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Jun 30, 2024

Global Payments Q2 2024 Earnings Report

Reported an increase in GAAP diluted earnings per share and adjusted EPS, along with a rise in GAAP revenue and adjusted net revenue. The company reaffirmed its outlook for 2024 and announced a commerce technology partnership with Diamond Baseball Holdings.

Key Takeaways

Global Payments Inc. reported strong second-quarter results, with high single-digit adjusted net revenue growth (excluding Netspend divestiture) and double-digit adjusted earnings per share growth. The company also announced a new agreement with Diamond Baseball Holdings and new stadium partnerships with multiple UK football clubs.

GAAP diluted earnings per share increased by 40%, and adjusted EPS increased by 12%.

GAAP revenue increased by 5%, and adjusted net revenue increased by 6%.

The company reaffirmed its outlook for 2024.

Global Payments announced a commerce technology partnership with Diamond Baseball Holdings and renewed its issuer relationship with NatWest.

Total Revenue
$2.57B
Previous year: $2.2B
+16.6%
EPS
$2.93
Previous year: $2.62
+11.8%
Adjusted Operating Margin
45.2%
Previous year: 44.8%
+0.9%
Gross Profit
$1.63B
Previous year: $1.51B
+7.9%
Cash and Equivalents
$2.1B
Previous year: $1.92B
+9.3%
Free Cash Flow
$558M
Total Assets
$50.8B
Previous year: $48.2B
+5.4%

Global Payments

Global Payments

Global Payments Revenue by Segment

Forward Guidance

The company continues to expect adjusted net revenue to be in a range of $9.17 billion to $9.30 billion, reflecting growth of 6% to 7%, and adjusted earnings per share to be in a range of $11.54 to $11.70, reflecting growth of 11% to 12% over 2023. Annual adjusted operating margin for 2024 is still expected to expand by up to 50 basis points.

Challenges Ahead

  • Outlook continues to reflect the potential for a slightly more tempered economic environment in the second half of 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income