Global payments technology company Visa (NYSE: V) met Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q4 2026), with revenue rising 13.2% year on year to $12.14 billion. Its non-GAAP profit of $3.48 per share was 1.1% above analysts’ consensus estimates.

For more on Visa, read our free full research report.

Revenue growth

Reviewing a company’s long-term revenue performance reveals insights into its quality. Any business can experience short-term success, but top-performing ones sustain growth for years. Over the last five years, Visa grew its revenue at a solid 13.7% compounded annual growth rate. Its growth surpassed the average financials company and shows its offerings resonate with customers.

Long-term growth matters most, but within financials, a half-decade historical view may miss recent interest rate changes, market returns and industry trends. Visa’s annualized revenue growth of 13% over the last two years aligns with its five-year trend, suggesting demand remained predictably strong.

This quarter, Visa’s year-on-year revenue growth was 13.2%, and its $12.14 billion of revenue was in line with Wall Street’s estimates.

Key takeaways from Visa’s Q3 results

Visa’s revenue was just in line, and EPS beat by a small amount. With investors likely hoping for more, shares fell 2.3% to $392.91 immediately after the results.

When assessing Visa at its current price, the latest quarter matters, but longer-term business quality and valuation matter more. Read more in the full research report here (it’s free).