Global Payments earnings date
MyStockButler's October 2026 analysis: Global Payments' next results are expected on November 5, 2026. For Global Payments, watch whether travel weakness remains within the revised assumptions.
What has Global Payments guided for 2026?
The weighted forecast reaches $102.57 in October 2027 and $175.75 in October 2029, hinging on profitable Worldpay integration, cash conversion and deleveraging. For 2026, management guides to adjusted EPS of $13.60–$13.80, normalized constant-currency adjusted net revenue growth excluding dispositions of 4%–5%, and adjusted operating-margin expansion of 150 basis points. It targets net leverage of 3x by the end of 2027 and $600 million of annual Worldpay expense synergies by the end of 2028.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| CC adjusted net revenue excluding dispositions | 2026 | 4.0% | 5.0% | Aug 5, 2026 |
| GAAP diluted EPS | 2026 | -187.0% | -185.0% | Aug 5, 2026 |
| CC adjusted EPS | 2026 | 11.0% | 13.0% | Aug 5, 2026 |
| normalized adjusted operating margin expansion (basis points) | 2026 | 150 | 150 | Aug 5, 2026 |
| return of capital to shareholders over the 2025 to 2027 time period | 2025–2027 | 7,500 | 7,500 | Aug 5, 2026 |
Has Global Payments kept its past promises?
Revenue has proved less predictable than cost control. Adjusted revenue missed its forecast in some checked years, while the adjusted-margin target was met in every checked year. That record makes the next question clear: can operational improvement reach reported profit and cash?
| What management forecast | Checked | Above | Within | Below |
|---|---|---|---|---|
| Adjusted net revenue | 4 years | 1 | 1 | 2 |
| Adjusted earnings per share | 4 years | 2 | 1 | 1 |
| Adjusted operating margin | 5 years | 2 | 3 | 0 |
What this means. Adjusted net revenue is a special combined measure that includes Worldpay and leaves out some payments, so it is not the company’s standard reported revenue.
How have Global Payments' revenue and profit trended?
The June quarter recovered from March’s operating loss, but comparable operating profit remained weaker and travel restrained growth.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Revenue | 3,320,791 | 2,969,682 | 3,188,948 | 3,290,282 | 3,301,774 | 3,033,207 |
| Operating income | 337,121 | -15,646 | 250,293 | 788,354 | 446,578 | 329,599 |
| Net income | 114,934 | -213,651 | 85,263 | -54,926 | ||
| EPS, diluted | 0.43 | -0.78 |
What this means. The capital spending number for June 2026 covers six months, not just that quarter, so it cannot be compared directly with the quarterly numbers.
What should you watch in Global Payments' next results?
The first checkpoint is November 5, 2026, when Global Payments reports third-quarter results. Investors should watch whether travel weakness remains within the revised assumptions and whether normalized revenue and margin support the full-year promises. An EPS beat paired with another revenue miss would leave the demand question unresolved.