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Inferra AI / Company / GPN

Global Payments

GPN · Financials

Last earnings Aug 5, 2026

Key results

GAAP revenuequarter

$1.96 billion

GAAP revenue of $1.96 billion 1 , approximately flat, and adjusted net

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

EPSquarter

$0.99

Second Quarter 2025 Summary GAAP revenues were $1.96 billion 1 , diluted EPS were $0.99, and operating margin was 21.8%.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Operating marginquarter

21.8%

Second Quarter 2025 Summary GAAP revenues were $1.96 billion 1 , diluted EPS were $0.99, and operating margin was 21.8%.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Revenuequarter

2%

Adjusted net revenues increased 2% (5% constant currency excluding dispositions) to $2.36 billion.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Adjusted operating marginquarter

44.6%

Adjusted operating margin expanded 130 basis points to 44.6%.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Operating incomequarter

$335.6 million

(2) For the three months ended June 30, 2025, earnings adjustments to operating income (inclusive of discontinued operations) included $335.6 million of amortization of acquired intangibles in cost of services (COS) and $176.9 million in selling, general and administrative expenses (SG A).

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

For the three months ended June 30, 2025, earnings adjustments to operating income also included a $33.2 million noncash goodwill impairment charge in connection with the classification of our Issuer Solutions business as assets held for sale, and the elimination of a $0.3 million gain on business dispositions.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

For the three months ended June 30, 2024, earnings adjustments to operating income (inclusive of discontinued operations) included $345.9 million of amortization of acquired intangibles in COS and $88.1 million in SG A.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

(2) For the six months ended June 30, 2025, earnings adjustments to operating income (inclusive of discontinued operations) included $664.9 million of amortization of acquired intangibles in COS and $314.3 million in SG A.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

AI analysis

Q2 2025 · reported Aug 6, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

GAAP revenue · Q2 2025
$1.96B
EX-99 · Aug 6, 2025
EPS · Q2 2025
$0.99
EX-99 · Aug 6, 2025
Operating income · Q2 2025
$335.6M
EX-99 · Aug 6, 2025
Operating margin · Q2 2025
21.8%
EX-99 · Aug 6, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
GAAP revenue$1.96 billion——
EPS$0.99——
Operating margin21.8%——
Revenue2%——
Adjusted operating margin44.6%——
Operating income$335.6 million——

EX-99 · Aug 6, 2025

Guidance · company-stated

revenues

“0.5% to 1.5%”

net revenue

“2% to 3%”

GAAP diluted EPS

“(14.5)% to (15.5)% Adjustments (2) 25%”

adjusted EPS

“10% to 11%”

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin21.8%
Adjusted operating margin44.6%

Capital allocation

Dividend$0.25

Capital Allocation Global Payments Board of Directors approved a dividend of $0.25 per share payable on September 26, 2025 to shareholders of record as of September 12, 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

GAAP revenue excludes discontinued operations related to the disposition of the Issuer Solutions business non-GAAP results reflect total company performance

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenues: “revenues 0.5% to 1.5%”

net revenue: “net revenue 2% to 3%”

GAAP diluted EPS: “GAAP diluted EPS (14.5)% to (15.5)% Adjustments (2) 25%”

adjusted EPS: “adjusted EPS 10% to 11%”

revenues (“OUTLOOK”)
“revenues 0.5% to 1.5%”

net revenue (“OUTLOOK”)
“net revenue 2% to 3%”

GAAP diluted EPS (“OUTLOOK”)
“GAAP diluted EPS (14.5)% to (15.5)% Adjustments (2) 25%”

adjusted EPS (“OUTLOOK”)
“adjusted EPS 10% to 11%”

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Capital allocation

Capital Allocation Global Payments Board of Directors approved a dividend of $0.25 per share payable on September 26, 2025 to shareholders of record as of September 12, 2025.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

The company plans to enter into a $500 million accelerated share repurchase plan.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

10 Table of Contents Recently issued accounting pronouncements not yet adopted Accounting Standards Update ("ASU") 2025-09 - In November 2025, the Financial Accounting Standards Board ("FASB") issued ASU 2025-09, "Derivatives and Hedging (Topic 815) Hedge Accounting Improvements," which provides improvements to the guidance for five specific matters: (i) similar risk assessment for cash flow hedges, (ii) hedging interest payments on choose-your-rate debt, (iii) cash flow hedges of nonfinancial forecasted transactions, (iv) net written options as hedging instruments and (v) foreign currency denominated debt instrument designated hedges.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

We funded portions of the Transaction with indebtedness which is further described in Note 6 Long-term Debt and Lines of Credit.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

(2) Assumed debt was paid off at the acquisition date.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

The discount rates used represented the average estimated value of a market participant s cost of capital and debt, derived using customary market metrics.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

This performance highlights not only the resilience of our business model, but also our team's ability to execute at scale and advance a substantial number of key initiatives while delivering on our business outcomes.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

sales teams as we continue to implement our salesforce of the future initiative.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

We remain on track to execute much of our transformation agenda during 2025, and have accelerated a number of initiatives to better position us for the integration of Worldpay at close in the first half of 2026.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

We now expect annual adjusted operating margin expansion to be slightly more than 50 basis points, excluding dispositions, and for our constant currency adjusted earnings per share growth to be at the high end of the 10% to 11% range in 2025.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Whipple concluded, Our outlook reflects the business solid forward momentum as we execute on our strategy and transformation agenda and a macro backdrop consistent with the current environment.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Risks & headwinds

These forward-looking statements, which are based on current expectations, estimates and projections about the industry and geographies in which we operate, and beliefs of and assumptions made by our management, involve risks, uncertainties and assumptions that could significantly affect the financial condition, results of operations, business plans and the future performance of Global Payments.

SEC original ↗Global Payments — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Legal Proceedings 53 ITEM 1A.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

In particular, uncertainty resulting from global events and other macroeconomic conditions are difficult to predict, and the ultimate effect could result in additional charges related to the recoverability of assets, including financial assets, long-lived assets and goodwill and other losses.

SEC original ↗Global Payments — 10-Q Quarterly report10-QAug 5, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials
Documents

Filings

32 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Global Payments are held in this edition of the library.

Transcripts

0 documents

No transcripts for Global Payments are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Global Payments by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.