Global Payments reported a transformative year in 2025, marked by the significant acquisition of Worldpay and the divestiture of Issuer Solutions, repositioning the company as a leading pure-play merchant solutions provider. The company demonstrated strong financial results, consistent with its commitments, and enhanced its cash flow generation profile, setting a foundation for sustained long-term value creation.
Adjusted EPS increased 11% (11% constant currency) to $3.18 for Q4 2025, and 10.8% to $12.22 for FY2025.
positiveAdjusted operating margin expanded 80 basis points to 44.7% in Q4 2025 and 97 basis points to 44.2% for FY2025.
positiveAnnounced a new share repurchase authorization of $2.5 billion and entered into a $550 million accelerated share repurchase plan.
positiveCompleted the acquisition of Worldpay and divestiture of Issuer Solutions ahead of schedule, repositioning the company as a leading pure-play merchant solutions provider.
positiveGAAP revenues decreased 0.1% to $1.90 billion in Q4 2025 and 0.4% to $7.71 billion for FY2025.
negativeGAAP operating income decreased 70.1% to $215.33 million in Q4 2025 and 11.1% to $1.75 billion for FY2025.
negativeGAAP net income attributable to Global Payments decreased 61.6% to $217.52 million in Q4 2025 and 10.8% to $1.40 billion for FY2025.
negativeGAAP diluted EPS attributable to Global Payments decreased 59.1% to $0.92 in Q4 2025 and 6.2% to $5.78 for FY2025.
negativeThe company is providing a 2026 outlook with GAAP diluted EPS expected to decrease 30% to 32%.
negativeMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total | CC |
|---|---|---|---|---|---|
Merchant Solutions | N/A | — | — | — | +1.1% |
Issuer Solutions | N/A | — | — | — | +4.5% |
| Total Revenue | $0.00M | — | — | 100.0% | — |
Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
2025 was a transformative year for Global Payments, marked by significant advancements in repositioning the business and delivering strong financial results.
The Worldpay acquisition is a pivotal moment, sharpening strategic focus as the world's leading commerce solutions provider.
Strategic actions in 2025 strengthened the foundation for sustainable growth and meaningfully enhanced cash-flow generation.
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