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Global Payments Inc. (GPN)
NYSE:GPN
Earnings Data
Report Date
May 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.97Last Year’s EPS
2.69Same Quarter Last Year
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial performance with strong revenue growth, margin expansion, significant free cash flow generation, and substantive strategic progress (Worldpay acquisition, Genius rollout, AI initiatives). Management acknowledged near-term integration, leverage and execution risks tied to the Worldpay combination and elevated post-close debt, but provided concrete synergy targets, a conservative but constructive 2026 combined outlook (~5% constant currency revenue growth and ~150 bps margin expansion), and a clear capital return and deleveraging plan. On balance, highlights materially outweigh the lowlights, with confidence placed on integration execution and cash flow to drive shareholder returns.Company Guidance
Successful Strategic Transactions
Completed acquisition of Worldpay and simultaneous divestiture of Issuer Solutions in January, creating a combined pure-play commerce solutions company and enabling immediate integration planning and organizational alignment.
Top-Line Growth — Q4 and Full Year
Q4 adjusted net revenue grew 6% on a constant currency basis (excluding dispositions); full year adjusted net revenue was $9.32 billion, up 6% constant currency (excluding dispositions).
Margin and EPS Expansion
Adjusted operating margin expanded 80 basis points in Q4 and 100 basis points for the full year (44.2% FY), and adjusted EPS grew ~12% in Q4 and 12% for the full year to $12.22 (11% on a constant currency basis for the year).
Strong Free Cash Flow and Capital Returns
Generated strong adjusted free cash flow with full-year adjusted free cash flow conversion of over 100%; returned ~$1.0 billion to shareholders in 2025 and repurchased 13.2 million shares for ~$1.2 billion (>5% of shares outstanding). Board approved a $2.5 billion buyback authorization and initiated a $550 million accelerated share repurchase; targeting $7.5 billion in capital return over 2025–2027 and >$2 billion returned in 2026.
Merchant Solutions Momentum and Genius Adoption
Merchant Solutions Q4 adjusted net revenue of $1.78 billion, up slightly over 6% cc; POS and software achieved high single-digit growth; new POS locations in Q4 were 25% higher YoY; enterprise restaurant rooftop count grew >50% YoY; Genius payments attach rate in enterprise nearly doubled in Q4 and retail new Genius rooftops were +40% YoY.
Product Wins, Deployments and Pipeline
Notable enterprise and e-commerce wins include Pfizer, Domino's Canada, DAZN, Bolt and Polish Airlines. Genius deployments: 7 Brew (500 locations in 65 days), Braum's (320 locations), SeaWorld (~100 kiosks), and expanded deployments at Diamond Baseball Holdings; signed pipeline of partners yet to go live up 19% YoY.
AI and Product Innovation Impact
Launched multiple AI initiatives: AI-assisted coding improved development speed by ~20%; AI-powered authentication delivered a 4-point approval uplift in pilot merchants; Disputes Defender protected 40,000 merchants and increased chargeback win rates by ~15%; dynamic routing optimized nearly 8 billion debit transactions saving customers >$200 million (+>10% YoY); revenue boost solution delivered >$2 billion in measured approval uplift in 2025.
Integration Synergy Targets and Early Execution
Plan to achieve $200 million in annualized revenue synergies and $600 million in expense synergies over 3 years from the Worldpay integration, with detailed plans and expected cost synergies of $70–$80 million to be realized in 2026.
Solid Core Payments and Geographical Strength
Core payments delivered mid-single-digit growth in Q4; U.S. new sales +35% YoY in Q4; Central Europe revenue grew in the mid-teens and Greece delivered one of its strongest quarters on record.
Balance Sheet and Liquidity
Ended Q4 at 2.9x leverage; post-transaction pro forma debt was ~$22.3 billion with >95% fixed-rate debt and a weighted average cost of ~3.95%; investment-grade ratings were affirmed and liquidity of ~ $5 billion across cash and revolver capacity.
2026 Financial Outlook for Combined Company
Guidance on a combined basis: ~5% constant currency adjusted net revenue growth (excluding dispositions), ~150 basis points of adjusted operating margin expansion, adjusted EPS $13.80–$14 (+~13–15% vs. 2025), CapEx ~ $1 billion (~8% of revenue), adjusted NI to FCF conversion >90%, and a plan to delever to ~3.0x net leverage by end of 2027.
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 |
|---|---|---|---|
Feb 18, 2026 | $69.77 | $81.26 | +16.47% |
Nov 04, 2025 | $76.86 | $79.72 | +3.71% |
Aug 06, 2025 | $77.94 | $85.03 | +9.09% |
May 06, 2025 | $78.53 | $78.56 | +0.04% |
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 May 04, 2026, Before Open (Confirmed).
What is Global Payments Inc. (GPN) earnings time?
Global Payments Inc. (GPN) earnings time is at May 04, 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 (Q1) is 2.97.
