Global Payments Inc

Latest Results (30.08.2026):

Global Payments Inc's second quarter 2026 results: GAAP diluted EPS of $0.05 on GAAP revenue of $3.32 billion; adjusted diluted EPS of $3.46 (up 12%) and adjusted net revenue of $3.16 billion (adjusted up ~34% year-over-year; on a normalized basis adjusted net revenue rose ~4%). Management highlighted continued Worldpay integration, accelerating adoption of the Genius platform, and resilience despite Middle East conflict effects on travel volumes.

Quarterly financials

Q2 2026 GAAP revenue: $3.3208 billion; GAAP diluted EPS: $0.05. Q2 2026 adjusted net revenue: $3.1591 billion and adjusted diluted EPS: $3.46 (11.7% increase vs. prior year).

Adjusted performance and margin

On a normalized basis (excluding pre-acquisition Worldpay, Issuer Solutions and divested businesses) adjusted net revenue grew ~4% and adjusted operating margin expanded ~70 basis points to 42.0% in Q2 2026.

Outlook for 2026

Updated 2026 guidance: normalized, constant-currency adjusted net revenue growth ~4%–5% and full‑year adjusted EPS of $13.60–$13.80. Management expects ~150 basis points of normalized adjusted operating margin expansion for the full year and to return more than $2 billion of capital to shareholders in 2026.

Capital return and dividend

Global Payments reported $1.2 billion of capital returned to shareholders year‑to‑date and reaffirmed its 2026 capital return plan; the Board approved a $0.25 per‑share quarterly dividend payable September 25, 2026 (record date September 11, 2026).

Business drivers and corporate commentary

Management credited scale, Worldpay integration progress, commercial execution and adoption of the Genius platform, plus greater use of AI across the ecosystem, as drivers of growth. They noted the ongoing Middle East conflict has impacted the travel portfolio and influenced the outlook.

Balance sheet & cash flow highlights

At June 30, 2026, cash and cash equivalents were $5.41 billion and goodwill was $26.98 billion (reflecting acquisition accounting). Six‑month cash flow from operations was positive ($373.8 million) with significant investing and financing activity year‑to‑date, including proceeds from sales of businesses and net debt activity disclosed in the release.

Non‑GAAP reconciliation and notes

The company provided reconciliations between GAAP and non‑GAAP measures (Schedules 6–9). Adjusted measures exclude items such as acquisition‑related amortization, transformation and integration costs, certain depreciation of acquired tech assets, and discontinued operations; constant currency adjustments are also disclosed.