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Dec 31, 2025
Global Payments Q4 2025 Earnings Report
Global Payments reported its fourth quarter and full year 2025 financial results, highlighting a transformative year with strategic acquisitions and divestitures, strong financial performance, and a positive outlook for 2026.
Key Takeaways
Global Payments Inc. announced strong fourth quarter and full year 2025 results, with adjusted EPS increasing 11% constant currency for the quarter and 11% for the full year. The company completed the acquisition of Worldpay and divestiture of Issuer Solutions, repositioning itself as a pure-play merchant solutions provider. A new share repurchase authorization of $2.5 billion was announced, along with a $550 million accelerated share repurchase plan.
Fourth quarter 2025 GAAP diluted EPS was $0.92, with adjusted EPS of $3.18, an 11% increase in constant currency.
Fourth quarter 2025 GAAP revenue was $1.90 billion, and adjusted net revenue was $2.32 billion, a 6% increase in constant currency ex-dispositions.
The company completed the acquisition of Worldpay and divestiture of Issuer Solutions, focusing its strategy on merchant solutions.
A new share repurchase authorization of $2.5 billion was announced, including a $550 million accelerated share repurchase plan.
Revenue by Segment
Forward Guidance
Global Payments expects continued strong performance in 2026, with projected constant currency adjusted net revenue growth of approximately 5% excluding dispositions, adjusted operating margin expansion of approximately 150 basis points, and adjusted earnings per share growth of 13% to 15%.
Positive Outlook
- Constant currency adjusted net revenue growth of approximately 5% excluding dispositions.
- Adjusted operating margin expansion of approximately 150 basis points.
- Adjusted earnings per share of $13.80 to $14.00, representing 13% to 15% growth.
- Expects to return over $2 billion of capital to shareholders through repurchases and dividends in 2026.
- Entering into a $550 million accelerated share repurchase agreement.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- The company is unable to address the probable significance of unavailable information for non-GAAP outlook measures.
- Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially.
Historical Earnings Impact
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