The earnings call highlighted strong financial performance and successful strategic initiatives, including the launch of the Genius platform and the acquisition of Worldpay. Despite some challenges in the macro environment and sales force transitions, the company's positive results and increased capital returns indicate a positive outlook.

Company Guidance

During the Global Payments Second Quarter 2025 Earnings Conference Call, guidance highlighted several key metrics and strategic initiatives that are expected to drive future growth. The company reported a 5% constant currency adjusted net revenue growth, excluding dispositions, and a 130 basis point margin expansion. Adjusted EPS grew by 11% compared to the same period in 2024. The company announced the acquisition of Worldpay and the divestiture of Issuer Solutions, aiming to streamline the business and accelerate growth. The launch of the Genius platform has been successful, with the U.S. direct channel seeing a 37% growth in retail sales compared to the prior year. The company also announced a $500 million accelerated share repurchase program, leveraging proceeds from the sale of its payroll business. For the full year 2025, constant currency adjusted net revenue growth is expected to be 5% to 6%, with a slight increase in adjusted operating margin expansion. Overall, the company is focusing on transformation initiatives, expecting to generate a $650 million annual run-rate operating income benefit from these efforts.

Strong Financial Performance

Global Payments reported a 5% constant currency adjusted net revenue growth, 130 basis points of margin expansion, and 11% constant currency adjusted EPS growth compared to the same period in 2024.

Successful Launch of Genius Platform

The company successfully launched the Genius platform for restaurants and retail, which has seen strong initial demand and feedback, including 37% growth in retail sales from the prior year.

Significant Transformation and Divestitures

Global Payments announced the acquisition of Worldpay and the divestiture of Issuer Solutions, along with the sale of its payroll business for $1.1 billion, allowing for $500 million of additional shareholder returns.

Record Growth in Integrated Embedded Business

International signings in the integrated embedded business are up more than 30% over the last 6 months compared to the prior year period.

Increased Capital Returns

The company announced a $500 million accelerated share repurchase program and increased their capital return expectations to $7.5 billion from 2025 to 2027.

Global Payments (GPN) Earnings, Revenues Date & History

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GPN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	3.23 / -	3.08	―	―	―
Aug 06, 2025	2025 (Q2)	3.05 / 3.10	2.93	5.67% (+0.17)
May 06, 2025	2025 (Q1)	2.68 / 2.69	2.59	3.86% (+0.10)
Feb 13, 2025	2024 (Q4)	2.96 / 2.95	2.65	11.32% (+0.30)
Oct 30, 2024	2024 (Q3)	3.09 / 3.08	2.75	12.00% (+0.33)
Aug 07, 2024	2024 (Q2)	2.91 / 2.93	2.62	11.83% (+0.31)
May 01, 2024	2024 (Q1)	2.57 / 2.59	2.4	7.92% (+0.19)
Feb 14, 2024	2023 (Q4)	2.64 / 2.65	2.42	9.50% (+0.23)
Oct 31, 2023	2023 (Q3)	2.72 / 2.75	2.48	10.89% (+0.27)
Aug 01, 2023	2023 (Q2)	2.59 / 2.62	2.36	11.02% (+0.26)

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
Aug 06, 2025	$78.41	$85.54	+9.09%
May 06, 2025	$79.00	$79.03	+0.04%
Feb 13, 2025	$108.19	$103.52	-4.32%
Oct 30, 2024	$98.25	$102.50	+4.33%

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.