Global Payments Inc.

Global Payments Inc. Earnings Recaps

GPN Industrials 1 recap
Q3 2025 Nov 5, 2025

Global Payments reported strong third-quarter results, showcasing robust growth across its merchant business while advancing key strategic initiatives, including the upcoming Worldpay acquisition.

Key takeaways
  • Achieved 6% constant currency adjusted net revenue growth and 11% constant currency adjusted EPS growth year-over-year.
  • Adjusted free cash flow totaled $784 million, enabling a reduction in adjusted net leverage to 2.9x, below the targeted 3x.
  • Successful rollout of the Genius platform saw over 90% of sales to new customers, with monthly recurring revenue from new sales up 75% since June.
  • Regulatory approval for the Worldpay acquisition positions the company for a first-quarter 2026 closing, aligning with the timeline for divesting its Issuer Solutions business.
  • The company returned $500 million to shareholders through an accelerated share repurchase program.