--- title: "Global Payments | 8-K: FY2026 Q2 Revenue: USD 3.321 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/294954261.md" datetime: "2026-08-05T11:02:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294954261.md) - [en](https://longbridge.com/en/news/294954261.md) - [zh-HK](https://longbridge.com/zh-HK/news/294954261.md) --- # Global Payments | 8-K: FY2026 Q2 Revenue: USD 3.321 B Revenue: As of FY2026 Q2, the actual value is USD 3.321 B. EPS: As of FY2026 Q2, the actual value is USD 0.05, missing the estimate of USD 1.4038. EBIT: As of FY2026 Q2, the actual value is USD 104.28 M. ### Three Months Ended June 30, 2026 vs. June 30, 2025 #### Revenue - GAAP revenue was $3.32 billion, an increase of 68.6% compared to $1,969,287 thousand in the prior year period. - Adjusted net revenue increased approximately 34% to $3.16 billion. - On a normalized basis, adjusted net revenue increased 4%. #### Operating Income - GAAP operating income was $337,121 thousand, a decrease of 14.3% compared to $393,308 thousand in the prior year period. - Adjusted operating income increased 25.9% to $1,325,499 thousand compared to $1,052,749 thousand in the prior year period. #### Operating Margin - Adjusted operating margin expanded 70 basis points on a normalized basis to 42.0%. #### Operating Costs - Cost of service was $1,293,879 thousand, an increase of 157.9% compared to $501,772 thousand in the prior year period. - Selling, general and administrative expenses were $1,689,791 thousand, an increase of 62.3% compared to $1,041,256 thousand in the prior year period. #### Net Income Attributable to Global Payments Inc. - GAAP net income attributable to Global Payments Inc. was $12,971 thousand, a decrease of 94.6% compared to $241,640 thousand in the prior year period. - Adjusted net income attributable to Global Payments Inc. increased 23.9% to $934,305 thousand compared to $754,189 thousand in the prior year period. #### Capital Allocation - Global Payments Inc. returned $1.2 billion of capital to shareholders year-to-date. - The Board of Directors approved a dividend of $0.25 per share payable on September 25, 2026. #### Segment Performance (Non-GAAP Revenue) - **Enterprise**: $838,149 thousand, an increase of 468.2% compared to $147,502 thousand in the prior year period. - **Platforms**: $627,534 thousand, an increase of 183.8% compared to $221,119 thousand in the prior year period. - **SMB**: $1,512,621 thousand, an increase of 18.5% compared to $1,276,382 thousand in the prior year period. - **Issuer Solutions**: Revenue was -$0 thousand compared to $535,682 thousand in the prior year period, reflecting its divestiture. #### Segment Performance (Non-GAAP Operating Income) - **Enterprise**: $652,759 thousand, an increase of 475.8% compared to $113,364 thousand in the prior year period. - **Platforms**: $283,633 thousand, an increase of 112.2% compared to $133,646 thousand in the prior year period. - **SMB**: $891,218 thousand, an increase of 7.4% compared to $829,778 thousand in the prior year period. - **Issuer Solutions**: Operating income was -$0 thousand compared to $265,472 thousand in the prior year period, reflecting its divestiture. ### Six Months Ended June 30, 2026 vs. June 30, 2025 #### Revenue - GAAP revenues were $6,290,473 thousand, an increase of 66.0% compared to $3,789,605 thousand in the prior year period. - Adjusted net revenue increased 31.7% to $6,015,363 thousand compared to $4,566,061 thousand in the prior year period. #### Operating Income - GAAP operating income was $321,475 thousand, a decrease of 58.0% compared to $765,267 thousand in the prior year period. - Adjusted operating income increased 24.1% to $2,466,126 thousand compared to $1,986,636 thousand in the prior year period. #### Operating Costs - Cost of service was $2,567,493 thousand, an increase of 157.5% compared to $996,947 thousand in the prior year period. - Selling, general and administrative expenses were $3,401,505 thousand, an increase of 70.2% compared to $1,998,433 thousand in the prior year period. #### Net Income Attributable to Global Payments Inc. - GAAP net income attributable to Global Payments Inc. was -$1,786,907 thousand, a decrease of 426.5% compared to $547,374 thousand in the prior year period. - Adjusted net income attributable to Global Payments Inc. increased 22.8% to $1,743,241 thousand compared to $1,419,480 thousand in the prior year period. #### Cash Flow from Operating Activities - Net cash provided by operating activities was $373,798 thousand, a decrease from $1,372,649 thousand in the prior year period. ### Year Ended December 31, 2025 (Combined Global Payments Inc. and Worldpay) #### Total Revenues - Total GAAP Revenues: $12,814,209 thousand. - Total Non-GAAP Revenues: $12,094,767 thousand. #### Segment Revenues (GAAP) - Enterprise: $3,060,636 thousand. - Platforms: $2,389,910 thousand. - SMB: $6,437,074 thousand. - Other revenues: $926,589 thousand. #### Segment Revenues (Non-GAAP) - Enterprise: $3,054,952 thousand. - Platforms: $2,278,764 thousand. - SMB: $5,834,230 thousand. - Other revenues: $926,821 thousand. #### Total Operating Income - Total GAAP Operating Income: $1,814,824 thousand. - Total Non-GAAP Operating Income: $4,914,123 thousand. #### Segment Operating Income (GAAP) - Enterprise: $1,427,975 thousand. - Platforms: $680,557 thousand. - SMB: $2,820,884 thousand. - Corporate/Other: -$3,397,350 thousand. - Impairment of goodwill: -$33,218 thousand. - Gain on business disposition: $315,976 thousand. #### Segment Operating Income (Non-GAAP) - Enterprise: $2,391,416 thousand. - Platforms: $1,052,197 thousand. - SMB: $3,653,047 thousand. - Corporate/Other: -$2,182,537 thousand. #### Earnings Adjustments to Operating Income - Depreciation and amortization: $2,256,400 thousand. - Acquisition, integration, separation, and transformation expenses: $1,010,500 thousand. - Facilities exit charges: $19,300 thousand. - Employee termination benefits: $32,600 thousand. - Charges related to the resolution of a certain legal matter: $18,300 thousand. - Other items: $45,000 thousand. - Noncash goodwill impairment charge: $33,218 thousand. - Elimination of gain on business dispositions: -$315,976 thousand. ### Outlook/Guidance Global Payments Inc. expects normalized, constant currency adjusted net revenue growth of approximately 4% – 5% for the full year 2026. Adjusted earnings per share are projected to be $13.60 – $13.80 for the full year. The company anticipates normalized adjusted operating margin expansion of approximately 150 basis points for the full year and plans to return more than $2 billion of capital to shareholders in 2026. ### Related Stocks - [GPN.US](https://longbridge.com/en/quote/GPN.US.md) ## Related News & Research - [Global Payments announces Q3 2026 distribution of R$ 0.22 per unit, payable Oct. 1](https://longbridge.com/en/news/295131520.md) - [Global Payments' Q2 2026 Earnings: What to Expect](https://longbridge.com/en/news/293040313.md) - [Baker Hughes declares Q3 2026 dividend of R$ 0.81 per unit](https://longbridge.com/en/news/296392545.md) - [3M announces BRL 0.69 per unit dividend for Q3 2026](https://longbridge.com/en/news/296241022.md) - [Brookfield declares Q3 2026 distribution of R$ 0.07 per unit, payable Oct. 5](https://longbridge.com/en/news/296117609.md)