The strong beat on both revenue and adjusted EPS, combined with maintained 10-15% EPS growth guidance, should support the stock in the near term. However, the money transfer segment's constant currency revenue decline (-4%) and overall operating income drop warrant attention during the conference call for segment-level outlook and FX impact.
Price Chart
Executive Summary
Euronet reported Q1 2026 revenue of $1,011.8M (beat $965.5M consensus by 4.8%) and adjusted EPS of $1.58 (beat $1.46 consensus by 8.2%). The company reiterated its 2026 adjusted EPS growth guidance of 10-15%, while digital money transfer revenue surged 42% YoY. GAAP EPS fell to $0.83 from $0.85, weighed by amortization and share-based compensation.
Key Financial Metrics
Key Facts
- Revenue $1,011.8M vs consensus $965.5M (beat)
- Adjusted EPS $1.58 vs consensus $1.46 (beat)
- Digital money transfer revenue +42% YoY; transactions +35%
- Reiterated FY2026 adjusted EPS growth of 10-15%
- Repurchased $100M of common stock during the quarter
- GAAP EPS $0.83 vs $0.85 prior year; adjusted EPS $1.58 vs $1.13 prior year
- Operating income decreased 4% to $72.0M; adjusted EBITDA +7% to $126.7M
Financial Impact
Positive surprise on revenue (4.8% beat) and adjusted EPS (8.2% beat) with maintained guidance, likely driving a 3-5% stock move
Risk Factors
- Money transfer segment weakness, especially US-Mexico corridor and Middle East volume
- Geopolitical and foreign exchange headwinds
- GAAP earnings decline due to non-cash charges may unsettle some investors
- High leverage with net debt increased by $114M in the quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283720 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | $63.95 | awaiting T+1 | — | $63.95 (+0.00%) |
Oct 19, 2026 7d ago | Press Release | $64.84 $66.15 | ▲ +2.02% | ▲ +1.69% | $63.95 (−1.37%) |
Oct 14, 2026 12d ago | Press Release | $65.54 | awaiting T+1 | — | $63.95 (−2.43%) |
Jul 30, 2026 12w ago | 8-K | $76.67 $71.33 | ▲ +6.96% | ▲ +7.67% | $63.95 (+16.59%) |
Jul 21, 2026 13w ago | Press Release | $79.20 $78.12 | ▼ −1.36% | ▼ −1.25% | $63.95 (−19.26%) |
May 20, 2026 22w ago | 8-K | $67.38 $66.40 | ▼ −1.45% | ▼ −1.65% | $63.95 (−5.09%) |
Apr 29, 2026 25w ago | 8-K | $74.78 $71.94 | ▼ −3.80% | ▼ −4.82% | $63.95 (−14.48%) |
Apr 29, 2026 25w ago | Press Release | $74.78 $71.94 | ▼ −3.80% | ▼ −4.82% | $63.95 (−14.48%) |
Apr 16, 2026 27w ago | Press Release | $74.01 $74.78 | ▲ +1.04% | ▲ +1.23% | $63.95 (−13.59%) |
US Market Status
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