Global Payments Q2 2025: $0.99 EPS, $2.36 bln adj. net rev., 5% growth YoY.

• Global Payments reports Q2 2025 GAAP EPS of $0.99 and adjusted EPS of $3.10, up 11% • Q2 2025 GAAP revenue at $1.96 bln, adjusted net revenue at $2.36 bln, up 5% • Reaffirms full year 2025 adjusted net revenue growth outlook of 5-6% • Expects adjusted earnings per share growth at the high end of 10-11% • Receives HSR clearances for acquisition of Worldpay and divestiture of Issuer Solutions • Expected annual run-rate operating income benefit from operational transformation at $650 mln

Global Payments Inc. (NYSE: GPN) reported its second-quarter 2025 results, showcasing robust financial performance and reaffirming its outlook for the year. The company posted a GAAP diluted earnings per share (EPS) of $0.99 and an adjusted EPS of $3.10, representing an 11% increase over the same period last year [1].

Revenue for the quarter was $1.96 billion, approximately flat compared to the previous year, while adjusted net revenue stood at $2.36 billion, a 5% increase on a constant currency basis, excluding dispositions [1]. The company also reaffirmed its full-year 2025 adjusted net revenue growth outlook of 5% to 6%, excluding dispositions, and expects adjusted EPS growth at the high end of the 10% to 11% range [1].

Significant milestones include the receipt of Hart-Scott-Rodino (HSR) clearances for the acquisition of Worldpay and the divestiture of Issuer Solutions. The transactions remain on track to close in the first half of 2026 [1]. The company also expects an annual run-rate operating income benefit from its operational transformation for the Merchant business to be $650 million [1].

Josh Whipple, chief financial officer, commented on the company's performance: "We are pleased with our financial and operational performance in the second quarter, which was slightly better than our expectations and positions us well for the balance of the year" [1]. The company's outlook reflects solid forward momentum in executing its strategy and transformation agenda, as well as a macroeconomic backdrop consistent with the current environment [1].

References:
[1] https://www.stocktitan.net/news/GPN/global-payments-reports-second-quarter-2025-y7txqz5kywxo.html