WEX Inc. (WEX) · wyniki II kw. 2026 i wycena

Przy wzroście 4,2% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $138.19 na akcję — kurs jest o 34% powyżej niej. Obecna cena zakłada wzrost o 8,2% rocznie.

1. Prognoza

   WEX expects to finish the year within its long-term organic revenue growth range of 5% due to confidence in its investment strategy and execution.

   Cytat ze źródła

   “Combined, these factors give us confidence in our investments strategy and execution as we expect to exit the year within our long term organic revenue growth range of 5%...”

2. Liczba

   Adjusted net income per diluted share rose 35.4% to $5.35, while adjusted EPS grew 10.1% when excluding fuel prices and foreign exchange.

   Cytat ze źródła

   “Adjusted net income per diluted share was $5.35 up 35.4% Excluding fuel prices and foreign exchange, adjusted EPS grew 10.1%.”

3. Słabnie

   WEX reported 130 basis points of margin expansion in Q1, excluding credit loss noise, which remains embedded in the company's guidance.

   Cytat ze źródła

   “And actually, we've seen really good progress in that. It's still embedded in our guidance. And I'm going to point back to the fact that we saw 130 basis points of margin expansion in Q1, excluding some of the noise we have in credit losses.”

Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 87% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“At the high end of our guidance range reinforcing our ability to leverage top line growth into even stronger earnings growth.”

“Growing these products is part of our strategy to accelerate growth by expanding our reach into new markets.”

“This pillar is foundational to how we accelerate growth as a company, and we are investing in both product development and our go to market approach to move deeper into...”