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Global Payments Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $3.23 |
| EPS actual | $3.26 |
| EPS Surprise | 0.93% |
| Revenue estimate | 2.323B |
| Revenue actual | 2.008B |
| Revenue Surprise | -13.57% |
| Release date | Aug 06, 2025 |
| EPS estimate | $3.05 |
| EPS actual | $3.10 |
| EPS Surprise | 1.64% |
| Revenue estimate | 2.36B |
| Revenue actual | 1.957B |
| Revenue Surprise | -17.07% |
| Release date | May 06, 2025 |
| EPS estimate | $2.68 |
| EPS actual | $2.82 |
| EPS Surprise | 5.22% |
| Revenue estimate | 2.201B |
| Revenue actual | 2.412B |
| Revenue Surprise | 9.60% |
| Release date | Feb 13, 2025 |
| EPS estimate | $2.98 |
| EPS actual | $2.95 |
| EPS Surprise | -1.01% |
| Revenue estimate | 2.308B |
| Revenue actual | 2.515B |
| Revenue Surprise | 8.98% |
Last 4 Quarters for Global Payments
Below you can see how GPN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 13, 2025 |
| Price on release | $104.13 |
| EPS estimate | $2.98 |
| EPS actual | $2.95 |
| EPS surprise | -1.01% |
| Date | Price |
|---|---|
| Feb 07, 2025 | $109.60 |
| Feb 10, 2025 | $109.62 |
| Feb 11, 2025 | $107.08 |
| Feb 12, 2025 | $108.83 |
| Feb 13, 2025 | $104.13 |
| Feb 14, 2025 | $105.63 |
| Feb 18, 2025 | $107.06 |
| Feb 19, 2025 | $106.56 |
| Feb 20, 2025 | $105.58 |
| 4 days before | -4.99% |
| 4 days after | 1.39% |
| On release day | 1.44% |
| Change in period | -3.67% |
| Release date | May 06, 2025 |
| Price on release | $79.28 |
| EPS estimate | $2.68 |
| EPS actual | $2.82 |
| EPS surprise | 5.22% |
| Date | Price |
|---|---|
| Apr 30, 2025 | $76.31 |
| May 01, 2025 | $76.58 |
| May 02, 2025 | $78.85 |
| May 05, 2025 | $79.25 |
| May 06, 2025 | $79.28 |
| May 07, 2025 | $78.89 |
| May 08, 2025 | $79.57 |
| May 09, 2025 | $80.50 |
| May 12, 2025 | $83.14 |
| 4 days before | 3.89% |
| 4 days after | 4.87% |
| On release day | -0.492% |
| Change in period | 8.95% |
| Release date | Aug 06, 2025 |
| Price on release | $85.54 |
| EPS estimate | $3.05 |
| EPS actual | $3.10 |
| EPS surprise | 1.64% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $79.95 |
| Aug 01, 2025 | $78.04 |
| Aug 04, 2025 | $78.89 |
| Aug 05, 2025 | $78.41 |
| Aug 06, 2025 | $85.54 |
| Aug 07, 2025 | $82.02 |
| Aug 08, 2025 | $81.00 |
| Aug 11, 2025 | $80.83 |
| Aug 12, 2025 | $82.39 |
| 4 days before | 6.99% |
| 4 days after | -3.68% |
| On release day | -4.12% |
| Change in period | 3.05% |
| Release date | Nov 04, 2025 |
| Price on release | $79.96 |
| EPS estimate | $3.23 |
| EPS actual | $3.26 |
| EPS surprise | 0.93% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $79.21 |
| Oct 30, 2025 | $78.69 |
| Oct 31, 2025 | $77.76 |
| Nov 03, 2025 | $77.10 |
| Nov 04, 2025 | $79.96 |
| Nov 05, 2025 | $79.20 |
| Nov 06, 2025 | $76.37 |
| Nov 07, 2025 | $76.03 |
| Nov 10, 2025 | $75.72 |
| 4 days before | 0.95% |
| 4 days after | -5.30% |
| On release day | -0.95% |
| Change in period | -4.41% |
Global Payments Earnings Call Transcript Summary of Q3 2025
Global Payments reported a solid Q3 2025 with accelerating top-line growth, margin expansion and strong free cash flow. Key operating results: adjusted net revenue of $2.43B (≈+6% constant currency, excluding dispositions), adjusted EPS of $3.26 (+11% constant currency) and adjusted free cash flow of ~$784M for the quarter. Merchant Solutions momentum is being driven by the new Genius POS/software platform (large share of sales to new customers, expanding into enterprise and international markets) and stronger signings in Integrated & Embedded payments. Issuer Solutions showed sequential acceleration, but the company remains committed to divesting Issuer Solutions concurrent with closing the Worldpay acquisition. Regulatory approval progress: the UK CMA approved the Worldpay acquisition and Global Payments now expects to close the Worldpay acquisition and divest Issuer Solutions in Q1 2026. Capital allocation: completed $500M ASR in Q3 (total repurchases ~$1.2B YTD), ended the quarter at 2.9x net leverage (below 3x target), and reiterated a plan to return ~$7.5B of cash to shareholders between 2025–2027 and to generate ~ $5B annual levered free cash flow by 2028 (pro forma). Management highlighted technology and sales transformations — unified orchestration/API strategy, AI-assisted engineering, sales comp changes and hiring 500 field sellers in North America — as primary drivers of future growth and efficiency. Full-year 2025 outlook reiterated: ~5–6% constant currency adjusted net revenue growth (ex-dispositions), >50 bps adjusted operating margin expansion (ex-dispositions), >90% adjusted free cash flow conversion and EPS growth at the high end of 10–11% (constant currency).
