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Global Payments raised its WorldPay expense synergy target to $650 million by the end of 2028 from $600 million, after third-quarter adjusted operating margin expanded 220 basis points to 42.5% and adjusted EPS rose 10% to $3.58.
Global Payments reported nine-month revenue growth of 65.2% to $9,596.8 million after its Worldpay acquisition, while operating income fell $971.6 million and operating margin declined 20.6 percentage points due to higher amortization and integration expenses.
Global Payments reported third-quarter GAAP diluted EPS of $1.06 and adjusted EPS of $3.58, up 10%, with GAAP revenue of $3.31 billion. It raised expected annual run-rate Worldpay integration expense synergies to $650 million and reaffirmed its 2026 outlook.
Global Payments Inc. amended its bylaws effective October 28, 2026, designating the Georgia State-wide Business Court as the exclusive forum for internal entity claims and requiring shareholders to own 1 percent to commence or maintain derivative proceedings.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Normalized third-quarter revenue grew more than 4%, adjusted margin expanded 220 basis points, adjusted EPS rose 10%, the Worldpay synergy target increased to $650 million, and management reaffirmed its 2026 outlook. The company also generated strong free cash flow, expanded Genius, and reported stronger commercial momentum, while risks included Middle East travel weakness, a nonrecurring enterprise volume benefit, GAAP profitability and interest-expense deterioration, integration costs, elevated net leverage, and sequential SMB volume softness.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted net income attributable to Global Payments non-GAAP | $1.74B | Six Months Ended June 30, 2026 | — |
| Adjusted net revenue non-GAAP | $6.02B | Six Months Ended June 30, 2026 | — |
| Adjusted operating income non-GAAP | $2.47B | Six Months Ended June 30, 2026 | — |
| Adjusted operating margin non-GAAP | 42% | second quarter 2026 | — |
| Capital returned to shareholders year-to-date | 1.2B | year-to-date 2026 | — |
| Non-GAAP diluted earnings per share attributable to Global Payments non-GAAP | $6.42 | Six Months Ended June 30, 2026 | — |
| Non-GAAP net revenue (combined) non-GAAP | $12.09B | Year Ended December 31, 2025 | — |
| Non-GAAP operating income (combined) non-GAAP | $4.91B | Year Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GPN
this stock
Global Payments Inc
|
$24.32B | +18.7% | -17.7% | — | 5.4% |
|
CTAS
Cintas Corp
|
$89.83B | +20.3% | +6.4% | 44.6 | 2.6% |
|
RELX
Relx PLC
|
$70.27B | +0.2% | — | — | 0.2% |
|
TRI
Thomson Reuters Corp
|
$47.38B | -17.1% | — | — | 2.6% |
|
CPRT
Copart Inc
|
$29.49B | -18.7% | +24.7% | 20.5 | 4.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Global Payments reported nine-month revenue growth of 65.2% to $9,596.8 million after its Worldpay acquisition, while operating income fell $971.6 million and operating margin declined 20.6 percentage points due to higher amortization and integration expenses.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GPN | -5.7% | +9.8% | +25.4% | -5.1% | +18.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -8.2% | +11.0% | +24.9% | -4.9% | +8.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
