Global Payments Q3 FY2026: adjusted EPS $3.58, outlook reaffirmed
Global Payments posted adjusted EPS of $3.58, about $0.03 under the $3.6109 consensus, and left full-year guidance exactly where it was. Reported revenue jumped 63.7% to $3.31 billion, but the Worldpay acquisition did nearly all of that work, not existing customers. Read the GAAP-to-adjusted gap and the cash flow line before the headline percentages.
1 · Expected vs. Actual
Free preview belowAdjusted EPS of $3.58 rose 10% and came in $0.03 below the $3.6109 consensus — a rounding-level miss. GAAP EPS was $1.06, down from $2.64, because the adjusted figure strips out $754.5 million of acquired-intangible amortization plus $343.7 million of integration, transformation and severance costs sitting in SG&A. That $2.52 gap between the two numbers is the running cost of digesting Worldpay.
GAAP revenue rose 63.7% to $3.31 billion from $2.02 billion, but the Worldpay deal rather than underlying demand drove the increase. Adjusted net revenue of $3.18 billion rose 31.0%, and management puts normalized growth at just over 4%. Gross margin fell to 60.8% from 72.3% a year earlier as lower-margin acquired revenue was folded in.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-05
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