🔹 Revenue (GAAP): $5.52 B (Est. $5.20 B) 🟢; UP +8% YoY
🔹 Adj. EPS: $2.47 (Est. $2.43) 🟢; UP +16% YoY
FY25 Guidance
🔹Adj. EPS: $10.15–10.30 (Est. $10.20) 🟡; +15–17% growth
🔹Organic Rev Growth: ~10%
Q2 Segment:
🔹 Merchant Solutions GAAP Rev Growth: UP +10% YoY
🔹 Financial Solutions GAAP Rev Growth: UP +7% YoY
🔹 Merchant Solutions Organic Rev Growth: UP +9% YoY
🔹 Financial Solutions Organic Rev Growth: UP +7% YoY
Other Metrics
🔹 Adjusted Revenue: $5.20 B; UP +8% YoY
🔹 GAAP Op. Margin: 30.7%; UP +270 bps YoY
🔹 Adj. Op. Margin: 39.6%; UP +120 bps YoY
🔹 Free Cash Flow (6M): $1.54 B; UP +4% YoY
🔹 Share Repurchases: 12.2 M shares for $2.2 B (Q2); 21.9 M shares for $4.4 B (6 M)
CEO Commentary
🔸 “Our second quarter results of 8% organic revenue growth and 16% adjusted earnings per share growth again demonstrated the power of our diverse business serving both merchants and financial institutions.” — Mike Lyons <@&1230638944077611050>
