Euronet Worldwide

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with revenue of $1,108.4M missing the $1,139.1M estimate. Adjusted EPS of $2.82 slightly missed the $2.94 consensus but grew 10% YoY, supported by aggressive share repurchases ($50M in Q2). While Payments Infrastructure outperformed, Cross-Border Payments saw significant pressure from U.S. immigration policy shifts and tough YoY comps. Management reiterated full-year adjusted EPS growth guidance of 10% to 15%.