Global Payments reported third quarter 2026 adjusted earnings per share of $3.58, slightly ahead of the $3.57 analyst estimate. Adjusted net revenue reached $3.18 billion, hitting consensus expectations and reflecting a 31% year-over-year increase. Performance was bolstered by the successful integration of Worldpay, leading management to raise annual expense synergy targets while reaffirming its full-year 2026 outlook.
Key Highlights
- Adjusted net revenue of $3.18 billion grew 31% year-over-over, which represents more than 4% growth on a normalized basis.
- Adjusted operating margin expanded by 220 basis points on a normalized basis to 42.5%.
- Management raised its expectations for annual run-rate Worldpay integration expense synergies to $650 million.
- The company reaffirmed full-year 2026 guidance for adjusted EPS of $13.60 to $13.80 and normalized revenue growth of 4% to 5%.
- Year-to-date capital returns to shareholders exceeded $1.4 billion, with a full-year target of more than $2 billion.