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Mar 31, 2022

Global Payments Q1 2022 Earnings Report

Global Payments' business demonstrated resilience in Q1 2022, exceeding expectations despite macro headwinds, with Merchant Solutions showing ongoing momentum.

Key Takeaways

Global Payments Inc. reported strong Q1 2022 results, with performance exceeding expectations despite macro headwinds. Adjusted net revenues increased by 8% to $1.95 billion, and adjusted earnings per share increased by 14% to $2.07. The company reaffirmed its outlook for 2022, expecting adjusted net revenue to be in the range of $8.42 billion to $8.50 billion and adjusted earnings per share to be in the range of $9.45 to $9.67.

GAAP revenues were $2.16 billion, compared to $1.99 billion in the first quarter of 2021.

Adjusted net revenues increased 8% to $1.95 billion, compared to $1.81 billion in the first quarter of 2021.

Adjusted earnings per share increased 14% to $2.07, compared to $1.82 in the first quarter of 2021.

Adjusted operating margin of 41.1% expanded 50 basis points.

Total Revenue
$1.95B
Previous year: $1.81B
+7.8%
EPS
$2.07
Previous year: $1.82
+13.7%
Adjusted Operating Margin
41.1%
Previous year: 40.6%
+1.2%
Gross Profit
$1.2B
Previous year: $1.06B
+12.6%
Cash and Equivalents
$2.05B
Previous year: $2.08B
-1.8%
Total Assets
$45.4B
Previous year: $44.3B
+2.7%

Global Payments

Global Payments

Global Payments Revenue by Segment

Forward Guidance

For 2022, the company continues to expect adjusted net revenue to be in a range of $8.42 billion to $8.50 billion, reflecting growth of 9% to 10% (10% to 11% on a constant currency basis) over 2021, and adjusted earnings per share to be in a range of $9.45 to $9.67, reflecting growth of 16% to 19% (17% to 20% on a constant currency basis) over 2021. We are raising our expectation for annual adjusted operating margin for 2022 to expand by up to 125 basis points (up to 175 basis points excluding acquisitions), an increase from the prior outlook of up to 100 basis points (up to 150 basis points excluding acquisitions).

Revenue & Expenses

Visualization of income flow from segment revenue to net income