Global Payments Reports Second Quarter 2026 Results

Staff Report From Georgia CEO

Thursday, August 6th, 2026

Global Payments Inc. (NYSE: GPN) today announced results for the second quarter ending June 30, 2026.

"We delivered solid second quarter results that were consistent with our expectations, reflecting the resilience of our business model amidst the ongoing conflict in the Middle East," said Cameron Bready, chief executive officer. "I am particularly pleased with the progress that we have made on the integration of Worldpay as we combine our complementary capabilities to better serve clients and partners globally."

Bready continued, "Through consistent execution and a sharp focus on commercial excellence, we continue to capitalize on growth opportunities while further differentiating Global Payments through feature-rich products and distinctive service experiences. This is evidenced by the accelerating adoption of our Genius platform, which continues to gain momentum across the markets we serve. At the same time, we remain at the forefront of innovation by leveraging AI across our ecosystem to enhance our solutions, elevate customer experiences, and drive greater operational efficiency, further strengthening our competitive position and long-term growth prospects."

Bready concluded, "We are pleased to have returned $1.2 billion in capital to shareholders year-to-date, exceeding 50% of our more than $2 billion plan for 2026, and we remain on track to return approximately $7.5 billion over the 2025 to 2027 time period."

Second Quarter 2026 Summary

  • GAAP revenues were $3.32 billion and diluted earnings per share were $0.05.

  • Adjusted net revenues increased approximately 34% to $3.16 billion. On a normalized basis1, consistent with our full-year outlook, adjusted net revenue increased approximately 4%. Adjusted operating margin expanded 70 basis points on a normalized basis1 to 42.0%.

  • Adjusted EPS increased 12% to $3.46.

2026 Outlook

"Our second quarter financial results were consistent with expectations and marked our first full quarter operating as a pure-play commerce solutions provider," said Josh Whipple, chief financial officer. "Our performance further validates the importance of our scale and distribution and our ability to deliver sustainable growth, margin expansion, and free cash flow."

Whipple continued, "Given the ongoing conflict in the Middle East and its impact on our travel portfolio, we now expect normalized1, constant currency adjusted net revenue growth of approximately 4% – 5% and adjusted earnings per share of $13.60 – $13.80 for the full year. We continue to expect normalized1 adjusted operating margin expansion of approximately 150 basis points for the full year and to return more than $2 billion of capital to shareholders in 2026."

 

Capital Allocation

Global Payments' Board of Directors approved a dividend of $0.25 per share payable on September 25, 2026 to shareholders of record as of September 11, 2026.

Conference Call

Global Payments' management will host a live audio webcast today, August 5, 2026, at 8:00 a.m. ET to discuss financial results and business highlights. The audio webcast, along with supplemental financial information, can be accessed via the investor relations page of the company's website at investors.globalpayments.com. A replay of the audio webcast will be archived on the company's website following the live event.

Non-GAAP Financial Measures

Global Payments supplements its reporting of revenue, operating income, operating margin, net income attributable to Global Payments, earnings per share, free cash flow, and free cash flow conversion with certain non-GAAP financial measures. These non-GAAP financial measures include adjusted revenue, adjusted operating income, adjusted operating margin, adjusted net income attributable to Global Payments, adjusted earnings per share, adjusted free cash flow, and adjusted free cash flow conversion. The constant currency growth measures adjust for the impact of exchange rates and are calculated using average exchange rates during the comparable period in the prior year.

We believe these non-GAAP financial measures assist investors with evaluating the performance of our business. Management uses these non-GAAP financial measures to focus on the factors that it believes are relevant to managing our business, operations, and performance. Any non-GAAP financial measures should be considered in context with our reporting in accordance with GAAP and should not be considered in isolation or as a substitute for GAAP measures. Reconciliation of each non-GAAP financial measure to the most directly comparable GAAP measure is included in the schedules to this release, except for forward-looking measures where a reconciliation to the corresponding GAAP measures is not available due to the variability, complexity and limited visibility of the items that are excluded from the non-GAAP outlook measures. The company is unable to address the probable significance of the unavailable information.