Global Payments Inc. (GPN)
NYSE:GPN
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.52Last Year’s EPS
3.1Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: revenue and profitability exceeded expectations, free cash flow and capital returns were strong, and early integration of Worldpay plus rapid momentum for the Genius platform and AI initiatives were highlighted as durable growth drivers. Key near‑term headwinds include travel volatility tied to the Middle East conflict, softer IRS tax payment volumes from U.S. tax changes, modest currency effects and the usual integration/technology execution tasks. Management reaffirmed full‑year guidance and emphasized confidence in achieving synergy and capital‑return targets, while noting that the most material revenue synergies are expected in 2027–2028.Company Guidance
Revenue and Growth Beat
Adjusted net revenue of $2.86 billion in Q1; normalized adjusted net revenue growth of ~5.5% (approximately 4.5% on a constant currency basis). Full‑year guidance reaffirmed for ~5% normalized constant currency adjusted net revenue growth.
Profitability Expansion and EPS Growth
Adjusted operating margin expanded ~110 basis points (reported adjusted operating margin 39.9% in Q1). Adjusted EPS of $2.96, up ~10% on a reported and constant currency basis (unrealized adjusted EPS $2.99, +11%). Full‑year adjusted EPS guidance of $13.80–$14.00 reaffirmed.
Strong Free Cash Flow and Capital Returns
Adjusted free cash flow of $544 million in Q1 (~70% conversion of adjusted net income to adjusted free cash flow). Returned nearly $620 million to shareholders year‑to‑date (repurchased ~7.3 million shares via a $515 million ASR and announced an additional $500 million ASR). Company targeting $7.5 billion of capital returns for 2025–2027 and >$2 billion in 2026.
Healthy Balance Sheet Actions
Net leverage was 3.5x at quarter end (in line with expectations). Issued $1 billion of senior notes; ~95% of debt is fixed with a weighted average cost of debt ~4%. Company reiterates plan to reach ~3.0x net leverage by end of 2027.
Worldpay Integration Early Wins
Early close and 100+ day integration progress described as strong: combined bookings up 8% year‑over‑year, alignment of sales forces and operating model implemented, and management expresses confidence in achieving or exceeding revenue and expense synergy targets.
Genius Platform Momentum
Genius bookings increased >25% sequentially and nearly doubled year‑over‑year. Yields with new Genius clients rose by >30% year‑over‑year. New Genius locations ~25% higher YoY; Genius payment attach rate improved >20% YoY. Marketing campaign delivered >330 million impressions and reached >6 million unique consumers. Genius Mobile surpassed 500 locations in <60 days.
Go‑to‑Market Execution and New Wins
Enterprise bookings +9% YoY; added 44 new ISV partners in Q1; managed payment facilitation and pay‑by offerings volumes increased >20% YoY. Notable customer wins include Subway (Genius Kitchen deployment ~2,500 locations), Abercrombie & Fitch (U.S. acquirer), Aldi Sud (North America and EMEA), CKE Restaurants (Genius & payments across 2,400+ locations) and others across EMEA and APAC.
AI and Product Acceleration
Accelerated AI initiatives (Agentic Commerce positioning, Ravelin AI‑native fraud platform, embedded AI in products like 3DS Flex, dynamic routing, revenue boost). Internal Fast Track studio to standardize experimentation‑to‑production and accelerate velocity of AI‑enabled product delivery.
GPN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GPN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $69.47 | $69.63 | +0.23% |
Feb 18, 2026 | $69.54 | $80.99 | +16.47% |
Nov 04, 2025 | $76.61 | $79.45 | +3.71% |
Aug 06, 2025 | $77.69 | $84.75 | +9.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Global Payments Inc. (GPN) report earnings?
Global Payments Inc. (GPN) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Global Payments Inc. (GPN) earnings time?
Global Payments Inc. (GPN) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GPN EPS forecast?
GPN EPS forecast for the fiscal quarter 2026 (Q2) is 3.52.
