Mastercard Q2 revenue beats estimates on payment network growth

Mastercard Incorporated

30/07/2026 13:15

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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(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.)