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Guidance history, every release

WEX (WEX) · 8 releases, Oct 24, 2024 to Jul 22, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 24, 2024 FY24 Q3	Feb 5, 2025 FY24 Q4	Apr 30, 2025 FY25 Q1	Jul 23, 2025 FY25 Q2	Oct 26, 2025 FY25 Q3	Feb 4, 2026 FY25 Q4	Apr 22, 2026 FY26 Q1	Jul 22, 2026 FY26 Q2
For FY2026
Corporate Payments full year revenue growth	—	—	—	—	—	New“5-7%”	—	—
Mobility full year revenue growth	—	—	—	—	—	New“1-3%”	—	—
Mobility segment revenue growth (excluding fuel price changes and FX)	—	—	—	—	—	New“1-3%”	—	—
Net Revenue, in millions	—	—	—	—	—	—	New“$ 727” – “$ 747”	—
Net Revenue, in millions	—	—	—	—	—	New“$ 2,700” – “$ 2,760”	Raised“$ 2,820” – “$ 2,880”	Raised“$ 2,862” – “$ 2,902”
Net Revenue, in millions	—	—	—	—	—	—	—	New“$ 733” – “$ 753”
Net Revenue, in millions	—	—	—	—	—	New“$ 650” – “$ 670”	—	—
Net Revenue, in millions (High)	—	—	—	—	—	New“$670”	—	—
Net Revenue, in millions (Low)	—	—	—	—	—	New“$650”	—	—
Adjusted net income effective tax rate	—	—	—	—	—	New“25.0%”	Reiterated“25.0%”	Reiterated“25.0%”
Adjusted Net Income per Diluted Share	—	—	—	—	—	—	New“$ 4.93” – “$ 5.13”	—
Adjusted Net Income per Diluted Share	—	—	—	—	—	New“$ 17.25” – “$ 17.85”	Raised“$ 18.95” – “$ 19.55”	Raised“$ 19.68” – “$ 20.08”
Adjusted Net Income per Diluted Share	—	—	—	—	—	—	—	New“$ 5.45” – “$ 5.65”
Adjusted Net Income per Diluted Share	—	—	—	—	—	New“$ 3.80” – “$ 4.00”	—	—
Adjusted Net Income per Diluted Share (High)	—	—	—	—	—	New“$4.00”	—	—
Adjusted Net Income per Diluted Share (Low)	—	—	—	—	—	New“$3.80”	—	—
Adjusted operating income margin	—	—	—	—	—	New“flat with 2025”	—	—
Impact of lower fuel prices on adjusted operating margins	—	—	—	—	—	New“negatively by approximately 75 basis points”	—	—
Average interest rates vs 2025	—	—	—	—	—	New“expect average rates to be 1% lower than 2025”	—	—
Average U.S. Retail Fuel Prices per Gallon	—	—	—	—	—	—	New“$3.70”	Raised“$ 3.91”
Average U.S. Retail Fuel Prices per Gallon	—	—	—	—	—	—	—	New“$3.90”
Average U.S. Retail Fuel Prices per Gallon	—	—	—	—	—	—	New“$4.30”	—
Average US Retail Fuel Prices per Gallon	—	—	—	—	—	New“$3.09”	—	—
Average US Retail Fuel Prices per Gallon assumption (Full Year)	—	—	—	—	—	New“$3.10”	—	—
Average US Retail Fuel Prices per Gallon assumption (Q1)	—	—	—	—	—	New“$3.09”	—	—
Cost savings actions embedded in	—	—	—	—	—	New“$50 million”	—	—
Diluted Shares Outstanding, in millions	—	—	—	—	—	New“35.2”	—	—
Diluted Shares Outstanding, in millions	—	—	—	—	—	New“35.1”	—	—
Fed Funds rate cuts assumption	—	—	—	—	—	New“two rate cuts in 2026”	—	—
M&A and share repurchase benefits assumption	—	—	—	—	—	New“We are not expecting benefits from future M&A activity or share repurchases”	—	—
Mobility Credit Losses (bps)	—	—	—	—	—	New“12 - 17”	Reiterated“12 - 17”	Reiterated“12 - 17”
Mobility Credit Losses (bps)	—	—	—	—	—	—	—	New“8 - 13”
Mobility Credit Losses (bps)	—	—	—	—	—	—	New“17 - 22”	—
Mobility Credit Losses (bps)	—	—	—	—	—	New“17 - 22”	—	—
Weighted Average Diluted Shares Outstanding, in millions	—	—	—	—	—	—	New“35.2”	Lowered“35.0”
Weighted Average Diluted Shares Outstanding, in millions	—	—	—	—	—	—	—	New“34.7”
Weighted Average Diluted Shares Outstanding, in millions	—	—	—	—	—	—	New“35.0”	—
For FY2025
Corporate Payments OTA customer revenue model change impact lapped	—	New“by Q3 2025”	—	—	—	—	—	—
Corporate Payments segment revenue growth	—	New“slightly negative on a full-year basis”	—	—	—	—	—	—
Fuel price assumption impact on 2025 revenue	—	New“approximately $44.0 million”	—	—	—	—	—	—
Lapping of Corporate Payments OTA revenue model change	—	—	New“expect to lap the impact of this change starting in Q3 2025”	—	—	—	—	—
Mobility segment revenue growth, excluding fuel price changes and FX rate changes	—	New“1-3%”	—	—	—	—	—	—
Net Revenue, in millions	—	—	—	—	New“$ 646” – “$ 666”	—	—	—
Net Revenue, in millions	—	New“$2,600” – “$2,660”	Lowered“$2,568” – “$2,628”	Raised“$ 2,605” – “$ 2,645”	Raised“$ 2,634” – “$ 2,654”	—	—	—
Net Revenue, in millions	—	—	—	New“$ 669” – “$ 689”	—	—	—	—
Net Revenue, in millions	—	—	New“$640” – “$660”	—	—	—	—	—
Net Revenue, in millions	—	New“$625” – “$640”	—	—	—	—	—	—
Net Revenue, in millions (High)	—	—	New“$660”	—	—	—	—	—
Net Revenue, in millions (Low)	—	—	New“$640”	—	—	—	—	—
Adjusted net income effective tax rate	—	New“25.0%”	Reiterated“25.0%”	Reiterated“25.0%”	Reiterated“25.0%”	—	—	—
Adjusted Net Income per Diluted Share	—	—	—	—	New“$ 3.76” – “$ 3.96”	—	—	—
Adjusted Net Income per Diluted Share	—	New“$14.65” – “$15.25”	Raised“$14.72” – “$15.32”	Raised“$ 15.37” – “$ 15.77”	Raised“$ 15.76” – “$ 15.96”	—	—	—
Adjusted Net Income per Diluted Share	—	—	—	New“$ 4.30” – “$ 4.50”	—	—	—	—
Adjusted Net Income per Diluted Share	—	—	New“$3.60” – “$3.80”	—	—	—	—	—
Adjusted Net Income per Diluted Share	—	New“$3.35” – “$3.50”	—	—	—	—	—	—
Adjusted Net Income per Diluted Share (High)	—	—	New“$3.80”	—	—	—	—	—
Adjusted Net Income per Diluted Share (Low)	—	—	New“$3.60”	—	—	—	—	—
Average U.S. Retail Fuel Prices per Gallon	—	—	—	—	New“$3.27”	—	—	—
Average U.S. Retail Fuel Prices per Gallon	—	—	—	—	New“$3.09”	—	—	—
Average US Retail Fuel Prices per Gallon	—	New“$3.25”	Lowered“$3.10”	Raised“$3.21”	—	—	—	—
Average US Retail Fuel Prices per Gallon	—	—	—	New“$3.23”	—	—	—	—
Average US Retail Fuel Prices per Gallon	—	—	New“$3.18”	—	—	—	—	—
Average US Retail Fuel Prices per Gallon	—	New“$3.26”	—	—	—	—	—	—
Diluted Shares Outstanding, in millions	—	New“39.0”	Lowered“35.9”	Reiterated“35.9”	—	—	—	—
Diluted Shares Outstanding, in millions	—	—	—	New“34.8”	—	—	—	—
Diluted Shares Outstanding, in millions	—	—	New“34.5”	—	—	—	—	—
Diluted Shares Outstanding, in millions	—	New“39.5”	—	—	—	—	—	—
M&A activity benefit assumption	—	New“No benefits from future M&A activity”	—	—	—	—	—	—
Mobility Credit Losses (bps)	—	New“12 - 17”	Reiterated“12 - 17”	Reiterated“12 - 17”	Narrowed“13 - 14”	—	—	—
Mobility Credit Losses (bps)	—	—	—	—	New“14 - 19”	—	—	—
Mobility Credit Losses (bps)	—	—	—	New“13 - 18”	—	—	—	—
Mobility Credit Losses (bps)	—	—	New“11 - 16”	—	—	—	—	—
Mobility Credit Losses (bps)	—	New“11 - 16”	—	—	—	—	—	—
Share repurchases	—	—	New“No further share repurchases in 2025”	Reiterated“No further share repurchases in 2025”	Reiterated“No further share repurchases in 2025”	—	—	—
Share repurchases included in share count assumption	—	New“$400 million”	—	—	—	—	—	—
Total share repurchase program authorization	—	New“$2.05 billion”	—	—	—	—	—	—
Weighted Average Diluted Shares Outstanding, in millions	—	—	—	—	New“35.9”	—	—	—
Weighted Average Diluted Shares Outstanding, in millions	—	—	—	—	New“34.9”	—	—	—
For FY2024
Revenue	New“$630 million to $640 million”	—	—	—	—	—	—	—
Revenue	New“$2.62 billion to $2.63 billion”	—	—	—	—	—	—	—
Adjusted net income effective tax rate	New“25.0%”	—	—	—	—	—	—	—
Adjusted net income per diluted share	New“$3.51 to $3.61”	—	—	—	—	—	—	—
Adjusted net income per diluted share	New“$15.21 to $15.31”	—	—	—	—	—	—	—
Assumed fully diluted shares outstanding	New“approximately 40.5 million”	—	—	—	—	—	—	—
Average U.S. retail fuel price assumption	New“$3.48 per gallon”	—	—	—	—	—	—	—
Diluted shares outstanding assumption, in millions	New“approximately 40.5 million”	—	—	—	—	—	—	—
Share repurchase program authorization increase	—	New“$1 billion”	—	—	—	—	—	—
No period stated
Long-term organic revenue growth target	—	New“5-10%”	—	—	—	—	—	—
Long-term organic revenue growth targets	—	New“5-10%”	—	—	—	—	—	—
Long-term adjusted earnings per share target	—	New“10-15%”	—	—	—	—	—	—
Net Debt to Adjusted EBITDA Target Range	—	—	—	—	—	—	—	New“2.5 times to 3.0 times”
ANI per Share impact from 100bps interest rate shocks target	—	New“materially neutral”	—	—	—	—	—	—
ANI per Share impact target from 100bps interest rate adjustments	—	—	New“a materially neutral ANI per Share impact from 100bps adjustments to interest rates”	—	—	—	—	—
Leverage ratio	—	—	—	—	—	—	New“2.5 times to 3.5 times”	—
Leverage ratio long-term target	—	New“2.5 times to 3.5 times”	Reiterated“2.5 times to 3.5 times”	Reiterated“2.5 times to 3.5 times”	Reiterated“2.5 times to 3.5 times”	—	—	—
Reduction in interest expense from refinancing activity	—	New“more than $10 million”	—	—	—	—	—	—

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.