| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $8.7B1 | – |
| Net income | $1.1B | – |
| Op income | $1.4B | – |
| EPS (dil.) | $1.25 | – |
| EPS (basic) | – | – |
| Net margin | 12.7% | – |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| transaction_margin_dollars | approximately $15.6 billion | FY2026 | point | New |
| non_gaap_eps | $5.38 | FY2026 | point | New |
| adjusted_free_cash_flow | at least $6 billion | FY2026 | directional | New |
| share_repurchases | approximately $6 billion | FY2026 | point | New |
| online_branded_checkout_tpv_growth | low-single-digit | FY2026 | directional | New |
| transaction_margin_dollars_headwind_from_investments | modestly lower than 3 points | FY2026 | directional | New |
| gross_savings | at least $1.5 billion | next two to three years | directional | New |
| gross_savings | approximately $400 million | by the end of this year | point | New |
| transformation_related_charge | $120 million to $140 million | second half of 2026 | tight_range | New |
| revenue_growth | low-single-digit | Q3 2026 | directional | New |
| transaction_margin_dollars_growth | slightly positive | Q3 2026 | directional | New |
| transaction_margin_dollars_ex_interest_on_customer_balances_growth | slightly positive to growing low-single digits | Q3 2026 | tight_range | New |
| non_transaction_operating_expenses_growth | high-single-digit | Q3 2026 | directional | New |
| non_gaap_eps_change | decline within a low-single-digit range | Q3 2026 | directional | New |
| transaction_margin_dollar_growth | slightly positive | Q4 2026 | directional | New |
| branded_checkout_growth | low-single digits | second half of 2026 | directional | New |
| branded_checkout_growth | about 2% | Q3 2026 | point | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $8.4B1 | +7.2% |
| Net income | $1.1B | -13.5% |
| Op income | $1.5B | -2.7% |
| EPS (dil.) | $1.21 | -6.2% |
| EPS (basic) | $1.22 | -7.0% |
| Gross margin | 17.8% | – |
| Op margin | 17.8% | -1.8pp |
| Net margin | 13.3% | – |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $8.7B | +3.7% | $33.2B |
| Net income | $1.4B | +28.2% | $5.2B |
| Op income | $1.5B | – | – |
| EPS (dil.) | $1.53 | +37.8% | $5.41 |
| EPS (basic) | – | – | – |
| Op margin | 17.4% | +0.2pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $8.4B | +7.0% | $24.5B |
| Net income | $1.2B | +23.6% | $3.8B |
| Op income | $1.5B | +9.3% | $4.6B |
| EPS (dil.) | $1.30 | +31.3% | $3.88 |
| EPS (basic) | $1.31 | +31.0% | $3.92 |
| Op margin | 18.1% | +0.3pp | |
| Net margin | 14.8% | +1.9pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $8.3B | +5.0% | $16.1B |
| Net income | $1.3B | +12.0% | $2.5B |
| Op income | $1.5B | +14.0% | $3.0B |
| EPS (dil.) | $1.29 | +20.0% | $2.58 |
| EPS (basic) | $1.30 | +20.4% | $2.61 |
| Op margin | 18.1% | +1.3pp | |
| Net margin | 15.2% | +0.9pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $7.8B | +1.0% |
| Net income | $1.3B | +45.0% |
| Op income | $1.5B | +31.0% |
| EPS (dil.) | $1.29 | +55.4% |
| EPS (basic) | $1.31 | +57.8% |
| Op margin | 19.6% | +4.4pp |
| Net margin | 16.5% | +5.0pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $8.4B | +4.0% | $31.8B |
| Net income | $1.1B | -20.0% | $4.1B |
| Op income | $1.4B | -17.0% | $5.3B |
| EPS (dil.) | $1.11 | -15.0% | $3.99 |
| EPS (basic) | $1.12 | -14.0% | $4.03 |
| Op margin | 17.2% | -4.3pp | |
| Net margin | 13.4% | -4.1pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-07-28 | Q2 2026 | 11 | 0 |
| 10-Q | 2026-07-28 | – | 39 | 118 |
| 8-K | 2026-05-21 | – | 2 | 0 |
| 8-K | 2026-05-15 | – | 1 | 0 |
| 8-K | 2026-05-05 | Q1 2026 | 12 | 0 |
| 10-Q | 2026-05-05 | – | 39 | 90 |
| 8-K | 2026-04-30 | – | 1 | 0 |
| DEF 14A | 2026-04-07 | – | 12 | 0 |
| 8-K | 2026-03-25 | – | 3 | 0 |
| 8-K | 2026-02-03 | Q4 2025 | 11 | 0 |
Showing the latest 10 of 69 — the full set is in the API.