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Sep 30
Global Payments Q3 2025 Earnings Report
Global Payments reported its third quarter 2025 results, with GAAP diluted EPS of $2.64 and adjusted EPS of $3.26, alongside GAAP revenue of $2.01 billion and adjusted net revenue of $2.43 billion.
Key Takeaways
Global Payments delivered a strong third quarter, with sequential acceleration across key financial metrics. The company achieved significant growth in adjusted EPS and expanded its adjusted operating margin, driven by momentum in its Merchant business and strategic initiatives like the Genius platform. Regulatory approval for the Worldpay acquisition was secured, positioning the company for a pureplay merchant solutions focus in early 2026.
GAAP diluted EPS was $2.64, and adjusted EPS increased by 11% constant currency to $3.26.
GAAP revenue was $2.01 billion, while adjusted net revenue grew 6% constant currency ex-dispositions to $2.43 billion.
Adjusted operating margin expanded by 110 basis points to 45.0%.
The company reaffirmed its full-year 2025 outlook and expects to close the Worldpay acquisition and Issuer Solutions divestiture in Q1 2026.
Global Payments
Global Payments
Global Payments Revenue by Segment
Revenue by Segment
Merchant Solutions Revenue
CapyFin.comIssuer Solutions Revenue
CapyFin.com Forward Guidance
Global Payments reaffirmed its full-year 2025 outlook, expecting continued growth in adjusted net revenue and adjusted operating margin expansion, with adjusted EPS growth at the high end of the projected range.
Positive Outlook
- Constant currency adjusted net revenue growth is expected in the range of 5% to 6%, excluding dispositions.
- Annual adjusted operating margin expansion is projected to be more than 50 basis points, excluding dispositions.
- Constant currency adjusted earnings per share growth is anticipated to be at the high end of the 10% to 11% range.
- The acquisition of Worldpay and divestiture of Issuer Solutions are expected to close in the first quarter of 2026.
- The company achieved its adjusted net leverage target of 2.9-times, below the 3.0 times commitment by year-end.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the report for the full year 2025 outlook.
- The report does not provide specific negative financial targets or warnings for the upcoming periods.
- The company's forward-looking statements involve risks and uncertainties that could significantly affect financial condition and results.
- Actual events or results might differ materially from those expressed or forecasted in forward-looking statements.
- The company cannot guarantee that its plans and expectations will be achieved.