earnings
confidence high
sentiment positive
materiality 0.80
Visa Q2 FY2026 revenue up 17% to $11.2B; GAAP EPS $3.14; new $20B buyback
VISA INC.
- GAAP net income $6.0B ($3.14 EPS); non-GAAP net income $6.3B ($3.31 EPS), up 32% and 17% YoY.
- Net revenue $11.2B, +17% (16% constant currency); strongest revenue growth since 2022 per CEO.
- Board declared $0.670/share quarterly dividend, payable June 1, record May 12, 2026.
- Board authorized new $20B multi-year share repurchase program; $9.2B returned to shareholders in Q2.
- Growth driven by consumer payments, commercial & money movement, value-added services; agentic and stablecoin capabilities.