3.03 | +17.4% | 61.8% | 53.7% |
| FY2026 Q2 | $11.23B | +17.1% | $3.14 | +35.3% | 64.4% | 53.6% |
| FY2026 Q3 | $11.63B | +14.4% | $2.97 | +10.4% | 59.1% | 48.4% |