Analyst Consensus ?
ConsensusBuy60 ratings
Bullish3558.3%
Neutral2135.0%
Bearish46.7%
1 unmapped firm rating excluded from the percentages.
Global Payments Inc. · GPN · FY2026 Q1 · Calendar Q2 2026
Global Payments Q1 FY2026: Beats on Revenue and EPS as Genius Platform Momentum Builds
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.
Reported Before market openNYSEFinancial Services
$21.56B market cap
100quality score
Company context
Snapshot as of publicationGlobal Payments Inc. is a prominent provider of payment technology and software solutions, facilitating transactions across various forms including card, electronic, check, and digital payments. Its operations span the Americas, Europe, and the Asia-Pacific regions. The company's business is structured into three primary divisions: Merchant Solutions, Issuer Solutions, and Business and Consumer Solutions. The Merchant Solutions segment offers a comprehensive array of services designed to support businesses in managing their payment processing. These services include transaction authorization, settlement, funding, customer support, chargeback resolution, terminal rental and deployment, robust payment security, consolidated billing, and online reporting. Furthermore, this segment delivers specialized enterprise software solutions that help customers in diverse vertical markets streamline their business operations.…
Earnings scorecard
Reported versus consensus
Reported EPS
$2.96
Consensus $3
EPS surprise
+6.5%
Reported versus consensus
Reported revenue
$2.86B
Consensus $2.81B
Revenue surprise
+1.5%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$86.84Current
$75Low
$136.62Average
$247High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Hold | Hold | Maintain | Jul 24, 2026 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Jul 20, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 9, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jun 11, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jun 3, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | May 11, 2026 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | May 7, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 22, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Apr 8, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 2, 2026 |
| Raymond James | Market Perform | Outperform | Downgrade | Mar 26, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Mar 26, 2026 |
| UBS | Neutral | Neutral | Maintain | Feb 19, 2026 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Feb 19, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Feb 12, 2026 |
| Seaport Global | Buy | Neutral | Upgrade | Jan 14, 2026 |
| Keybanc | Overweight | Downgrade | Oct 22, 2025 | |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 8, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 23, 2025 |
| Baird | Outperform | Outperform | Maintain | Apr 21, 2025 |
| Barclays | Overweight | Overweight | Maintain | Apr 15, 2025 |
| B of A Securities | Buy | Buy | Maintain | Feb 14, 2025 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jan 9, 2025 |
| Bernstein | Market Perform | Outperform | Downgrade | Oct 22, 2024 |
| Jefferies | Buy | Buy | Maintain | Oct 16, 2024 |
| William Blair | Market Perform | Outperform | Downgrade | Sep 25, 2024 |
| Monness, Crespi, Hardt | Buy | Buy | Maintain | Sep 25, 2024 |
| BTIG | Neutral | Buy | Downgrade | Sep 25, 2024 |
| B. Riley Securities | Buy | Buy | Maintain | Sep 25, 2024 |
| Wedbush | Outperform | Outperform | Maintain | Jan 10, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 18, 2023 |
| Redburn Atlantic | Sell | Neutral | Downgrade | Sep 18, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Sep 8, 2023 |
| Atlantic Equities | Neutral | Neutral | Maintain | Oct 12, 2022 |
| Deutsche Bank | Buy | Buy | Maintain | Aug 2, 2022 |
| Rosenblatt | Buy | Buy | Maintain | Feb 11, 2022 |
| Loop Capital | Buy | Buy | Maintain | Jan 4, 2022 |
| Northcoast Research | Buy | Neutral | Upgrade | Dec 22, 2021 |
| Compass Point | Buy | Buy | Maintain | Sep 17, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 7, 2020 |
| CFRA | Hold | Hold | Maintain | Feb 12, 2020 |
| Nomura | Reduce | Reduce | Maintain | Aug 6, 2019 |
| Guggenheim | Buy | Neutral | Upgrade | May 30, 2019 |
| Buckingham Research | Buy | Buy | Maintain | Aug 3, 2018 |
| Buckingham | Buy | Buy | Maintain | Aug 3, 2018 |
| PiperJaffray | Overweight | Neutral | Upgrade | Mar 2, 2018 |
| Piper Sandler | Overweight | Neutral | Upgrade | Mar 2, 2018 |
| Bank of America | Buy | Buy | Maintain | Sep 12, 2017 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Nov 4, 2016 |
| Stifel | Buy | Hold | Upgrade | Nov 4, 2016 |
| Keefe Bruyette & Woods | Outperform | Outperform | Maintain | Jul 29, 2016 |
| Cowen & Co. | Outperform | Outperform | Maintain | Apr 7, 2016 |
| Sterne Agee CRT | Buy | Buy | Maintain | Dec 17, 2015 |
| Macquarie | Outperform | Outperform | Maintain | Jul 28, 2015 |
| CLSA | Underperform | Underperform | Maintain | May 20, 2015 |
| First Analysis | Overweight | Equal Weight | Upgrade | Apr 10, 2015 |
| Topeka | Hold | Hold | Maintain | Apr 2, 2015 |
| Sterne Agee | Neutral | Neutral | Maintain | Sep 16, 2014 |
| Janney Montgomery Scott | Buy | Neutral | Upgrade | Oct 2, 2013 |
| Janney Capital | Buy | Neutral | Upgrade | Oct 2, 2013 |
| Credit Agricole | Underperform | Outperform | Downgrade | Apr 3, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $86.84. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Truist Financial | Analyst unavailable | $79 | $77.86 | -9.0% | Jul 24, 2026 |
| Morgan Stanley | Analyst unavailable | $100 | $77.82 | +15.2% | Jul 20, 2026 |
| Wells Fargo | Analyst unavailable | $95 | $73.01 | +9.4% | Jul 9, 2026 |
| Barclays | Analyst unavailable | $81 | $77.59 | -6.7% | Jul 8, 2026 |
| Morgan Stanley | Analyst unavailable | $65 | $66.88 | -25.1% | Jun 22, 2026 |
| Susquehanna | Analyst unavailable | $111 | $74.03 | +27.8% | Jun 3, 2026 |
| UBS | Timothy Chiodo | $80 | $70.85 | -7.9% | May 7, 2026 |
| Stephens | Charles Nabhan | $80 | $69.63 | -7.9% | May 7, 2026 |
| Truist Financial | Analyst unavailable | $81 | $66.8 | -6.7% | Apr 24, 2026 |
| BMO Capital | Andrew Bauch | $76 | $71.59 | -12.5% | Apr 21, 2026 |
| RBC Capital | Daniel Perlin | $82 | $65.07 | -5.6% | Apr 8, 2026 |
| Goldman Sachs | Analyst unavailable | $88 | $74.8 | +1.3% | Mar 9, 2026 |
| Cantor Fitzgerald | Ramsey El-Assal | $88 | $80.01 | +1.3% | Feb 23, 2026 |
| RBC Capital | Analyst unavailable | $97 | $80.01 | +11.7% | Feb 19, 2026 |
| UBS | Timothy Chiodo | $87 | $81.26 | +0.2% | Feb 19, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $80 | $75.44 | -7.9% | Jan 26, 2026 |
| UBS | Tim Chiodo | $93 | $73.81 | +7.1% | Jan 21, 2026 |
| Truist Financial | Analyst unavailable | $85 | $73.92 | -2.1% | Jan 20, 2026 |
| Deutsche Bank | Analyst unavailable | $80 | $77.47 | -7.9% | Jan 14, 2026 |
| Seaport Global | Analyst unavailable | $109 | $77.47 | +25.5% | Jan 14, 2026 |
| Raymond James | John Davis | $105 | $79.31 | +20.9% | Nov 4, 2025 |
| Wells Fargo | Analyst unavailable | $103 | $87.66 | +18.6% | Oct 21, 2025 |
| RBC Capital | Daniel Perlin | $93 | $82.76 | +7.1% | Aug 7, 2025 |
| Wells Fargo | Andrew Bauch | $77 | $71.39 | -11.3% | Apr 22, 2025 |
| Williams Trading | Trevor Williams | $75 | $69.46 | -13.6% | Apr 18, 2025 |
| Stephens | Charles Nabhan | $120 | $105.71 | +38.2% | Jan 10, 2025 |
| Goldman Sachs | Will Nance | $122 | $112.28 | +40.5% | Jan 9, 2025 |
| Barclays | Ramsey El-Assal | $135 | $115.76 | +55.5% | Dec 17, 2024 |
| BMO Capital | Rufus Hone | $125 | $103.33 | +43.9% | Oct 31, 2024 |
| Bernstein | Harshita Rawat | $112 | $99.98 | +29.0% | Oct 22, 2024 |
| Stephens | Charles Nabhan | $125 | $101.62 | +43.9% | Oct 18, 2024 |
| Jefferies | Trevor Williams | $120 | $102.85 | +38.2% | Oct 16, 2024 |
| RBC Capital | Daniel Perlin | $143 | $98.65 | +64.7% | Oct 4, 2024 |
| Barclays | Ramsey El-Assal | $120 | $101.02 | +38.2% | Sep 29, 2024 |
| Evercore ISI | Jonathan Chappell | $247 | $96.99 | +184.4% | Sep 25, 2024 |
| Monness | Gus Gala | $155 | $103.81 | +78.5% | Sep 25, 2024 |
| B.Riley Financial | Hal Goetsch | $194 | $103.81 | +123.4% | Sep 25, 2024 |
| BMO Capital | Rufus Hone | $122 | $103.81 | +40.5% | Sep 25, 2024 |
| Morgan Stanley | James Faucette | $156 | $103.81 | +79.6% | Sep 25, 2024 |
| KeyBanc | Alex Markgraff | $135 | $103.81 | +55.5% | Sep 25, 2024 |
| Barclays | Ramsey El-Assal | $145 | $103.81 | +67.0% | Sep 25, 2024 |
| Robert W. Baird | David Koning | $150 | $112.07 | +72.7% | Sep 18, 2024 |
| Citigroup | Ashwin Shirvaikar | $145 | $112.18 | +67.0% | Sep 17, 2024 |
| Williams Trading | Trevor Williams | $130 | $108.65 | +49.7% | Aug 21, 2024 |
| BMO Capital | Rufus Hone | $126 | $101.94 | +45.1% | Aug 8, 2024 |
| Susquehanna | James Friedman | $147 | $99.46 | +69.3% | Aug 8, 2024 |
| Stephens | Charles Nabhan | $130 | $99.46 | +49.7% | Aug 8, 2024 |
| RBC Capital | Daniel Perlin | $158 | $99.46 | +81.9% | Aug 8, 2024 |
| Wells Fargo | Andrew Bauch | $100 | $96.68 | +15.2% | Jun 12, 2024 |
| Mizuho Securities | Dan Dolev | $105 | $110.19 | +20.9% | May 15, 2024 |
| KeyBanc | Alex Markgraff | $145 | $109.06 | +67.0% | May 2, 2024 |
| Robert W. Baird | David Koning | $182 | $125.92 | +109.6% | Apr 8, 2024 |
| Wolfe Research | Darrin Peller | $170 | $133.66 | +95.8% | Apr 1, 2024 |
| Evercore ISI | David Togut | $185 | $136.5 | +113.0% | Feb 2, 2024 |
| Goldman Sachs | Will Nance | $120 | $111.64 | +38.2% | Feb 10, 2023 |
| RBC Capital | Daniel Perlin | $156 | $114.4 | +79.6% | Nov 1, 2022 |
| Atlantic Equities | Kunaal Malde | $130 | $107.81 | +49.7% | Oct 12, 2022 |
| Morgan Stanley | Analyst unavailable | $156 | $128.19 | +79.6% | May 3, 2022 |
| Mizuho Securities | Analyst unavailable | $148 | $124.36 | +70.4% | May 3, 2022 |
| Barclays | Analyst unavailable | $160 | $124.36 | +84.2% | May 3, 2022 |
| Loop Capital Markets | Hal Goetsch | $196 | $146.41 | +125.7% | Feb 11, 2022 |
| RBC Capital | Daniel Perlin | $197 | $145.24 | +126.9% | Feb 10, 2022 |
| Rosenblatt Securities | Sean Horgan | $200 | $145.24 | +130.3% | Feb 10, 2022 |
| Truist Financial | Andrew Jeffrey | $175 | $149.91 | +101.5% | Jan 7, 2022 |
| Susquehanna | James Friedman | $240 | $150.96 | +176.4% | Jan 6, 2022 |
| Deutsche Bank | Bryan Keane | $222 | $146.13 | +155.6% | Jan 5, 2022 |
| Northcoast Research | Kartik Mehta CFA | $160 | $134.58 | +84.2% | Dec 22, 2021 |
| Wedbush | Moshe Katri | $150 | $123.43 | +72.7% | Dec 20, 2021 |
| Bank of America Securities | Jason Kupferberg | $185 | $127.82 | +113.0% | Dec 17, 2021 |
| Barclays | Ramsey El Assal | $182 | $125.31 | +109.6% | Dec 10, 2021 |
| UBS | Rayna Kumar | $161 | $125.02 | +85.4% | Nov 17, 2021 |
| Oppenheimer | Dominick Gabriele | $195 | $136.22 | +124.6% | Nov 5, 2021 |
| Wolfe Research | Darrin Peller | $200 | $134.34 | +130.3% | Nov 3, 2021 |
| MoffettNathanson | Lisa Elis | $190 | $134.34 | +118.8% | Nov 3, 2021 |
| Cowen & Co. | Georgios Mihalos | $233 | $131.83 | +168.3% | Nov 2, 2021 |
| Citigroup | Ashwin Shirvaikar | $247 | $168.66 | +184.4% | Aug 3, 2021 |
| Credit Suisse | Timothy Chiodo | $225 | $198.97 | +159.1% | May 5, 2021 |
Track every rating change on GPN the moment it posts. Free to start.
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prior-close to event-session close
Stock move
+0.2%
Event window
SPY move
+1.4%
Same window
Abnormal move
-1.2%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-2.6%
Up to 20 sessions
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Try FN2 freeTranscript intelligence
What changed
Q1 FY2026 was the first full quarter with Worldpay integrated. Revenue grew 5.5% YoY to $2.86B, beating consensus by approximately $44M. Adjusted EPS of $2.96 exceeded estimates by 6.5%, with margin expansion to 39.9%. Genius platform bookings jumped over 25% QoQ and yields rose 30%. Worldpay integration is ahead of schedule, with 8% YoY booking growth from combined distribution and early synergies within 100 days of close. A new $500M accelerated share repurchase was launched, bringing Q1 capital returns to $600M. New partnerships include Subway (Genius Kitchen), Lightspeed DMS, Erste Bank, and Peoples Bank. Capex outlook shifted from stable to increasing.
Guidance delta
Full-year 2026 guidance was reaffirmed at approximately 5% constant-currency revenue growth, 150bps margin expansion, and EPS of $13.80 to $14. Leverage target of 3x by 2027 was maintained. New detail emerged on revenue synergies: $200M targeted by 2028, with initial contributions expected in 2027 from extending Genius to Worldpay's FI partner channel. Capex outlook increased from stable to maintaining approximately $1B (about 8% of net revenue).
Key takeaways
- Adjusted net revenue of $2.86B grew 5.5% YoY, exceeding consensus by approximately $44M.
- Adjusted EPS of $2.96 topped estimates by 6.5%, driven by 110bps of operating margin expansion to 39.9%.
- Genius platform bookings up over 25% QoQ and yields up 30%, signaling accelerating adoption across SMB and enterprise verticals.
- Worldpay integration ahead of schedule with early synergies realized within 100 days and 8% YoY booking growth from combined distribution.
- $600M returned to shareholders in Q1 including a new $500M ASR, tracking toward the $7.5B capital-return target through 2027.
- Full-year 2026 guidance reaffirmed: approximately 5% constant-currency revenue growth, 150bps margin expansion, and EPS of $13.80 to $14.
Management priorities
- Complete Genius platform rollout in Germany, Austria, and additional international markets.
- Extend Genius to Worldpay's FI partner channel, targeting initial revenue contributions in 2027.
- Deliver $200M in revenue synergies by 2028 from cross-selling Worldpay distribution channels.
- Finalize target technology architecture by mid-year and accelerate product velocity via Fast Track Studio.
- Maintain approximately $1B capex budget (about 8% of net revenue) and pursue AI-driven efficiency projects.
- Continue capital returns toward the $7.5B target through 2027, including share repurchases and dividends.
Related earnings events
Financial ServicesHIG · FY2026 Q2 · Calendar Q3 2026The Hartford Beats on Q2 Core Earnings, Divests Hartford Funds, Expands Buyback to $4.2BAXP · FY2026 Q2 · Calendar Q3 2026AXP Q2 2026: Platinum Card Drives 10% Revenue Growth, Full-Year Guidance RaisedHBAN · FY2026 Q2 · Calendar Q3 2026Huntington Bancshares Q2 2026: Strong Organic Growth, EPS Miss on Deposit Cost Pressure
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-31T02:01:24.242123+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T02:01:24.239709+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.