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Euronet Q3 Earnings Beat Estimates on Digital Transformation Efforts

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Key Takeaways

  • Euronet posted adjusted Q3 EPS of $3.62, up 19% year over year and 1.4% above estimates.
  • Revenues grew 4.2% y/y to $1.1 billion, aided by digital investments and global expansion.
  • Management reaffirmed 2025 EPS growth guidance of 12-16% amid ongoing digital efforts.

Euronet Worldwide, Inc. (EEFT - Free Report) reported third-quarter 2025 adjusted earnings per share of $3.62, which beat the Zacks Consensus Estimate by 1.4%. The bottom line rose 19% year over year.

Total revenues improved 4.2% year over year and 1% on a constant-currency basis to $1.1 billion. However, the top line missed the consensus mark by 4.2%.

The quarterly earnings benefited from strategic buyouts, investments in digital and Dandelion products, and global expansions. However, an increased expense level partially offset the positives.

Euronet Worldwide, Inc. Price, Consensus and EPS Surprise

Euronet Worldwide, Inc. Price, Consensus and EPS Surprise

Euronet Worldwide, Inc. price-consensus-eps-surprise-chart | Euronet Worldwide, Inc. Quote

EEFT’s Q3 Update

EEFT’s net income was $122 million, which fell 19.5% year over year. Operating income climbed 7% year over year and 2% on a constant-currency basis to $195 million.

Total operating expenses of $950.7 million increased 3.7% year over year due to higher direct operating costs, salaries and benefits, and selling, general and administrative expenses.

Adjusted EBITDA improved 8% year over year and 4% on a constant-currency basis to $244.6 million.

EEFT’s Segmental Performances

The EFT Processing segment’s revenues rose 10% year over year and 5% on a constant-currency basis to $409.4 million in the third quarter. However, the metric missed the Zacks Consensus Estimate of $421.4 million.

Adjusted EBITDA was $154.7 million, which advanced 9% year over year and 4% on a constant-currency basis.

Operating income grew 9% year over year and 4% on a constant-currency basis to $128.1 million.

The segment’s quarterly results benefited from strategic expansion with banking services, merchant buyouts and product launches across key markets.

The epay segment recorded revenues of $286.5 million, which declined 1% year over year and 5% on a constant-currency basis. The metric missed the consensus mark of $305.1 million.

Adjusted EBITDA rose 5% from the year-ago figure and improved 2% on a constant-currency basis to $32.5 million.

Operating income was $31 million, which advanced 7% year over year and 4% on a constant-currency basis. Transactions in the unit totaled 1,148 million, which increased 2% year over year.

The segment’s quarterly results benefited from improved payments and expansion of branded content distribution, partially offset by the discontinuation of a mobile activation product in the United States.

The Money Transfer segment posted revenues of $452.4 million, which rose 3% year over year and 1% on a constant-currency basis. The metric missed the Zacks Consensus Estimate of $471.6 million.

Adjusted EBITDA advanced 3% year over year but fell 1% on a constant-currency basis to $65.9 million.

Operating income of $59.3 million improved 2% year over year but decreased 2% on a constant-currency basis. Total transactions grew 2% year over year to 45.1 million as a result of ongoing digital transformation, driven by strategic partnerships with leading wallets, banks and fintechs across Asia-Pacific, Latin America and Africa, and investments in digital and Dandelion products.

Corporate and Other expenses rose to $23.4 million year over year from $22.3 million.

EEFT’s Financial Update (As of Sept. 30, 2025)

Euronet exited the third quarter with cash and cash equivalents of $1.2 billion, which decreased 8.3% as of Dec. 31, 2024.

Total assets of $6.3 billion increased from $5.8 billion at 2024-end.

Debt obligations, net of the current portion, amounted to $1.1 billion, declined 5.6% as of Dec. 31, 2024. Short-term debt was $1.2 billion.

Equity increased to $1.3 billion from the 2024-end figure of $1.2 billion.

There was roughly $1.8 billion left under EEFT’s revolving credit facilities at the third-quarter end.

EEFT Reaffirms 2025 Bottom-Line View

Management has reaffirmed its estimates, achieving adjusted EPS growth in the 12-16% range in 2025.

EEFT’s Zacks Rank

EEFT currently carries a Zacks Rank #4 (Sell).

Stocks to Report Earnings

Here are three companies from the Finance space that are likely to report their respective quarterly earnings soon.

Robinhood Markets, Inc. (HOOD - Free Report) has a Zacks Rank of 2 (Buy) at present. The Zacks Consensus Estimate for HOOD’s bottom line for the to-be-reported quarter is pegged at 49 cents per share, indicating 188.2% year-over-year growth. Robinhood Markets’ earnings beat estimates in three of the past four quarters and missed once, with an average surprise of 19.5%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Aon plc (AON - Free Report) currently has a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for AON’s bottom line for the to-be-reported quarter of $2.89 per share indicates 6.3% year-over-year growth. It remained stable over the past week. AON’s earnings beat estimates in three of the last four quarters and missed once, with an average surprise of 3%.

Willis Towers Watson Public Limited Company (WTW - Free Report) has a Zacks Rank of 3 at present. The Zacks Consensus Estimate for WTW’s bottom line for the to-be-reported quarter is pegged at $3 per share, indicating 2.4% year-over-year growth. Willis Towers’ earnings beat estimates in three of the past four quarters and missed once, with an average surprise of 4.1%.

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