Global Payments Inc. (NYSE: GPN) has announced its financial results for the third quarter ended September 30, 2025, showcasing a significant acceleration in key financial metrics. CEO Cameron Bready expressed satisfaction with the company’s momentum as it continues to implement its transformation program, emphasizing the positive trajectory of their Merchant business and the successful launch of their innovative product, Genius.

2. Financial Highlights

The company reported robust financial performance for the third quarter, highlighted by the following metrics:

GAAP Revenues: $2.01 billion

Diluted EPS: $2.64

Operating Margin: 38.8%

Adjusted Net Revenues: Increased by 3% (6% when adjusted for constant currency and excluding dispositions) to $2.43 billion

Adjusted EPS: Increased by 12% (11% in constant currency) to $3.26

Adjusted Operating Margin: Expanded by 110 basis points to 45.0%

These figures reflect a solid financial foundation and a positive outlook as Global Payments navigates through a competitive landscape.

3. Strategic Developments

Bready highlighted the ongoing success of the Merchant business, with adjusted net revenue growth accelerating to 6% in constant currency. The strategic focus on the Genius platform has yielded positive results, with a notable increase in monthly sales since its launch, indicating strong market resonance.

Acquisition of Worldpay

In a significant development, Global Payments received merger control approval from the Competition & Markets Authority in the U.K. for its acquisition of Worldpay. This marks a critical regulatory milestone in the company’s strategic roadmap. Bready expressed optimism about completing these transactions, projecting that they will catalyze a transformation and create substantial value by positioning Global Payments as a pure-play merchant solutions provider. The acquisition, alongside the divestiture of Issuer Solutions, is expected to close in the first quarter of 2026.

4. Financial Outlook for 2025

Chief Financial Officer Josh Whipple provided an optimistic outlook for the remainder of 2025, indicating that the company expects:

Constant Currency Adjusted Net Revenue Growth: Between 5% to 6% excluding dispositions

Annual Adjusted Operating Margin Expansion: More than 50 basis points, excluding dispositions

Constant Currency Adjusted EPS Growth: Targeting the high end of the range between 10% to 11%

Additionally, Global Payments generated strong adjusted free cash flow of $784 million in the quarter, successfully reducing its adjusted net leverage to 2.9 times, below the previously targeted 3.0 times by year-end.

5. Capital Allocation and Shareholder Returns

In a move to return value to shareholders, Global Payments’ Board of Directors has approved a dividend of $0.25 per share, which is set to be payable on December 26, 2025, to shareholders of record as of December 12, 2025. This decision underscores the company’s commitment to maintaining a balanced approach to capital allocation while investing in growth opportunities.

6. Upcoming Conference Call

Global Payments will host a live audio webcast on November 4, 2025, at 8:00 a.m. ET, to discuss the financial results and business highlights in greater detail. Investors and analysts can access the webcast through the company’s investor relations page.

7. Conclusion

Global Payments Inc. appears to be on a robust path of growth and transformation, supported by strong quarterly results and strategic initiatives. As the company prepares for significant acquisitions and continues to innovate, it remains well-positioned to capitalize on emerging opportunities in the payments landscape, promising sustainable revenue growth and enhanced shareholder value in the future.

Original press release