The earnings call highlighted strong financial performance, successful strategic initiatives, and positive momentum in product launches and sales force transformation. However, the macroeconomic environment remains uncertain and affected consumer sentiment. The temporary pause in buying behavior due to anticipation of the Genius launch was noted but is expected to be temporary.

Company Guidance -

Q3 2025

During the second quarter of 2025 earnings call, Global Payments reported a 5% constant currency adjusted net revenue growth, excluding dispositions, and achieved a 130 basis points margin expansion. Adjusted EPS grew by 11% compared to the same period in 2024. The company highlighted the successful launch of its Genius platform for restaurants and retail, which has driven new restaurant growth to accelerate in the mid-teens sequentially. The U.S. direct channel saw a 37% growth from the prior year period, with record sales momentum continuing into July. Global Payments also announced the sale of its payroll business for $1.1 billion, enabling $500 million in additional shareholder returns through an accelerated share repurchase program. Looking forward, the company expects constant currency adjusted net revenue growth of 5% to 6% for the full year 2025, with adjusted operating margin expansion slightly more than 50 basis points, excluding dispositions. They plan to return $7.5 billion in capital to shareholders between 2025 and 2027, consistent with their previous commitments.

Strong Revenue and EPS Growth

Global Payments reported a 5% constant currency adjusted net revenue growth and an 11% constant currency adjusted EPS growth compared to the same period in 2024.

Operating Margin Expansion

The company achieved a 130 basis points margin expansion, demonstrating strong operational efficiency.

Genius Platform Launch Success

The launch of the Genius platform for restaurants and retail was successful, with new restaurant growth accelerating in the mid-teens and strong demand in the retail sector with a 37% sales growth in the U.S. direct channel.

Strategic Acquisitions and Divestitures

The acquisition of Worldpay and divestiture of Issuer Solutions are significant strategic moves. Additionally, the sale of the payroll business for $1.1 billion allows for $500 million of additional shareholder returns.

Successful Sales Force Transformation

The revamped sales compensation plan and training initiatives have resulted in increased productivity and lower seller attrition rates.

International Expansion of Genius

The company plans to roll out Genius internationally, including in Canada, Mexico, and several European countries, leveraging its established local presence.

Positive Cash Flow and Capital Returns

Generated approximately $800 million in adjusted free cash flow with plans to return $7.5 billion to shareholders between 2025 and 2027, excluding returns from divestitures.

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.