Recent Earnings

AXP

2025 Q3

Financial Services

Record Revenue of $18.4 Billion

$18.4 billion

Revenues up 11% year-over-year to a record $18.4 billion in Q3 2025, exceeding prior expectations.

Visa Inc.

2025 Q3

Financial Services

2mo

Financial Performance Summary

Commercial and money movement solutions revenue grew 13% year-over-year in constant dollars; commercial payments volume grew 7%.
Consumer payments revenue was driven by strong payments volume, cross-border volume, and processed transaction growth.
Cross-border volume, excluding intra-Europe, rose 11% in constant dollars; processed transactions grew 10% year-over-year.
EPS was $2.98, up 23% over last year, with minimal impacts from exchange rates and acquisitions.
Nonoperating income was $191 million, helped by investment income from higher cash balances.
Operating expenses grew 13%, higher than expected due to lower FX benefit and higher personnel expenses.
Overall payments volume grew 8% year-over-year in constant dollars; U.S. payment volume grew 7%, international payments volume grew 10%.
Tax rate for the quarter was 17.3%, in line with expectations.
Value-added services revenue was $2.8 billion, up 26% year-over-year in constant dollars.
Visa delivered net revenue of $10.2 billion, up 14% year-over-year, and EPS up 23% year-over-year.
Visa Direct transactions grew 25% year-over-year to 3.3 billion transactions.

Federal Realty Investment Trust

FRT

2025 Q2

Financial Services

2mo

FFO per share beat consensus excluding tax credit

Above consensus by $0.02

$1.76 per share

Excluding the tax credit impact, FFO of $1.76 per share exceeded consensus and prior year FFO, resulting in the beat and raise.

Kilroy Realty Corporation

KRC

2025 Q2

Financial Services

2mo

FFO Beat

$1.13 per diluted share

FFO for the quarter was $1.13 per diluted share, which includes approximately $0.11 per share of onetime items, including a $10.7 million lease termination fee.

First Interstate BancSystem, Inc.

FIBK

2025 Q2

Financial Services

2mo

Net Income Beat

$71.7 million

The company reported net income of $71.7 million or $0.69 per diluted share compared to $50.2 million or $0.49 per diluted share in the first quarter.

Cannae Holdings, Inc.

CNNE

2025 Q2

Financial Services

2mo

Alight's Adjusted EBITDA Beat

21%

$127 million

Alight's adjusted EBITDA was $127 million for Q2 2025, a 21% increase compared to prior year and ahead of consensus estimates.

Earnings Feed

Record Revenue of $18.4 Billion

Explore Similar Insights

Financial Performance Summary

FFO per share beat consensus excluding tax credit

FFO Beat

Net Income Beat

Alight's Adjusted EBITDA Beat