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Jun 30, 2025
Global Payments Q2 2025 Earnings Report
Global Payments reported second quarter 2025 results, with GAAP diluted EPS of $0.99 and adjusted EPS of $3.10, alongside GAAP revenue of $1.96 billion and adjusted net revenue of $2.36 billion.
Key Takeaways
Global Payments delivered second quarter 2025 results slightly ahead of expectations, driven by strong execution of its transformation program. The company reported GAAP diluted EPS of $0.99 and adjusted EPS of $3.10, an 11% constant currency increase. GAAP revenue was $1.96 billion, while adjusted net revenue increased 5% constant currency ex-dispositions to $2.36 billion. The acquisition of Worldpay and divestiture of Issuer Solutions are on track to close in the first half of 2026, with regulatory clearances progressing.
GAAP diluted EPS was $0.99, and adjusted EPS increased 11% constant currency to $3.10.
GAAP revenue was $1.96 billion, and adjusted net revenue increased 5% constant currency ex-dispositions to $2.36 billion.
Adjusted operating margin expanded 130 basis points to 44.6%.
The acquisition of Worldpay and divestiture of Issuer Solutions received HSR clearances and remain on track to close in the first half of 2026.
Revenue by Segment
Forward Guidance
Global Payments reaffirms its full-year 2025 constant currency adjusted net revenue growth outlook of 5% to 6%, excluding dispositions, and now expects adjusted earnings per share growth at the high end of 10% to 11%. The company also anticipates annual adjusted operating margin expansion to be slightly more than 50 basis points, excluding dispositions.
Positive Outlook
- Reaffirms full year 2025 constant currency adjusted net revenue growth outlook of 5% to 6%, excluding dispositions.
- Now expects adjusted earnings per share growth at the high end of 10% to 11% range for full year 2025.
- Expects annual adjusted operating margin expansion to be slightly more than 50 basis points, excluding dispositions.
- Worldpay acquisition and Issuer Solutions sale remain on track to close in the first half of 2026.
- Increased expected annual run-rate operating income benefit from operational transformation for the Merchant business to $650 million.
Historical Earnings Impact
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