Block sees FY26 adjusted EPS $3.20, consensus $3.31

For 2026, Block (XYZ) expects to deliver 17% gross profit growth year over year to $11.98 billion, with Adjusted Operating Income and Adjusted Earnings per Share to grow over 30% to $2.70 billion and $3.20 respectively. For 2026, Block expects non-GAAP Cash Flow to be 20% of gross profit or $2.40 billion. In addition to providing its financial guidance, Block noted the $5 billion increase to its share repurchase program announced earlier in the day. As of September 30, 2025, approximately $1.1 billion remained under the Company’s prior $4 billion share repurchase authorization. “We’re moving faster with greater scale and efficiency, driving product velocity across Square and Cash App to serve more customers and help them participate in the modern economy,” said Amrita Ahuja, Block’s Chief Operating Officer and Chief Financial Officer. “Our guidance reflects the strength of our connected ecosystems and our ability to deliver compounding growth while expanding margins. We’ll continue to invest in innovation across our networks to sustain performance and create long-term value for our customers and shareholders.”