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Companies · GPN

GPN Reported this cycle

Global Payments

Atlanta, GA Founded 1967 Fintech & Payments

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Latest analysis

Updated Aug 5, 2026

Global Payments Q2 2026: Worldpay integration executing on plan, Middle East travel headwind forces full-year guide cut to 4-5% normalized growth

Global Payments delivered Q2 2026 adjusted net revenue of $3.16 billion, growing 4% on a normalized basis despite an approximately 100 basis point drag from Middle East conflict impacts on its travel portfolio. The Worldpay integration is ahead of schedule on organizational and technology architecture milestones, and Genius point-of-sale is generating measurable commercial momentum — new merchant locations up 50%+ year-over-year and bookings up more than 25% sequentially. The full-year normalized revenue growth outlook was trimmed to 4-5% from a prior assumption of slightly above 5% in the back half, as management elected to assume the Middle East travel headwind persists through year-end; adjusted EPS guidance of $13.60-$13.80 implies 11-13% growth and is supported by $150 basis points of expected operating margin expansion driven by Worldpay synergy realization.

Tone: mixed

Revenue

$7.7B

GPN 10-K · FY 2025

Employees

26,000

Revenue FY2024

$10.1B

Founded

1967

Profile

GPN 10-K Item 1 · Feb 20, 2026

Global Payments is a Fortune 500 payments technology company providing payment processing, merchant acceptance solutions, and business management software to customers across North America, Europe, Asia-Pacific, and Latin America. The company operates primarily through its Merchant Solutions segment following the divestiture of its Issuer Solutions business to FIS in January 2026. It simultaneously acquired Worldpay from FIS and GTCR, significantly reshaping its business mix.

Read filing description ↓

We are a leading payments technology company delivering innovative software and services to our customers globally, with worldwide reach spanning North America, Europe, Asia-Pacific and Latin America. The payments technology industry provides financial institutions, businesses and consumers with payment processing services, merchant acceptance solutions and related business management software and value-added services. Our technologies, services and team member expertise allow us to provide a broad range of solutions that enable our customers to operate their businesses more efficiently across a variety of channels around the world. Headquartered in Georgia with approximately 26,000 team members worldwide, Global Payments is a Fortune 500 company and is a member of the S&P 500. Through our Merchant Solutions segment, we provide payments technology and software solutions globally. Our payment technology solutions are similar around the world in that we enable our customers to accept card, check and digital-based payments. Our comprehensive offerings include, but are not limited to, authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting. In addition, we offer a wide array of business management software solutions, including specialty point-of-sale software, that streamline business operations to customers in numerous vertical markets. We also provide a variety of commerce enablement solutions and services, including data analytics and customer engagement, human capital management and payroll, accounts receivable automation, inventory management and reporting that assist our customers with driving demand and operating their businesses more efficiently.

Primary products

  • POS and Software Solutions
  • Integrated and Embedded Solutions
  • Core Payments Solutions
  • authorization, settlement and funding services
  • chargeback resolution
  • reconciliation and dispute management services

Business segments

Merchant Solutions

End markets

financial institutions businesses consumers restaurants retail education real estate communities health and fitness government healthcare

Geographies

North America Europe Asia-Pacific Latin America

Named customers

Domino's Pizza Aldi Morrisons Xplor

Named competitors

Fiserv, Inc. Chase Paymentech Solutions, LLC Elavon, Inc. Toast, Inc. Stripe, Inc. Shopify Inc. Block Inc. Worldline
“We seek to become the worldwide partner of choice for commerce solutions by providing our clients with a broad suite of world-class, differentiated products and services that make everyday commerce better.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Revenues for 2025 were essentially flat at $7,705.9 million compared to $7,736.0 million in the prior year, despite the effects of the dispositions of the AdvancedMD and Payroll Solutions businesses.

The rest of GPN is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 9 diligence answers 3 M&A transactions SWOT