Global Payments Inc. reported its third quarter 2026 financial results, posting GAAP diluted earnings per share of $1.06 and adjusted EPS of $3.58. The company also reaffirmed its full-year 2026 outlook and increased its annual run-rate Worldpay integration expense synergy target to $650 million.
Third quarter 2026 GAAP diluted EPS was $1.06 and adjusted EPS was $3.58 on revenue of $3.31 billion.
Adjusted net revenue for the third quarter of 2026 reached $3.18 billion.
The company raised its annual run-rate Worldpay integration expense synergy target to $650 million.
Global Payments returned more than $1.4 billion in capital to shareholders year-to-date through September 30, 2026.
Global Payments reported second-quarter 2026 GAAP revenue of $3.32 billion and GAAP diluted EPS of $0.05, down from $0.99 a year earlier, while adjusted EPS rose 12% to $3.46. The company updated its 2026 outlook to adjusted EPS of $13.60 to $13.80 and normalized constant currency adjusted net revenue growth of about 4% to 5%, citing the Middle East conflict's effect on its travel portfolio. The filing also shows the Worldpay acquisition closed on January 9, 2026, and the results include large acquired-intangible amortization and integration costs.
GAAP diluted EPS was $0.05 versus $0.99 in Q2 2025; adjusted diluted EPS was $3.46, up 11.7%
GAAP revenue was $3.32 billion, up 68.6%; adjusted net revenue was $3.16 billion, up about 34%, or about 4% on a normalized basis
Full-year 2026 adjusted EPS outlook is $13.60 to $13.80; the company continues to expect more than $2 billion in capital returns in 2026
Board approved a $0.25 per share dividend payable September 25, 2026 to holders of record as of September 11, 2026
Global Payments reported a first-quarter 2026 GAAP net loss attributable to the company of $1.80 billion, or $6.59 per diluted share, driven mainly by a $1.59 billion loss from discontinued operations tied to the Issuer Solutions business. Adjusted EPS rose 10% to $2.96, and the company reaffirmed its 2026 adjusted EPS outlook of $13.80 to $14.00 while entering a $500 million accelerated share repurchase plan.
GAAP revenue was $2.97 billion, up from $1.82 billion a year earlier, and adjusted net revenue was $2.86 billion, up 29.5%.
Normalized adjusted net revenue rose about 5.5%, or 4.5% in constant currency.
The company entered a $500 million accelerated share repurchase plan and expects to return over $2 billion to shareholders in 2026 through repurchases and dividends.
The board approved a dividend of $0.25 per share, payable June 26, 2026 to holders of record as of June 12, 2026.
Global Payments completed a $1 billion offering of senior notes, split into $500 million due 2028 at 4.550% and $500 million due 2033 at 5.400%. The company plans to use the proceeds to repay its 4.800% notes due April 2026 in full and to pay down part of its revolving credit facility, which matures in May 2030. The filing describes new debt obligations and standard bond terms, with no earnings or guidance figures.
$500 million of 4.550% senior notes due March 15, 2028, and $500 million of 5.400% senior notes due March 15, 2033
Proceeds to repay in full the 4.800% notes due April 2026 and part of the 5-year revolving credit facility maturing May 2030
Interest paid semi-annually on March 15 and September 15, starting September 15, 2026
Notes rank equally with the company's other unsecured, unsubordinated debt
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