Visa (V) reported $10.72 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 11.5%. EPS of $2.98 for the same period compares to $2.71 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $10.62 billion, representing a surprise of +0.97%. The company delivered an EPS surprise of +0.34%, with the consensus EPS estimate being $2.97.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Visa performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- End of Period Connections - Total transactions: 67.65 billion versus 67.68 billion estimated by seven analysts on average.
- Payments volume - Total: $3,732.00 billion versus the six-analyst average estimate of $3,706.36 billion.
- Payments volume - CEMEA: $237.00 billion versus the four-analyst average estimate of $233.17 billion.
- Payments volume - U.S.A: $1,775.00 billion compared to the $1,775.98 billion average estimate based on four analysts.
- Payments volume - Asia pacific: $529.00 billion versus the four-analyst average estimate of $516.23 billion.
- Payments volume - Canada: $110.00 billion versus the four-analyst average estimate of $109.76 billion.
- Total volume: $4,375.00 billion compared to the $4,286.02 billion average estimate based on four analysts.
- Revenues- Service revenue: $4.6 billion versus the nine-analyst average estimate of $4.63 billion. The reported number represents a year-over-year change of +9.6%.
- Revenues- Data processing revenue: $5.39 billion versus the nine-analyst average estimate of $5.24 billion. The reported number represents a year-over-year change of +17%.
- Revenues- Client incentive: $-4.25 billion compared to the $-4.32 billion average estimate based on nine analysts. The reported number represents a change of +17.1% year over year.
- Revenues- Other revenue: $1.18 billion versus $1.18 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +21.4% change.
- Revenues- International transaction revenue: $3.8 billion versus $3.87 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
View all Key Company Metrics for Visa here>>>
Shares of Visa have returned +2.3% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Visa Inc. (V): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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