Global Payments Inc. reported adjusted net revenue of $2.32 billion for the fourth quarter of 2025, a 1.4% increase from $2.29 billion in Q4 2024 and a 6% rise on a constant‑currency basis excluding dispositions.
Full‑year 2025 adjusted net revenue totaled $9.32 billion, up 2% from $9.15 billion in 2024 and 6% on a constant‑currency basis.
Adjusted earnings per share attributable to Global Payments were $3.18 for the quarter, beating the consensus estimate of $3.16 by $0.02 (0.63%). Full‑year adjusted EPS was $12.22, surpassing the $11.55 estimate by $0.67 (5.8%).
Adjusted operating margin expanded to 44.7% in Q4, up 80 basis points from 43.9% in the prior year, and 45.0% for the year, reflecting disciplined cost management and the impact of the Worldpay acquisition and Issuer Solutions divestiture.
The company confirmed a quarterly dividend of $0.25 per share, payable March 30, 2026, and announced a $2.5 billion share‑repurchase authorization, including a $550 million accelerated share‑repurchase program to be executed in 2026.
Management projected adjusted EPS for 2026 in the range of $13.80 to $14.00, a notable upside over prior guidance, and reiterated its commitment to return over $2 billion to shareholders in 2026 through buybacks and dividends, while reaffirming a 2027 capital‑return target of $7.5 billion.
CEO Cameron Bready highlighted that 2025 was a transformative year, with the completion of the Worldpay acquisition and the divestiture of Issuer Solutions positioning the company as a pure‑play merchant‑solutions provider. He noted that Merchant Solutions grew more than 6% in 2025, underscoring the strength of the core business.
Investors responded positively to the results, citing the EPS beat, margin expansion, and robust 2026 outlook.
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