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Global Payments Inc. (GPN)
NYSE:GPN
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
3.05Last Year’s EPS
2.93Same Quarter Last Year
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -3.00%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong quarter with significant strategic advancements, including a major acquisition that enhances Global Payments' position and provides opportunities for future growth. Despite some challenges in the Issuer Solutions segment and macroeconomic uncertainties, the company's overall outlook is positive with increased revenue, profitability, and capital return expectations.Company Guidance
During Global Payments' first quarter 2025 earnings call, management provided guidance reflecting a solid start to the fiscal year. The company reported over 5% constant currency adjusted net revenue growth, excluding dispositions, alongside a 70 basis point increase in adjusted operating margin, and an 11% rise in constant currency adjusted earnings per share compared to the same period in 2024. The merchant and issuer businesses exhibited consistent growth, aligning with the company's expectations. Additionally, the company highlighted its transformation agenda, raising its benefit target by 20% to $600 million and advancing key initiatives such as technology harmonization and global unification of its merchant business. The call also addressed the strategic rationale behind recent transactions, including the divestiture of Issuer Solutions and the acquisition of Worldpay, which are anticipated to enhance global scale and position the company as a leading commerce solutions provider. The company is targeting $12.5 billion in pro forma adjusted net revenue and $6.5 billion in adjusted EBITDA post-transaction close, with an expected $600 million in cost synergies and $200 million in revenue synergies within three years.Solid First Quarter Results
Global Payments delivered over 5% constant currency adjusted net revenue growth, excluding dispositions, 70 basis points of adjusted operating margin expansion, and 11% constant currency adjusted earnings per share growth compared to the same period in 2024.
Successful Advancement of Transformation Agenda
The company has streamlined its organizational structure, unified its Merchant business globally, advanced its technology harmonization program, and increased its overall benefit target by 20% to $600 million.
Strategic Transactions Announced
Global Payments announced the divestiture of Issuer Solutions and acquisition of Worldpay, expected to accelerate transformation and build a durable platform for long-term success.
Positive Financial Expectations Post Worldpay Acquisition
The combined company expects approximately $12.5 billion in pro forma adjusted net revenue and $6.5 billion in adjusted EBITDA post transaction close, with $600 million in cost synergies and at least $200 million in revenue synergies.
Increased Capital Returns to Shareholders
The company continues to expect to return roughly $7 billion in capital to shareholders from 2025 to 2027, with expectations to further increase capital returns by nearly 50% by 2028.
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, 2025 | $79.25 | $79.28 | +0.04% |
Feb 13, 2025 | $108.53 | $103.85 | -4.31% |
Oct 30, 2024 | $98.57 | $102.83 | +4.32% |
Aug 07, 2024 | $92.36 | $98.75 | +6.92% |
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 04, 2025, TBA Not Confirmed.
What is Global Payments Inc. (GPN) earnings time?
Global Payments Inc. (GPN) earnings time is at Aug 04, 2025, TBA Not 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 2025 (Q2) is 3.05.
