Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Block, Inc. (XYZ) is 8/10.
Block delivered Q1 gross profit of $2.91B growing 27% with adjusted diluted EPS of $0.85 up 52%, as record adjusted profitability was achieved alongside strong GP growth. FY2026 gross profit guidance was raised from 18% to 19% growth ($12.33B) with adjusted operating margin raised from 26% to 27%, and adjusted EPS was guided at $3.85 representing 62% year-over-year growth. The Cash App lending ecosystem expanded rapidly, AI-driven product velocity transformed development, and the Neighborhoods ecosystem began connecting sellers and consumers.
Scored from Block, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.03B | +4.5% | $3.04 | +985.7% | 38.3% | 0.2% | 32.3% | $-13M |
| FY2025 Q1 | $5.77B | -3.1% | $0.30 | -59.5% | 39.7% | 5.7% | 3.3% | $101M |
| FY2025 Q2 | $6.05B | -1.6% | $0.87 |
| +180.6% |
| 41.9% |
| 8.0% |
| 8.9% |
| $343M |
| FY2025 Q3 | $6.11B | +2.3% | $0.74 | +64.4% | 43.5% | 6.7% | 7.5% | $1.40B |
| FY2025 Q4 | $6.25B | +3.6% | $0.19 | -93.8% | 45.9% | 7.8% | 1.9% | $580M |
| FY2026 Q1 | $6.06B | +4.9% | $-0.52 | -273.3% | 48.0% | -2.8% | -5.1% | $935M |
| FY2026 Q2 | $6.62B | +9.3% | $0.15 | -82.8% | 47.8% | 6.7% | 1.3% | $967M |