GPN
FY2026 Q1 · Calendar Q2 2026
Global Payments Inc.
Global Payments' first full quarter as a combined entity post-Worldpay delivered a beat on both lines: adjusted net revenue of $2.86B (+5.5% YoY) and adjusted EPS of $2.96 (+10%), with operating margin expanding 110bps to 39.9%. Genius platform bookings rose over 25% sequentially and yields improved 30%, suggesting the core growth engine is accelerating. Worldpay integration is ahead of schedule with early synergies realized within 100 days. Management reaffirmed full-year guidance, but the market reaction was muted — the stock underperformed the benchmark by roughly 1.2% on the session and drifted 2.6% lower afterward, implying investors want evidence that revenue synergies, not just cost cuts, will follow.
EPS surprise+6.5%
Market move+0.2%
