Overview
- Fiscal Q1 2026 adjusted EPS was $0.61 versus $0.51 expected, with revenue of $395.74 million beating the $391.1 million consensus.
- Core revenue reached $358.0 million, up 14% year over year, as the company served 498,100 businesses, processed $89 billion in payment volume, and handled 33 million transactions.
- The company raised full‑year adjusted EPS guidance to $2.11–$2.25 and narrowed sales guidance to $1.597–$1.627 billion.
- Second‑quarter guidance calls for adjusted EPS of $0.54–$0.57 on revenue of $394.5 million–$404.5 million.
- Shares traded up roughly 6% premarket Friday as analysts updated models with mixed price‑target changes, including cuts from KBW, BMO, Susquehanna, and UBS, and a raise to $60 from JPMorgan.