Global Payments Inc. (GPN) Earnings Call Transcripts
Global Payments Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of fiscal year 2026, Global Payments Inc. (GPN) reported adjusted net revenue of $3.16 billion, reflecting a normalized growth of 4%, despite a 100 basis point headwind from the ongoing Middle East conflict affecting their travel portfolio. Adjusted earnings per share (EPS) increased by 12% to $3.46, and the company maintained its guidance for full-year adjusted EPS growth of 11% to 13%, now expecting revenue growth of approximately 4% to 5%. Management emphasized the successful integration of Worldpay and the strong performance of their Genius platform as key drivers for future growth.
Reported metrics
| Metric | Value |
|---|---|
| Adjusted Net Revenue | $3.16B (beat) |
| Adjusted EPS | $3.46 (beat) |
| Adjusted Operating Margin | 43% (positive) |
| SMB Adjusted Net Revenue | $1.51B (inline) |
| Enterprise Adjusted Net Revenue | $838M (positive) |
| Platforms Adjusted Net Revenue | $628M (positive) |
Guidance from management
Management expects normalized constant currency adjusted net revenue growth of approximately 4% to 5% for the full year 2026, with adjusted EPS projected at $13.60 to $13.80, reflecting 11% to 13% growth.
What analysts pressed on
Analysts expressed concerns regarding the ongoing impact of the Middle East conflict on revenue, particularly in the travel sector. There were also inquiries about the pace of Genius adoption and its potential to drive higher yields in the SMB segment moving forward.
Main topics on the call
- Integration of Worldpay — Management highlighted the rapid progress in integrating Worldpay, noting that they have completed their operating model design and established a streamlined leadership structure. CEO Cameron Bready stated, "We are well ...
- Genius Platform Growth — The Genius platform is experiencing strong adoption, with a 30% increase in new merchant locations per sales professional and a 75% year-over-year increase in new customer yields. Bready mentioned, "Genius remains centra...
- Impact of Middle East Conflict — The ongoing conflict in the Middle East continues to impact the travel portfolio, contributing a 100 basis point headwind to revenue growth. CFO Josh Whipple noted, "This is in line with what we discussed on our first qu...
- Capital Return Commitment — Global Payments is on track to return over $2 billion to shareholders in 2026, having already returned approximately $550 million through share repurchases. Bready stated, "We are more than halfway to our over $2 billion...
Read the full Global Payments Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Global Payments Inc.
Global Payments Inc. (GPN) is a publicly listed company in the Financial Services industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 66 calls on record spanning February 12, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 66 Global Payments Inc. earnings call transcripts on record, spanning February 12, 2020 to August 5, 2026. Based on this history, Global Payments Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GPN
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Financial Services
- Calls on record
- 66
- First call
- February 12, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly