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Mar 31, 2025
Global Payments Q1 2025 Earnings Report
Global Payments reported solid Q1 2025 performance, with adjusted earnings growth and continued progress on strategic transformation.
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
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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