earnings
confidence high
sentiment neutral
materiality 0.75
Global Payments Q2 adjusted EPS $3.46 (+12%); updates 2026 outlook to 4-5% revenue growth
GLOBAL PAYMENTS INC
- Q2 GAAP EPS $0.05, adjusted EPS $3.46 (+12%); GAAP revenue $3.32B, adjusted net revenue $3.16B.
- Normalized adjusted net revenue grew ~4% YoY; adjusted operating margin expanded 70 bps to 42.0%.
- Updated FY2026 outlook: normalized constant currency adjusted net revenue growth ~4-5%, adjusted EPS $13.60-$13.80.
- Board declared $0.25/share dividend payable Sept 25, 2026; $1.2B returned to shareholders YTD.
- Worldpay integration progressing; segment realignment into Enterprise, Platforms, SMB.