Visa Inc - Class A
Q2 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +6.88%.
Did V Beat Earnings? Q2 2025 Results
Visa kicked off its fiscal second half on a strong note, posting <a href="https://247wallst.com/investing/2026/01/29/visa-earnings-preview-what-to-watch-when-v-reports-today/">better-than-expected results</a> for the March quarter as non-GAAP diluted EPS of $2.76 came in 3.00% above the $2.68 consensus estimate while net revenue climbed 9.3% year-over-year to $9.59 billion, edging past the $9.55 billion Wall Street expected. The performance was anchored by broad-based volume strength: payments volume grew 8% on a constant-dollar basis, cross-border volume excluding intra-Europe transactions expanded 13%, and total processed transactions rose 9% to 60.7 billion — reflecting durable consumer spending even against a backdrop of macroeconomic uncertainty. GAAP EPS of $2.32 told a messier story, rising just 1% after a $992 million litigation provision related to the interchange MDL case weighed heavily on reported results. Alongside the earnings, Visa's board authorized a new $30 billion multi-year share repurchase program, underscoring management's confidence in the durability of the company's cash generation.
- Payments volume grew 8% on a constant-dollar basis for the three months ended March 31, 2025
- Cross-border volume excluding intra-Europe increased 13% on a constant-dollar basis
- Total cross-border volume increased 13% on a constant-dollar basis
- Processed transactions grew 9% to 60.7 billion
- Consumer spending remained resilient despite macroeconomic uncertainty
“Visa's strong 9% fiscal second quarter net revenue growth was driven by healthy trends in payments volume, cross-border volume and processed transactions. Consumer spending remained resilient, even with macroeconomic uncertainty. Our strategy across consumer payments, commercial and money movement solutions and value-added services, our diversified business model, and our focus on innovation position us well for the rest of the fiscal year and beyond.”
Visa CEO, on the earnings call
V YoY Financials
V Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.