Global Payments Q1 2025 Earnings Report
Key Takeaways
Global Payments delivered steady results in Q1 2025, posting GAAP revenue of $2.41B, adjusted EPS of $2.82, and net income of $305.7M while advancing key strategic initiatives including the acquisition of Worldpay.
Adjusted EPS excluding share-based compensation reached $2.82
Adjusted net revenue increased to $2.2048B, reflecting 5% growth on a constant currency basis excluding dispositions
GAAP net income attributable to Global Payments was $305.7M
Company reaffirmed full-year guidance and highlighted momentum in transformation efforts and Worldpay integration readiness
Global Payments
Global Payments
Global Payments Revenue by Segment
Forward Guidance
Global Payments reaffirmed its full-year 2025 guidance with expectations of 5–6% constant currency adjusted net revenue growth (excluding dispositions) and 10–11% adjusted EPS growth.
Positive Outlook
- Reaffirmed full-year constant currency revenue and EPS growth guidance
- Expected operating margin expansion of 50 basis points
- Ongoing transformation and simplification of the business model
- Confidence in synergy capture from Worldpay acquisition
- Launch of new platform 'Genius' expected to enhance capabilities
Challenges Ahead
- Incremental economic uncertainty remains a macro risk
- Integration of Worldpay could face execution complexity
- Issuer Solutions divestiture may impact segment diversity
- Elevated share-based compensation and transformation expenses
- Continued pressure on certain international markets due to FX