Global Payments Reports Q3 2026 Results & Raises Worldpay Synergy Target

Executive Summary

On November 5, 2026, Global Payments Inc. (NYSE: GPN) furnished a Current Report on Form 8-K under Item 2.02 announcing financial results for the third quarter ended September 30, 2026.

Key Financial Highlights

• Revenues: GAAP revenues reached $3.31 billion, compared to $2.02 billion in Q3 2025 (reflecting the impact of the Worldpay acquisition and business dispositions). Adjusted net revenue was $3.18 billion, up approximately 31% reported and over 4% on a normalized basis.
• Profitability & Margins: Adjusted operating margin expanded 220 basis points on a normalized basis to 42.5%. GAAP operating income stood at $246.2 million.
• Earnings Per Share: GAAP diluted EPS was $1.06, while Adjusted EPS grew 10% year-over-year to $3.58.
• Integration Progress: Management raised expectations for annual run-rate expense synergies from the Worldpay integration to $650 million.

Full-Year 2026 Outlook

Global Payments reaffirmed its full-year guidance:

• Adjusted Net Revenue Growth: Normalized, constant-currency growth of 4% to 5%.
• Adjusted EPS: $13.60 to $13.80.
• Operating Margin: Normalized adjusted operating margin expansion of approximately 150 basis points.
• Capital Return Plan: Targeted return of more than $2.0 billion to shareholders in 2026, with over $1.4 billion completed year-to-date.

Capital Allocation

The Board of Directors approved a quarterly dividend of $0.25 per share, payable on December 24, 2026, to shareholders of record as of December 10, 2026.