PagSeguro Digital Reports 2.38% Q4 EPS Beat, $999M Revenue Miss
PagSeguro Digital posted adjusted Q4 EPS of $0.43, exceeding the $0.42 consensus by 2.38% and up from $0.34 a year prior. Revenue rose 14% to $999.31 million but missed estimates by 2.29%, marking four consecutive quarterly revenue shortfalls despite consistent EPS beats.
1. Q4 Earnings Performance
PagSeguro Digital delivered adjusted EPS of $0.43 for the quarter ended December 2025, topping the $0.42 consensus by 2.38% and rising from $0.34 in the year-ago period, marking its fourth straight quarterly earnings beat.
2. Revenue Results
Total revenues reached $999.31 million, a 14.1% increase from $875.27 million a year earlier, but fell short of analyst expectations by 2.29%, extending a streak of four consecutive quarters without a revenue beat.
3. Market Reaction
Shares of PagSeguro Digital have gained approximately 3.8% year-to-date, outperforming the S&P 500’s 0.4% decline over the same period, as investors digested mixed top- and bottom-line results.
4. Outlook and Estimates
Consensus forecasts call for $0.40 in EPS on $984.75 million of revenues for the upcoming quarter and $1.65 in EPS on $3.98 billion for the fiscal year, while the financial transaction services industry ranks in the bottom 37% of peers by performance.