Every material Form 8-K Global Payments has filed with the SEC since April 28, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
On March 5, 2026, Global Payments agreed to sell $500 million of 4.550% Senior Notes due 2028 and $500 million of 5.400% Senior Notes due 2033 in a public offering, totaling $1 billion. The offering is expected to close on March 12, 2026, subject to customary closing conditions, and adds debt that the company will need to service.
Total offering of $1 billion: $500 million of 4.550% notes due 2028 and $500 million of 5.400% notes due 2033
Underwriting agreement dated March 5, 2026, with Barclays Capital Inc., BofA Securities, Inc. and J.P. Morgan Securities LLC as representatives
Expected closing date is March 12, 2026, subject to customary closing conditions
Global Payments reported fourth-quarter 2025 results with GAAP diluted EPS of $0.92, down from $2.25 a year earlier, while adjusted EPS rose 12% to $3.18. The company also guided to 2026 adjusted EPS of $13.80 to $14.00, authorized $2.5 billion in share repurchases including a $550 million accelerated plan, and named a new director and chief accounting officer.
Q4 2025 GAAP revenue was $1.90 billion, down 0.1% from a year earlier, and GAAP diluted EPS was $0.92 versus $2.25.
Adjusted net revenue was $2.32 billion, up 1.4%, and adjusted EPS was $3.18 versus $2.85.
2026 outlook calls for adjusted EPS of $13.80 to $14.00, growth of 13% to 15%; the board authorized $2.5 billion in share repurchases, with a $550 million accelerated share repurchase.
Jennifer Bozeman Whyte becomes chief accounting officer effective March 1, 2026; Vivek Sankaran joins the board effective February 19, 2026.
Global Payments disclosed that Chief Accounting Officer David Sheffield will retire effective March 1, 2026, and that Chief Administrative Officer David Green resigned for good reason as of January 9, 2026. The company expects to name a successor Chief Accounting Officer before Sheffield's retirement date, and both departures are stated as not involving any disagreement with the company.
David Sheffield, EVP and Chief Accounting Officer, will retire effective March 1, 2026; he remains in role until then
David Green, Senior EVP and Chief Administrative Officer, resigned for good reason, effective as of January 9, 2026
Green will stay in a non-executive role briefly to help with the transition and receive payments under his employment agreement
The filing states neither departure stems from a disagreement on operations, policies, practices or accounting
Global Payments said on January 12, 2026 that it completed its acquisition of Worldpay from FIS and GTCR and sold its Issuer Solutions business to FIS. The filing also issued stock to GTCR, which now holds approximately 15.45% of Global Payments common stock, and set lock-up, standstill and registration terms for those shares. Shareholders face a larger share count and a new ownership stake, and the company said it expects to reduce adjusted net leverage to 3.0x within 18 to 24 months.
Acquisition of Worldpay and divestiture of Issuer Solutions to FIS completed, announced January 12, 2026
Stock Consideration issued to GTCR on January 9, 2026; GTCR now holds approximately 15.45% of outstanding common stock
Lock-up: 35% of GTCR's shares released 12 months after closing, 15% at 15 months, remainder at 18 months
Company expects to reduce adjusted net leverage to 3.0x within 18 to 24 months and plans to invest over $1 billion annually
Global Payments completed the sale of $6.2 billion in senior notes in four series maturing from 2028 to 2035, with coupons from 4.500% to 5.550%. The company said the proceeds will fund cash payments, repay certain Worldpay debt and cover transaction costs for its pending Worldpay acquisition, and it reduced its $7.7 billion bridge facility to zero.
Four note series: $1.75 billion 4.500% notes due November 15, 2028; $1.7 billion 4.875% notes due 2030; $1.0 billion 5.200% notes due 2032; $1.75 billion 5.550% notes due 2035
Proceeds are intended for cash payments and repayment of certain Worldpay debt tied to the Worldpay Acquisition, transaction costs and general corporate purposes
The $7.7 billion 364-day bridge loan commitments from JPMorgan Chase Bank, N.A. and other parties were reduced to zero and terminated at closing
If the Worldpay Acquisition is not completed by five business days after April 16, 2027 or the outside date as extended, the 2028, 2030 and 2032 notes must be redeemed at 101% of principal
Global Payments entered an underwriting agreement on November 6, 2025, to sell four series of senior notes in a public offering totaling $6.2 billion in principal. The offering is expected to close on November 14, 2025, subject to customary closing conditions. The filing describes new debt issued by the company and does not report a change in earnings or guidance.
Four series of senior notes: $1.75 billion 4.500% due 2028, $1.7 billion 4.875% due 2030, $1.0 billion 5.200% due 2032, and $1.75 billion 5.550% due 2035
Underwriters include J.P. Morgan Securities LLC, BofA Securities, Inc. and Barclays Capital Inc.
Offering is registered under a Form S-3 filed with the SEC on November 5, 2025, and is expected to close on November 14, 2025
Global Payments reported third-quarter 2025 results, with GAAP diluted EPS of $2.64 versus $1.24 a year earlier and GAAP revenue of $2.01 billion, roughly flat. The company reaffirmed its full-year 2025 outlook and said the UK Competition and Markets Authority has cleared its Worldpay acquisition, with closing now expected in the first quarter of 2026.
GAAP diluted EPS was $2.64 versus $1.24 a year earlier; adjusted EPS was $3.26, up 11.8%.
GAAP revenue was $2.01 billion, up 0.5%; adjusted net revenue was $2.43 billion, up 3%.
Full-year 2025 outlook was reaffirmed, including 5% to 6% constant currency adjusted net revenue growth excluding dispositions.
The CMA cleared the Worldpay acquisition; the Worldpay deal and Issuer Solutions divestiture are now expected to close in the first quarter of 2026.
Global Payments expanded its board from 10 to 12 directors by appointing Patricia Watson and Archana Deskus, both effective immediately. Under an agreement with Elliott Investment Management, the company also plans to appoint one more independent director by or immediately following its 2026 annual meeting and create an ad-hoc Integration Committee to oversee the Worldpay integration.
Board increased from 10 to 12 directors on September 24, 2025; Patricia Watson and Archana Deskus appointed effective immediately
Company agreed with Elliott Investment Management to appoint an additional mutually agreed independent director by or immediately following the 2026 annual meeting
New Integration Committee will oversee integration of Worldpay following completion of the pending acquisition
Global Payments reported second quarter 2025 results, with adjusted diluted EPS up 11% to $3.10 while GAAP diluted EPS fell 32.7% to $0.99 and GAAP revenue fell 0.7% to $1.96 billion. The company now expects 2025 adjusted EPS growth at the high end of its 10% to 11% range and reaffirmed 5% to 6% constant currency adjusted net revenue growth, excluding dispositions, while planning a $500 million accelerated share repurchase.
GAAP diluted EPS was $0.99 versus $1.47 a year earlier; adjusted diluted EPS was $3.10 versus $2.80, up 10.7%.
GAAP revenue was $1.96 billion, down 0.7%; adjusted net revenue was $2.36 billion, up 1.6%.
Adjustments included a $33.2 million noncash goodwill impairment tied to the Issuer Solutions divestiture.
Worldpay acquisition and Issuer Solutions divestiture cleared HSR review and remain on track to close in the first half of 2026.
Global Payments entered a $7.25 billion unsecured revolving credit agreement with Bank of America as administrative agent, replacing its August 2022 credit agreement. Of the facility, $5.75 billion is available now and $1.5 billion more will become available when the previously announced Worldpay Holdco acquisition closes. The company also reduced its committed bridge loan facility for that acquisition from $7.7 billion to $6.2 billion, which adds borrowing capacity tied to the deal's financing.
$7.25 billion revolving credit facility dated May 15, 2025, with $5.75 billion available at closing and $1.5 billion more upon closing of the Worldpay acquisition
Facility matures on the fifth anniversary of the closing date, with up to two one-year extensions
Initial applicable margin of 1.375% over the reference rate, varying from 1.000% to 1.750% by credit rating
Bridge loan commitments reduced from $7.7 billion to $6.2 billion on May 15, 2025
Global Payments reported first-quarter 2025 results, with GAAP revenue of $2.41 billion, roughly flat from $2.42 billion a year earlier, and GAAP diluted EPS of $1.24, up from $1.22. The company reaffirmed its 2025 outlook, which calls for constant currency adjusted net revenue growth of 5% to 6% and adjusted EPS growth of 10% to 11%, and it said it is pursuing its previously announced Worldpay acquisition and Issuer Solutions divestiture.
GAAP revenue was $2.41 billion versus $2.42 billion in Q1 2024, a 0.3% decline
GAAP diluted EPS was $1.24 versus $1.22 a year earlier; adjusted EPS including share-based compensation was $2.69, up 9%
2025 outlook reaffirmed: adjusted net revenue growth of 5% to 6% and adjusted EPS growth of 10% to 11%, constant currency, excluding dispositions
Board approved a $0.25 per share dividend payable June 27, 2025, to holders of record as of June 13, 2025
At its April 24, 2025 Annual Meeting, Global Payments shareholders elected all 10 director nominees and approved the Global Payments 2025 Incentive Plan and the amended and restated Employee Stock Purchase Plan. Shareholders also ratified Deloitte & Touche LLP as the independent accounting firm for 2025 and, in an advisory vote, approved the compensation of named executive officers for 2024.
Annual Meeting held April 24, 2025; every director nominee was elected, with the lowest vote in favor at 169,214,726 for John G. Bruno and 17,966,835 against.
Advisory vote on 2024 named executive officer compensation: 159,207,685 in favor and 27,816,574 against.
Deloitte & Touche LLP ratified for the year ending December 31, 2025: 194,705,282 in favor and 18,165,736 against.
2025 Incentive Plan approved with 175,111,685 in favor; ESPP approved with 182,885,987 in favor.
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