Paysafe Limited (NYSE:PSFE) shares gained 0.8% following the release of mixed second-quarter results, as revenue came in ahead of Wall Street forecasts while adjusted earnings matched expectations. The payments platform also issued full-year 2026 earnings guidance below the analyst consensus, although its revenue outlook remained broadly in line with market forecasts.
Revenue beats estimates as sales grow 4%
Paysafe generated second-quarter revenue of $447.4 million, exceeding the analyst consensus of $444.7 million and rising 4% from $428.2 million in the same quarter last year.
Adjusted earnings were $0.43 per share, matching Wall Street expectations.
On a GAAP basis, however, the company recorded a loss of $1.13 per diluted share, widening from a loss of $0.85 in the prior-year period.
“We delivered second quarter results in line with our expectations, with revenue growing 4% in the quarter and 7% in the first half, driven by strong traction across our priority markets and products,” said Bruce Lowthers, CEO of Paysafe.
Merchant Solutions leads segment growth
Performance across Paysafe’s main operating divisions remained positive, although growth rates varied between the businesses.
Digital Wallets generated revenue of $206.6 million, representing an increase of 3% compared with the prior-year period.
Merchant Solutions delivered stronger growth, with revenue rising 6% to $246.1 million. Paysafe said the increase was supported by robust North American iGaming volumes and its data commercialisation initiatives.
Despite higher group revenue, adjusted EBITDA declined 2% to $102.8 million from $105.0 million a year earlier, indicating some pressure on underlying profitability.
2026 earnings guidance falls below consensus
For the full year, Paysafe expects adjusted earnings of between $1.90 and $2.03 per share.
The midpoint of the range, at approximately $1.97, sits below the analyst consensus forecast of $2.15 per share.
Paysafe said its updated EPS outlook reflects its recent refinancing transaction and the resulting changes to expected interest expenses.
Revenue guidance was more closely aligned with Wall Street forecasts. The company expects full-year sales of between $1.79 billion and $1.83 billion, implying a midpoint of approximately $1.81 billion.
That compares with the analyst consensus of $1.811 billion.
Paysafe extends debt maturities with refinancing
Paysafe also completed a refinancing of portions of its existing term loan facilities on August 12, 2026.
The transaction extends the company’s debt maturity profile to 2030, providing additional time before significant obligations come due.
Paysafe also increased the size of its revolving credit facility to $372.5 million, with the facility now maturing in August 2031.
The refinancing strengthens the company’s longer-term financing position, although associated changes in interest expense have been incorporated into its updated earnings guidance.
While the lower full-year adjusted EPS outlook could temper investor expectations, Paysafe’s second-quarter revenue beat, continued growth across Digital Wallets and Merchant Solutions, and extended debt maturities helped support a modestly positive reaction in the shares.
Paysafe stock price
