MA · News · 20260822N
Revenue Performance and Mix
Mastercard Inc · 2026-08-22 · Importance 47 · Surprise 22 · No source text
Mastercard reported 14.1% year-over-year net revenue growth in the second quarter of 2026. Adjusted EPS increased 21.4% year over year during the same period. Secular digitalization, network effects, and value-added services were identified as key drivers of growth.
Key facts
- Mastercard delivered 14.1% year-over-year net revenue growth and 21.4% adjusted EPS growth in Q2 2026, and trades at a forward P/E of 28.28 which the article says is a 13% discount to a fair value estimate of $653 per share; the article also cites a 16.2% annual EPS growth forecast through 2028. source
- Analyst IMS Investment Management Services Ltd. lowered its holdings in Mastercard Incorporated by 54.7% and owned 2,707 shares after selling 3,274 shares. source
- Ashton Thomas Private Wealth LLC grew its holdings in Mastercard Incorporated by 13.3% during the second quarter and owned 10,798 shares after buying additional shares. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +14.1% | Mastercard delivered 14.1% year-over-year net revenue growth and 21.4% adjusted EPS growth in Q2 2026, and trades at a forward P/E of… |
| net_income | positive | realized | — | Mastercard delivered 14.1% year-over-year net revenue growth and 21.4% adjusted EPS growth in Q2 2026, and trades at a forward P/E of… |
| net_income | positive | contingent | — | Mastercard delivered 14.1% year-over-year net revenue growth and 21.4% adjusted EPS growth in Q2 2026, and trades at a forward P/E of… |