Earnings summaries and quarterly performance for GLOBAL PAYMENTS.
Executive leadership at GLOBAL PAYMENTS.
Cameron M. Bready
Detailed
Chief Executive Officer
CEO
AC
Andrea Carter
Detailed
Chief Human Resources Officer
BC
Bob Cortopassi
Detailed
President and Chief Operating Officer
DS
Dara Steele-Belkin
Detailed
General Counsel and Corporate Secretary
DG
David Green
Detailed
Chief Administrative Officer
JW
Josh Whipple
Detailed
Chief Financial Officer
Board of directors at GLOBAL PAYMENTS.
AD
Archie Deskus
Detailed
Director
CD
Connie D. McDaniel
Detailed
Director
FT
F. Thaddeus Arroyo
Detailed
Director
JG
John G. Bruno
Detailed
Director
JM
Joia M. Johnson
Detailed
Director
JH
Joseph H. Osnoss
Detailed
Director
KK
Kirsten Kliphouse
Detailed
Director
MT
M. Troy Woods
Detailed
Independent Chair of the Board
PW
Patty Watson
Detailed
Director
RH
Robert H.B. Baldwin, Jr.
Detailed
Director
WB
William B. Plummer
Detailed
Director
Research analysts who have asked questions during GLOBAL PAYMENTS earnings calls.
DP
Darrin Peller
Wolfe Research, LLC
7 questions for GPN
Also covers: ACN, ADYYF, AFRM +28 more
JK
Jason Kupferberg
Bank of America
7 questions for GPN
Also covers: ACN, ADP, AFRM +17 more
TH
Tien-tsin Huang
JPMorgan Chase & Co.
7 questions for GPN
Also covers: ACN, ADP, ALIT +27 more
DD
Dan Dolev
Mizuho Financial Group
6 questions for GPN
Also covers: ACN, ADP, AFRM +16 more
Adam Frisch
Evercore ISI
5 questions for GPN
Also covers: AFRM, CHYM, FOUR +3 more
AS
Andrew Schmidt
Citigroup Inc.
5 questions for GPN
Also covers: ALKT, BILL, CWAN +17 more
Daniel Perlin
RBC Capital Markets
4 questions for GPN
Also covers: AFRM, BR, FLYW +9 more
DK
Dave Koning
Baird
4 questions for GPN
Also covers: ACN, CPAY, FISV
Ramsey El-Assal
Barclays
4 questions for GPN
Also covers: ACN, ADP, AFRM +23 more
BK
Bryan Keane
Deutsche Bank
3 questions for GPN
Also covers: ACN, ADP, AFRM +18 more
DK
David Koning
Robert W. Baird & Co.
3 questions for GPN
Also covers: ACN, AVDX, CNXC +17 more
DB
Dominic Ball
Redburn Atlantic
2 questions for GPN
Also covers: FOUR, LSPD, SHOP +1 more
JC
James Cantwell
Seaport
2 questions for GPN
JF
James Faucette
Morgan Stanley
2 questions for GPN
Also covers: ACN, ADP, AFRM +29 more
Ken Suchoski
Autonomous Research
2 questions for GPN
Also covers: BILL, CPAY, CRCL +7 more
BB
Bryan Bergin
TD Cowen
1 question for GPN
Also covers: ACN, ADP, ASUR +18 more
DT
Darren Teller
Wolf Research
1 question for GPN
HV
Harrison Vivas
TD Cowen
1 question for GPN
Also covers: AGFY
TC
Timothy Chiodo
UBS Group AG
1 question for GPN
Also covers: AFRM, AVDX, CHYM +18 more
Trevor Williams
Jefferies LLC
1 question for GPN
Also covers: ACIW, CPAY, FIS +8 more
VG
Vasundhara Govil
Keefe, Bruyette & Woods (KBW)
1 question for GPN
Also covers: EEFT, EVTC, FIS +4 more
WN
William Nance
The Goldman Sachs Group, Inc.
1 question for GPN
Also covers: AFRM, AMTD, AVDX +20 more
Recent press releases and 8-K filings for GPN.
Global Payments reports Q4 2025 results
GPN
Earnings
M&A
Share Buyback
- Completed the Worldpay acquisition in January and divested its Issuer Solutions business, establishing a unified global operating model.
- Q4 2025 results: 6% constant-currency adjusted net revenue growth, 80 bps adjusted operating margin expansion, and 12% adjusted EPS growth.
- Full-year 2025 highlights: accelerated adjusted net revenue growth from 5% to 6%, 100 bps margin expansion, 11% adjusted EPS growth; generated >100% adjusted free cash flow conversion; returned $1 billion to shareholders plus $1.2 billion from divestitures; Board approved a $2.5 billion buyback and initiated a $550 million accelerated share repurchase.
- 2026 outlook: ~5% constant-currency adjusted net revenue growth (ex-dispositions), 150 bps adjusted operating margin expansion, EPS of $13.80–14 (+13–15% y/y), >90% free cash flow conversion, and >$2 billion in shareholder returns.
Feb 18, 2026, 1:00 PM
Global Payments reports Q4 2025 results
GPN
Earnings
M&A
Share Buyback
- Completed the acquisition of Worldpay and divestiture of Issuer Solutions in January, marking a strategic transformation to a unified operating model focused on commerce solutions.
- Q4 2025 adjusted net revenue of $2.32 billion (+6% YoY constant currency, ex dispositions), adjusted operating margin of 44.7% (+80 bps), and adjusted EPS of $3.18 (+12%).
- Merchant Solutions drove Q4 net revenue of $1.78 billion (+6% CC), with high-single-digit POS/software growth, new POS locations up 25%, enterprise restaurant rooftops up 50%, and retail Genius rooftops up 40% YoY.
- Generated $891 million of adjusted free cash flow in Q4 (over 100% conversion for full-year 2025); repurchased 13.2 million shares for $1.2 billion; ended Q4 at 2.9× leverage with $5 billion of liquidity.
- 2026 outlook for the combined company targets ~5% constant currency adjusted net revenue growth (ex dispositions) and expects to deliver $200 million of annualized revenue synergies and $600 million of expense synergies over the next three years.
Feb 18, 2026, 1:00 PM
Global Payments reports Q4 2025 results
GPN
Earnings
Guidance Update
M&A
- Completed Worldpay acquisition and Issuer Solutions divestiture, targeting $200 million revenue and $600 million cost synergies over three years.
- Q4 2025 results: adjusted net revenue of $2.32 billion (+6% CC ex dispositions), adjusted operating margin 44.7% (+80 bps), and adjusted EPS $3.18 (+12%).
- Full-year 2025: adjusted net revenue of $9.32 billion (+6% CC ex dispositions), adjusted operating margin 44.2% (+100 bps), and adjusted EPS $12.22 (+12%).
- 2026 outlook: ~5% adjusted net revenue growth CC, 150 bps operating margin expansion, adjusted EPS of $13.80–$14.00 (13–15% growth), capex $1 billion, free cash flow conversion >90%, and >$2 billion in capital returns.
- Resumed share repurchases with a $2.5 billion authorization and $550 million ASR, targeting $7.5 billion in capital returns over 2025–27.
Feb 18, 2026, 1:00 PM
Global Payments reports Q4 2025 results
GPN
Earnings
Guidance Update
Share Buyback
- Q4 2025 adjusted net revenue of $2.32 B (+1%; +6% constant currency ex-dispositions), adjusted operating margin 44.7% (+80 bps), adjusted EPS $3.18 (+12%), and adjusted free cash flow of $891 M (>100% conversion).
- Full-year 2025 adjusted net revenue of $9.32 B (+2%; +6% constant currency ex-dispositions), adjusted operating margin 44.2% (+100 bps), adjusted EPS $12.22 (+11%), and adjusted free cash flow of $3.00 B (>100% conversion).
- 2026 outlook: ~5% adjusted net revenue growth, ~150 bps operating margin expansion, $13.80–14.00 adjusted EPS, >90% free cash flow conversion, and >$2 B of capital returned to shareholders.
- Integration and capital priorities include delivering $200 M of revenue and $600 M of expense synergies over the next three years, targeting a 3.0× net leverage ratio by end-2027, and planning $7.5 B of shareholder returns (including a $550 M accelerated share repurchase).
Feb 18, 2026, 1:00 PM
Global Payments reports Q4 and full-year 2025 results
GPN
Earnings
M&A
Share Buyback
- Q4 2025 GAAP diluted EPS of $0.92 and adjusted EPS of $3.18 on GAAP revenue of $1.90 billion and adjusted net revenue of $2.32 billion
- Full-year 2025 GAAP revenues of $7.71 billion with EPS $5.78, adjusted net revenues of $9.32 billion, adjusted EPS $12.22, and operating margin of 44.2%
- Completed acquisition of Worldpay and divestiture of Issuer Solutions, refocusing as a pure-play merchant solutions provider
- Board authorized $2.5 billion in share repurchases and initiated a $550 million accelerated repurchase plan
- 2026 outlook: ~5% constant currency adjusted net revenue growth (ex-dispositions), 150 bps operating margin expansion, and adjusted EPS of $13.80–$14.00
Feb 18, 2026, 11:59 AM
Global Payments reports Q4 and full year 2025 results
GPN
Earnings
M&A
Share Buyback
- Fourth quarter GAAP revenues of $1.90 billion and diluted EPS of $0.92, with adjusted net revenues of $2.32 billion (6% constant currency ex-dispositions) and adjusted EPS of $3.18 (11% constant currency).
- Full year GAAP revenues of $7.71 billion and diluted EPS of $5.78, while adjusted net revenues increased 2% to $9.32 billion and adjusted EPS rose 11% to $12.22.
- Completed the acquisition of Worldpay and divestiture of Issuer Solutions, repositioning the company as a leading pure-play merchant solutions provider.
- Announced a $2.5 billion share repurchase authorization and initiated a $550 million accelerated share repurchase plan.
- Provided 2026 outlook calling for ~5% constant currency adjusted net revenue growth (ex-dispositions) and adjusted EPS of $13.80–$14.00 (13–15% growth).
Feb 18, 2026, 11:55 AM
Global Payments completes Worldpay acquisition and divests Issuer Solutions
GPN
M&A
- Completed acquisition of Worldpay from FIS and GTCR and divestiture of Issuer Solutions business, creating a pure-play commerce solutions provider.
- Combined entity will serve over 6 million merchant locations, processing $3.7 trillion in payments and ≈94 billion transactions annually across 175+ countries.
- Will operate through three channels—Enterprise, SMB, and Integrated & Platforms—and invest over $1 billion annually in innovation.
- Aims to maintain investment grade ratings and reduce adjusted net leverage to 3.0x within 18–24 months post-close.
Jan 12, 2026, 12:12 PM
Global Payments completes acquisition of Worldpay, divests issuer solutions business
GPN
M&A
- Global Payments has completed the acquisition of Worldpay from FIS and GTCR and divested its Issuer Solutions business to FIS, transforming into a pure-play commerce solutions provider.
- The combined company serves over 6 million merchant locations, processes $3.7 trillion in payment volume and 94 billion transactions annually across more than 175 countries.
- Global Payments plans to invest over $1 billion annually in innovation and aims to reduce adjusted net leverage to 3.0x within 18–24 months while maintaining investment grade credit ratings.
- The business will go to market through three channels—Enterprise, SMB, and Integrated & Platforms—to deliver tailored commerce solutions across client segments.
Jan 12, 2026, 12:00 PM
Global Payments investor BlackBird takes large stake in Fiserv
GPN
New Projects/Investments
- BlackBird Financial, led by Judah Spinner, has acquired a significant ownership position in Fiserv, Inc.
- Spinner cited Fiserv’s deeply embedded payments infrastructure and confidence in CEO Mike Lyons, emphasizing a supportive, non-activist approach
- The firm highlighted Fiserv’s sticky client relationships across core processing and merchant acquiring as a durable moat against competitors
- BlackBird noted Fiserv generated over $5 billion in adjusted net income over the past 12 months versus a $33 billion market cap, viewing the stock as undervalued for long-term growth
Jan 6, 2026, 3:00 PM
Global Payments outlines integration and growth strategy at UBS Technology & AI Conference
GPN
M&A
Product Launch
Hiring
- Worldpay acquisition expected to close in Q1 2026, with a unified operating model and integration plan focused on long-term growth and cross-business synergies from day one.
- Genius platform positioned as “better than most, competitive with all,” backed by over $1 billion/year in planned capital investment to maintain feature leadership and scalability.
- Sales force expansion, adding ~500 new direct sales hires in North America to a base of ~3,800–4,000 global sales and support professionals, and deploying Genius across all distribution channels.
- Capital return commitment of $7.5 billion to shareholders through 2027, de-leveraging to a 3× target within 18–24 months and targeting $5 billion in leverage-free cash flow by 2028.
Dec 2, 2025, 6:35 PM
Quarterly earnings call transcripts for GLOBAL PAYMENTS.
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