Global Payments Inc

Latest Results (26.10.2025):

Global Payments Inc. reported its second quarter of 2025 with strong financial performance, showcasing resilience and growth despite a flat GAAP revenue. The company exceeded expectations with increased earnings per share and reaffirmed its positive outlook for the full year, while making significant progress in its strategic transformation initiatives.

Earnings Performance

In the second quarter of 2025, Global Payments Inc. achieved a GAAP diluted earnings per share (EPS) of $0.99 and an adjusted EPS of $3.10, marking an 11% increase on a constant currency basis.

Revenue Growth

The company reported GAAP revenue of $1.96 billion, which remained approximately flat. However, adjusted net revenue rose by 5% at constant currency, reaching $2.36 billion, excluding dispositions.

Full-Year Outlook

Global Payments Inc. reaffirmed its full-year 2025 guidance, expecting constant currency adjusted net revenue growth of 5% to 6%, and anticipating adjusted earnings per share growth at the high end of the 10% to 11% range.

Strategic Acquisitions and Divestitures

The company received Hart-Scott-Rodino (HSR) clearances for the acquisition of Worldpay and the divestiture of Issuer Solutions, with the transaction expected to close in the first half of 2026. Integration planning is underway to enhance growth and realize synergies.

Operational Improvements

Global Payments Inc. increased the expected annual run-rate operating income benefit from its operational transformation for the Merchant business to $650 million and initiated a $500 million accelerated share repurchase plan in connection with the Payroll divestiture.

Capital Allocation

The Board of Directors approved a dividend of $0.25 per share payable on September 26, 2025, and the company plans to execute a $500 million accelerated share repurchase plan, reflecting its commitment to returning value to shareholders.