Every material Form 8-K Global Payments filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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