Mastercard Q2 revenue beats estimates on payment network growth
Reuters2026/07/30 12:15
Overview
Payments network operator's Q2 revenue grew 14% yr/yr, beating analyst expectations
Q2 adjusted EPS beat analyst expectations
Company repurchased 9.8 mln shares in Q2
Result Drivers
PAYMENT NETWORK GROWTH - Co said revenue growth was driven by increases in gross dollar volume, cross-border volume, and switched transactions
VALUE-ADDED SERVICES - Co said value-added services and solutions revenue rose 20%, driven by security, digital and authentication solutions, consumer acquisition and engagement services, and business and market insights
CUSTOMER INCENTIVES - Co said payment network rebates and incentives increased 22%, mainly due to new and renewed deals
Key Details
Metric |
Beat/Miss |
Actual |
Consensus Estimate |
Q2 Revenue |
Beat |
$9.3 bln |
$9.07 bln (28 Analysts) |
Q2 Adjusted EPS |
Beat |
$5.04 |
$4.77 (29 Analysts) |
Q2 EPS |
|
$4.97 |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 42 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Mastercard Inc is $650.00, about 15.4% above its July 29 closing price of $563.32
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 25 three months ago
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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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