For the quarter ended December 2025, Visa (V) reported revenue of $10.9 billion, up 14.6% over the same period last year. EPS came in at $3.17, compared to $2.75 in the year-ago quarter.
The reported revenue represents a surprise of +1.87% over the Zacks Consensus Estimate of $10.7 billion. With the consensus EPS estimate being $3.14, the EPS surprise was +0.96%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: 69.4 billion compared to the 69.85 billion average estimate based on seven analysts.
- Payments volume - Total: $3,868.00 billion versus the six-analyst average estimate of $3,834.65 billion.
- Payments volume - CEMEA: $250.00 billion versus $244.88 billion estimated by four analysts on average.
- Payments volume - U.S.A: $1,834.00 billion versus $1,834.14 billion estimated by four analysts on average.
- Payments volume - Asia pacific: $539.00 billion versus $554.86 billion estimated by four analysts on average.
- Payments volume - Canada: $117.00 billion compared to the $117.01 billion average estimate based on four analysts.
- Total volume: $4,527.00 billion versus $4,419.34 billion estimated by four analysts on average.
- Revenues- Service revenue: $4.76 billion compared to the $4.68 billion average estimate based on nine analysts. The reported number represents a change of +13.1% year over year.
- Revenues- Data processing revenue: $5.54 billion versus the nine-analyst average estimate of $5.46 billion. The reported number represents a year-over-year change of +16.8%.
- Revenues- Client incentive: $-4.27 billion versus the nine-analyst average estimate of $-4.39 billion. The reported number represents a year-over-year change of +12.4%.
- Revenues- Other revenue: $1.21 billion compared to the $1.09 billion average estimate based on nine analysts. The reported number represents a change of +33.1% year over year.
- Revenues- International transaction revenue: $3.65 billion versus the nine-analyst average estimate of $3.85 billion. The reported number represents a year-over-year change of +6.1%.
View all Key Company Metrics for Visa here>>>
Shares of Visa have returned -6.8% over the past month versus the Zacks S&P 500 composite's +0.8% 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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