Current guidance
29 items
Each item compared with the same item in the previous release (Apr 22, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Net Revenue, in millions | for FY2026 | “$ 2,820” – “$ 2,880” | “$ 2,862” – “$ 2,902” | Filing ↗ |
| New | Net Revenue, in millions | for Q3 FY2026 | — | “$ 733” – “$ 753” | Filing ↗ |
| Raised | Adjusted Net Income per Diluted Share | for FY2026 | “$ 18.95” – “$ 19.55” | “$ 19.68” – “$ 20.08” | Filing ↗ |
| New | Adjusted Net Income per Diluted Share | for Q3 FY2026 | — | “$ 5.45” – “$ 5.65” | Filing ↗ |
| Raised | Average U.S. Retail Fuel Prices per Gallon | for FY2026 | “$3.70” | “$ 3.91” | Filing ↗ |
| New | Average U.S. Retail Fuel Prices per Gallon | for Q3 FY2026 | — | “$3.90” | Filing ↗ |
| New | Mobility Credit Losses (bps) | for Q3 FY2026 | — | “8 - 13” | Filing ↗ |
| Lowered | Weighted Average Diluted Shares Outstanding, in millions | for FY2026 | “35.2” | “35.0” | Filing ↗ |
| New | Weighted Average Diluted Shares Outstanding, in millions | for Q3 FY2026 | — | “34.7” | Filing ↗ |
| New | Net Debt to Adjusted EBITDA Target Range | for the long term | — | “2.5 times to 3.0 times” | Filing ↗ |
| Reiterated | Adjusted net income effective tax rate | for FY2026 | “25.0%” | “25.0%” | Filing ↗ |
| Reiterated | Mobility Credit Losses (bps) | for FY2026 | “12 - 17” | “12 - 17” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Corporate Payments full year revenue growth | for FY2026 | “5-7%” | — | Filing ↗ |
| Not restated | Impact of lower fuel prices on adjusted operating margins | for FY2026 | “negatively by approximately 75 basis points” | — | Filing ↗ |
| Not restated | Average US Retail Fuel Prices per Gallon assumption (Full Year) | for FY2026 | “$3.10” | — | Filing ↗ |
| Not restated | Cost savings actions embedded in | for FY2026 | “$50 million” | — | Filing ↗ |
| Not restated | Diluted Shares Outstanding, in millions | for FY2026 | “35.2” | — | Filing ↗ |
| Not restated | ANI per Share impact from 100bps interest rate shocks target | for the long term | “materially neutral” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Corporate Payments full year revenue growth | “5-7%” | for FY2026 | GAAP-tied | Feb 4, 2026 | 1 | Filing ↗ |
| Mobility full year revenue growth | “1-3%” | for FY2026 | GAAP-tied | Feb 4, 2026 | 1 | Filing ↗ |
| Mobility segment revenue growth (excluding fuel price changes and FX) | “1-3%” | for FY2026 | GAAP-tied | Feb 4, 2026 | 1 | Filing ↗ |
| Net Revenue, in millions | “$ 2,862” – “$ 2,902” | for FY2026 | GAAP-tied | Feb 4, 2026 | 3 | Filing ↗ |
| Net Revenue, in millions | “$ 733” – “$ 753” | for Q3 FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Adjusted net income effective tax rate | “25.0%” | for FY2026 | Company-defined | Feb 4, 2026 | 3 | Filing ↗ |
| Adjusted Net Income per Diluted Share | “$ 19.68” – “$ 20.08” | for FY2026 | Company-defined | Feb 4, 2026 | 3 | Filing ↗ |
| Adjusted Net Income per Diluted Share | “$ 5.45” – “$ 5.65” | for Q3 FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Adjusted operating income margin | “flat with 2025” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Impact of lower fuel prices on adjusted operating margins | “negatively by approximately 75 basis points” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Average interest rates vs 2025 | “expect average rates to be 1% lower than 2025” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Average U.S. Retail Fuel Prices per Gallon | “$ 3.91” | for FY2026 | Company-defined | Apr 22, 2026 | 2 | Filing ↗ |
| Average U.S. Retail Fuel Prices per Gallon | “$3.90” | for Q3 FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Average US Retail Fuel Prices per Gallon assumption (Full Year) | “$3.10” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Cost savings actions embedded in | “$50 million” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Diluted Shares Outstanding, in millions | “35.2” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| Fed Funds rate cuts assumption | “two rate cuts in 2026” | for FY2026 | Company-defined | Feb 4, 2026 | 1 | Filing ↗ |
| M&A and share repurchase benefits assumption | “We are not expecting benefits from future M&A activity or share repurchases” | for FY2026 | Declared action | Feb 4, 2026 | 1 | Filing ↗ |
| Mobility Credit Losses (bps) | “12 - 17” | for FY2026 | Company-defined | Feb 4, 2026 | 3 | Filing ↗ |
| Mobility Credit Losses (bps) | “8 - 13” | for Q3 FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Weighted Average Diluted Shares Outstanding, in millions | “35.0” | for FY2026 | Company-defined | Apr 22, 2026 | 2 | Filing ↗ |
| Weighted Average Diluted Shares Outstanding, in millions | “34.7” | for Q3 FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Long-term organic revenue growth target | “5-10%” | for the long term | Company-defined | Feb 5, 2025 | 1 | Filing ↗ |
| Long-term organic revenue growth targets | “5-10%” | for the long term | Company-defined | Feb 5, 2025 | 1 | Filing ↗ |
| Long-term adjusted earnings per share target | “10-15%” | for the long term | Company-defined | Feb 5, 2025 | 1 | Filing ↗ |
| Net Debt to Adjusted EBITDA Target Range | “2.5 times to 3.0 times” | for the long term | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| ANI per Share impact from 100bps interest rate shocks target | “materially neutral” | for the long term | GAAP-tied | Feb 5, 2025 | 1 | Filing ↗ |
| ANI per Share impact target from 100bps interest rate adjustments | “a materially neutral ANI per Share impact from 100bps adjustments to interest rates” | for the long term | GAAP-tied | Apr 30, 2025 | 1 | Filing ↗ |
| Leverage ratio | “2.5 times to 3.5 times” | for the long term | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Leverage ratio long-term target | “2.5 times to 3.5 times” | for the long term | Company-defined | Feb 5, 2025 | 4 | Filing ↗ |
Net Revenue, in millions, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Payments & fintech. What they guide on, and who reported this season.
| Jack Henry & Associates | Aug 18, 2026 | 9 changes |
| Fiserv | Aug 6, 2026 | 8 changes |
| Shift4 Payments | Aug 6, 2026 | 15 changes |
| Corpay | Aug 5, 2026 | 13 changes |
| Global Payments | Aug 5, 2026 | 14 changes |
| Remitly | Aug 5, 2026 | 9 changes |
| FIS | Aug 4, 2026 | 12 changes |
| Flywire | Aug 4, 2026 | 7 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|
| Corporate Payments full year revenue growth | 1 statement | — | — | — | — |
| Corporate Payments OTA customer revenue model change impact lapped | — | 1 statement | — | — | — |
| Corporate Payments segment revenue growth | — | 1 statement | — | — | — |
| Fuel price assumption impact on 2025 revenue | — | 1 statement | — | — | — |
| Lapping of Corporate Payments OTA revenue model change | — | 1 statement | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 22, 2026 | FY2026 Q2 | 0001309108-26-000026 | 12 | Open filing ↗ |
| Apr 22, 2026 | FY2026 Q1 | 0001309108-26-000014 | 12 | Open filing ↗ |
| Feb 4, 2026 | FY2025 Q4 | 0001309108-26-000005 | 25 | Open filing ↗ |
| Oct 26, 2025 | FY2025 Q3 | 0001309108-25-000187 | 13 | Open filing ↗ |
| Jul 23, 2025 | FY2025 Q2 | 0001309108-25-000171 | 13 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q1 | 0001309108-25-000083 | 19 | Open filing ↗ |
| Feb 5, 2025 | FY2024 Q4 | 0001309108-25-000012 | 25 | Open filing ↗ |
| Oct 24, 2024 | FY2024 Q3 | 0001309108-24-000198 | 8 | Open filing ↗ |
8 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Impact of domestic fuel price assumption on revenue guidance = reduced 2026 revenue ... guidance by approximately $47 million | span gate: value not verbatim in filing | Feb 4, 2026 |
| Impact of domestic fuel price assumption on EPS guidance = reduced ... EPS guidance by approximately $0.85 cents | span gate: value not verbatim in filing | Feb 4, 2026 |
| Fuel price assumption impact on 2025 EPS guidance = approximately $0.68 | span gate: value not verbatim in filing | Feb 5, 2025 |
| share repurchase program authorization = increased by $1 billion | span gate: value not verbatim in filing | Oct 24, 2024 |
| Assumed average U.S. retail fuel price = $3.28 per gallon | span gate: value not verbatim in filing | Oct 24, 2024 |
| Assumed fully diluted shares outstanding = approximately 41.4 million | span gate: value not verbatim in filing | Oct 24, 2024 |
| Average U.S. retail fuel price assumption = $3.28 per gallon | span gate: value not verbatim in filing | Oct 24, 2024 |
| Diluted shares outstanding assumption, in millions = approximately 41.4 million | span gate: value not verbatim in filing | Oct 24, 2024 |