Global Payments' Q2 adjusted revenue slightly misses estimates

Global Payments

05/08/2026 12:04

Overview
US payment technology firm's Q2 adjusted revenue rose 34% yr/yr, slightly missing analyst expectations
Adjusted EPS for Q2 rose 12% and beat analyst expectations

Outlook
Global Payments expects 2026 normalized adjusted net revenue growth of 4%–5%
Company sees 2026 adjusted EPS of $13.60–$13.80

Result Drivers
MIDDLE EAST CONFLICT - Co said ongoing conflict in the Middle East affected its travel portfolio
WORLDPLAY INTEGRATION - Co cited progress integrating Worldpay as helping serve clients and partners globally
GENIUS PLATFORM ADOPTION - Co said accelerating adoption of Genius platform contributed to momentum across markets

Company press release: ID:nBw51k8F7a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
 
$3.32 bln
 
Q2 Adjusted Revenue
Slight Miss*
$3.16 bln
$3.17 bln (25 Analysts)
Q2 Adjusted EPS
Beat
$3.46
$3.45 (28 Analysts)
Q2 EPS
 
$0.05
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 19 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Global Payments Inc is $85.00, about 3.7% below its August 4 closing price of $88.25
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

Reuters Recommended Reads
Aug 4 - Payments firm FIS shares slide after outlook cut 
Aug 4 - Marqeta Q2 revenue beats estimates on higher total processing volume
Aug 4 - Evertec beats Q2 profit estimates; raises outlook, buyback plan

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)