Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ)
ASX:XYZ
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.19Last Year’s EPS
0.95Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial beats: record adjusted profitability, robust Cash App and Square growth, accelerated product velocity driven by AI, successful launches (Moneybot, Managerbot, BNPL expansions), and an upwardly revised full-year guide. Lowlights were largely expected and manageable: modest near-term actives growth, Borrow normalization and cohort loss dynamics, one-time comparison effects and FX, review/process friction from a rapid increase in PRs, and planned incremental go-to-market spend. On balance, positives are broad-based, quantifiable and multi-quarter in nature while negatives are either transitional, expected, or being actively managed.Company Guidance
Beat Guidance and Raised Full-Year Outlook
Exceeded Q1 guidance and raised 2026 outlook: now expect $12.33B gross profit (19% YoY), $3.34B adjusted operating income (margin +1pp vs prior guide) and $3.85 adjusted diluted EPS (up 62% YoY).
Record Adjusted Profitability
All-time highs on adjusted metrics: gross profit grew 27% YoY to $2.91B; adjusted operating income up 56% YoY to $728M (25% margin); adjusted EBITDA reached $1.0B; adjusted diluted EPS rose 52% YoY to $0.85.
Strong Cash App Growth and Engagement
Cash App gross profit +38% YoY; monthly transacting actives +4% YoY; inflows per transacting active +10% YoY; primary banking actives +18% YoY to 9.7M. Launched Moneybot GA, Afterpay Pre-Purchase, peer-to-peer BNPL and started rolling out Cash App Score.
Square GPV and Gross Profit Acceleration
Square GPV grew 13% YoY (11.5% constant currency) and gross profit growth accelerated to 9% (11% ex-hardware). Strong vertical gains: food & beverage GPV +21% YoY, mid-market GPV +22% YoY; international GPV +35% YoY (26% cc).
Product and AI-Driven Velocity Improvements
Production code changes per engineer increased >2.5x from January to April; production code changes by non-engineers up ~60% in April vs January. Rapid shipping examples include BNPL for Cash App Pay built in weeks by small teams.
Managerbot and Moneybot Early Traction
Managerbot enabled for over 1M sellers with strong retention among users; Moneybot reached GA and saw ~1M active users engage within the first week. Early signals of cross-sell: >1/3 of Moneybot-triggered money movements attach to a new product.
Network and Seller Distribution Momentum (Neighborhoods & ISOs)
Neighborhoods scaled to $320M annualized GPV (up 190% since December); in April added more sellers than entire prior history. ISO channel scaled to 140+ active partners and is ramping quickly, contributing materially to NVA growth.
Q2 Positive Guidance and Near-Term Metrics
Q2 guidance: gross profit $3.04B (20% YoY), adjusted operating income $740M (35% YoY, +2pp margin expansion YoY), adjusted diluted EPS $0.86 (+39% YoY). April trends: Square GPV +12% (cc), U.S. +9% YoY, international +25% cc.
Improved Unit Economics on Lending
Borrow originations remain a significant growth driver; internal bank (SFS) origination has improved unit economics enabling expanded eligibility, higher limits for mature customers and better variable profit potential as cohorts mature.
Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ) Earnings, Revenues Date & History
AU:XYZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:XYZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | AU$98.34 | AU$103.06 | +4.80% |
Feb 26, 2026 | AU$73.65 | AU$94.15 | +27.83% |
Nov 06, 2025 | AU$112.91 | AU$95.12 | -15.76% |
Aug 07, 2025 | AU$116.45 | AU$127.09 | +9.14% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ) report earnings?
Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ) earnings time?
Block, Inc. Shs Chess Depository Interests Repr 1 Sh (AU:XYZ) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Block, Inc. Shs Chess Depository Interests Repr 1 Sh stock?
The P/E ratio of Block, Inc. Shs Chess Depository Interests Repr 1 Sh is N/A.
What is AU:XYZ EPS forecast?
AU:XYZ EPS forecast for the fiscal quarter 2026 (Q2) is 1.19.