Earnings Releases·Nov 5, 2026, 7:02 AM ET

Global Payments — Third Quarter 2026 Earnings Summary

GAAP revenue surged 63.7% year-over-year to $3.31 billion, while adjusted net revenue grew 31% to $3.18 billion; adjusted diluted EPS rose 10% to $3.58, though GAAP diluted EPS declined 59.8% to $1.06 due to prior-year gains on business dispositions.
The company reaffirmed its full-year 2026 outlook, projecting normalized adjusted net revenue growth of 4% to 5% and adjusted EPS of $13.60 to $13.80, while raising annual run-rate Worldpay integration expense synergies to $650 million.
Strategic capital allocation includes a commitment to return over $2 billion to shareholders in 2026, with $1.4 billion already distributed year-to-date and a new quarterly dividend of $0.25 per share approved.
The Issuer Solutions segment was divested, resulting in zero revenue for the quarter compared to $550.8 million in the prior year, while the Enterprise and Platforms segments showed significant GAAP revenue increases of 435% and 122% respectively.
Balance sheet adjustments reflect the Worldpay acquisition, with total assets rising to $62.42 billion and long-term debt increasing to $21.08 billion as of September 30, 2026.