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Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Nov 4, 2024 FY24 Q3 | Feb 11, 2025 FY24 Q4 | Apr 17, 2025 FY25 Q1 | Aug 5, 2025 FY25 Q2 | Nov 5, 2025 FY25 Q3 | Feb 24, 2026 FY25 Q4 | May 8, 2026 FY26 Q1 | Aug 4, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Adjusted revenue growth | — | — | — | — | — | New“30-31%” | Reiterated“30-31%” | Lowered“29 - 30%” |
| Pro Forma revenue growth | — | — | — | — | — | New“5.1-5.7%” | Reiterated“5.1-5.7%” | Lowered“4.5 - 5.0%” |
| Revenue | — | — | — | — | — | New“$13,770 - $13,850” | Reiterated“$13,770 - $13,850” | Lowered“$13,630 - $13,695” |
| Revenue | — | — | — | — | — | — | — | New“$3,415 - $3,445” |
| Revenue | — | — | — | — | — | — | New“$3,375 - $3,395” | — |
| Revenue | — | — | — | — | — | New“$3,270 - $3,290” | — | — |
| Adjusted EBITDA (Non-GAAP) | — | — | — | — | — | New“$5,800 - $5,860” | Reiterated“$5,800 - $5,860” | Lowered“$5,730 - $5,785” |
| Adjusted EBITDA (Non-GAAP) | — | — | — | — | — | — | — | New“$1,460 - $1,480” |
| Adjusted EBITDA (Non-GAAP) | — | — | — | — | — | — | New“$1,395 - $1,415” | — |
| Adjusted EBITDA (Non-GAAP) | — | — | — | — | — | New“$1,275 - $1,290” | — | — |
| Adjusted EBITDA growth | — | — | — | — | — | New“34-35%” | Reiterated“34-35%” | Lowered“32 - 34%” |
| Adjusted EPS (Non-GAAP) | — | — | — | — | — | New“$6.22 - $6.32” | Reiterated“$6.22 - $6.32” | Lowered“$6.15 - $6.24” |
| Adjusted EPS (Non-GAAP) | — | — | — | — | — | — | — | New“$1.58 - $1.62” |
| Adjusted EPS (Non-GAAP) | — | — | — | — | — | — | New“$1.45 - $1.49” | — |
| Adjusted EPS (Non-GAAP) | — | — | — | — | — | New“$1.26 - $1.30” | — | — |
| Adjusted EPS growth | — | — | — | — | — | New“8-10%” | Reiterated“8-10%” | Lowered“7.0 - 8.5%” |
| Pro Forma Adjusted EBITDA growth | — | — | — | — | — | New“7.2-8.4%” | Reiterated“7.2-8.4%” | Lowered“5.9 - 6.9%” |
| Free Cash Flow | — | — | — | — | — | New“$2.05 - $2.15 billion” | Reiterated“$2.05 - $2.15 billion” | Raised“$2,150 - $2,250 million” |
| Issuer Solutions acquisition closing | — | — | — | — | New“1Q 2026” | — | — | — |
| Issuer Solutions transaction expected close | — | — | New“first half of 2026” | — | — | — | — | — |
| New debt to fund Issuer Solutions Acquisition | — | — | — | — | New“approximately $8 billion” | — | — | — |
| Pro forma gross leverage | — | — | — | New“approximately 3.4x” | — | — | — | — |
| Quarterly dividend | — | — | — | — | — | New“$0.44 per share” | — | — |
| Share repurchases and tuck-in M&A | — | — | — | — | — | New“temporarily pause” | — | — |
| Transactions closing | — | — | — | — | New“first quarter of 2026” | — | — | — |
| For FY2025 | ||||||||
| Revenue | — | New“$10,435 - $10,495” | — | Raised“$10,520 - $10,570” | Raised“$10,595 - $10,625” | — | — | — |
| Adjusted EBITDA (Non-GAAP) | — | New“$4,305 - $4,335” | — | Lowered“$1,105 - $1,120” | Raised“$4,330 - $4,345” | — | — | — |
| Adjusted EBITDA margin expansion | — | New“40 to 45 basis points” | — | — | — | — | — | — |
| Adjusted EPS (Non-GAAP) | — | New“$1.17 - $1.22” | — | Raised“$1.46 - $1.50” | Raised“$5.74 - $5.78” | — | — | — |
| Adjusted EPS growth | — | New“9 to 11%” | — | Narrowed“10 to 11%” | Reiterated“10% to 11%” | — | — | — |
| Adjusted free cash flow conversion | — | — | — | — | New“greater than 85%” | — | — | — |
| M&A spend | — | — | New“up to $1 billion” | — | — | — | — | — |
| Quarterly dividend per share | — | New“$0.40 per share” | — | — | — | — | — | — |
| Share repurchase goal | — | New“$1.2 billion” | — | Reiterated“approximately $1.2 billion” | Raised“approximately $1.3 billion” | — | — | — |
| Share repurchases | — | New“approximately $1.2 billion” | Reiterated“$1.2 billion” | Reiterated“approximately $1.2 billion” | Raised“approximately $1.3 billion” | — | — | — |
| For FY2024 | ||||||||
| Revenue | New“$10,140 - $10,170” | — | — | — | — | — | — | — |
| Adjusted EBITDA (Non-GAAP) | New“$4,125 - $4,140” | — | — | — | — | — | — | — |
| Adjusted EPS (Non-GAAP) | New“$5.15 - $5.20” | — | — | — | — | — | — | — |
| Share repurchase goal | New“approximately $4.0 billion” | — | — | — | — | — | — | — |
| Share repurchases | New“approximately $4.0 billion” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Incremental revenue synergies from Issuer Solutions | — | — | New“$45 million” | — | — | — | — | — |
| Revenue synergies | — | — | New“over $125 million” | — | — | — | — | — |
| Revenue synergies from Issuer Solutions (longer-term) | — | — | New“over $125 million” | — | — | — | — | — |
| Net EBITDA synergies | — | — | New“more than $150 million” | — | — | — | — | — |
| Net EBITDA synergies from Issuer Solutions | — | — | New“more than $150 million” | — | — | — | — | — |
| Dividend payout ratio | New“35% of adjusted net earnings, excluding EMI” | Reiterated“approximately 35% of adjusted net earnings, excluding EMI” | — | — | — | — | — | — |
| Dividend payout ratio | New“35% of adjusted net earnings, excluding EMI” | Reiterated“approximately 35% of adjusted net earnings, excluding EMI” | — | — | — | — | — | — |
| Dividend per share growth | — | — | — | New“targeting dividend per share growth in line with Adjusted EPS growth” | Reiterated“targeting dividend per share growth in line with Adjusted EPS growth” | Revised“in line with Adjusted EPS growth” | Reiterated“in line with Adjusted EPS growth” | Reiterated“in line with Adjusted EPS growth” |
| Dividend per share growth | — | — | — | New“targeting dividend per share growth in line with Adjusted EPS growth” | Reiterated“targeting dividend per share growth in line with Adjusted EPS growth” | — | — | — |
| Dividend policy | — | — | New“annual dividend per share growth consistent with Adjusted EPS growth” | — | — | — | — | — |
| Incremental Adjusted Free Cash Flow | — | — | New“over $500 million” | — | — | — | — | — |
| Incremental Adjusted Free Cash Flow from Issuer Solutions acquisition | — | — | New“over $500 million” | — | — | — | — | — |
| Pro forma gross leverage | — | — | New“approximately 3.4x” | — | Reiterated“approximately 3.4x” | — | — | — |
| Quarterly dividend | — | New“$0.40 per share” | — | — | — | — | — | — |
| Target gross leverage | — | — | — | — | — | New“2.8x” | Reiterated“2.8x” | Reiterated“approximately 2.8x” |
| Target gross leverage | — | — | New“2.8x” | Reiterated“2.8x” | Reiterated“2.8x” | Reiterated“2.8x” | — | — |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.