Block, Inc.

XYZ.ASX

Financials

Block is a global fintech company. It builds tools that aim to empower businesses and individuals to participate in the economy.

Market Data

Price

$105.870

+0.0%
Market Cap

$57.8B

P/E Ratio

58.8x

EPS

$1.288

Div. Yield

0.00%

52-Week Change

+0.1%

Latest Earnings

Block, Inc. - Form 8-K Q1'26 (Earnings & SH Letter)

8 May 2026

Revenue
$6,057
NPAT
$513.00
EPS
$-0.52

Block delivered strong Q1 2026 results with gross profit of $2.91B (+27% YoY) and record Adjusted Operating Income of $728M (25% margin), exceeding guidance across all key metrics. The company is aggressively deploying AI across operations and products, with notable traction in proactive intelligence tools (Moneybot, Managerbot) and significant operational improvements (2.5x increase in code changes per engineer). Management raised full-year 2026 guidance substantially, now expecting $12.33B gross profit (+19% YoY), $3.34B Adjusted Operating Income (27% margin), and $3.85 Adjusted Diluted EPS (+62% YoY). Key points: Gross profit growth accelerated to 27% YoY with record Adjusted Operating Income margin of 25%, beating guidance across all key metrics; Cash App Gross Profit surged 38% YoY to $1.91B, driven by 82% YoY growth in Consumer Lending origination volume and 18% growth in Commerce Enablement volume; AI productivity gains delivering exceptional operational results: code changes per engineer up 2.5x since January; incident rates down 70% YoY; Builderbot autonomously executing 15% of production code changes

Recent Announcements

8 May 2026 Actual Results Positive

Block, Inc. - Form 8-K Q1'26 (Earnings & SH Letter)

Block delivered strong Q1 2026 results with gross profit of $2.91B (+27% YoY) and record Adjusted Operating Income of $728M (25% margin), exceeding guidance across all key metrics. The company is aggressively deploying AI across operations and products, with notable traction in proactive intelligence tools (Moneybot, Managerbot) and significant operational improvements (2.5x increase in code changes per engineer). Management raised full-year 2026 guidance substantially, now expecting $12.33B gross profit (+19% YoY), $3.34B Adjusted Operating Income (27% margin), and $3.85 Adjusted Diluted EPS (+62% YoY). Key points: Gross profit growth accelerated to 27% YoY with record Adjusted Operating Income margin of 25%, beating guidance across all key metrics; Cash App Gross Profit surged 38% YoY to $1.91B, driven by 82% YoY growth in Consumer Lending origination volume and 18% growth in Commerce Enablement volume; AI productivity gains delivering exceptional operational results: code changes per engineer up 2.5x since January; incident rates down 70% YoY; Builderbot autonomously executing 15% of production code changes

27 Feb 2026 Actual Results Neutral

Form 8-K - Earnings (FY25)

Block delivered strong FY2025 results with gross profit of $10.36B (+17% YoY) and raised 2026 guidance to $12.20B (+18% YoY), driven by robust Cash App growth (+21% gross profit) and accelerating Square momentum. However, the company announced a major restructuring cutting 40%+ of its workforce (~4,000 employees) with $450-500M in charges, pivoting toward AI-native operations for speed and efficiency. Key points: Q4 gross profit grew 24% YoY to $2.87B, exceeding guidance and achieving Rule of 40 with 20% adjusted operating margin; Cash App gross profit surged 33% YoY ($1.83B) with 22% PBA growth to 9.3M actives and 69% consumer lending origination growth ($18.5B); Square delivered strongest NVA growth since Q1 2021 with 29% acceleration; GPV growth accelerating Q1 2026 to 12%+ YoY

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