Zacks Investment Research·2d ago
Can Genius Emerge as a Key Growth Driver for Global Payments?GPN is ramping up Genius, integrating payments, POS and software to expand its reach among SMBs and drive recurring revenues.
Global Payments is undergoing a transformative period marked by a 69.7% YoY revenue surge in 2026Q2 to $3.3B, yet this rebound is clouded by a 13.5 percentage point gross margin decline to 61.0% and a net loss of -$8.7M, suggesting the growth may be non-organi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 69.7% YoY to $3.3B in 2026Q2, but gross margin compressed 13.5 points to 61.0% and operating margin fell to 10.2% from 31.8% in 2025Q3, indicating a loss of operating leverage.
The company has demonstrated consistent revenue and EPS growth, indicating strong financial performance.
Global Payments Inc. has shown strong cash flow, which supports its financial stability and growth potential.
Multiple bullish theses from analysts highlight the company's positive outlook and investment potential.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $3.46+0.6% vs $3.44 | $3.2B-0.1% vs $3.2B |
Q2 2026 May 6, 2026 | $2.96+6.5% vs $2.78 | $2.9B+1.5% vs $2.8B |
Q1 2026 Feb 18, 2026 | $3.18+0.6% vs $3.16 | $2.3B+0.6% vs $2.3B |
Q4 2025 Nov 4, 2025 | $3.26+0.9% vs $3.23 | $2.0B-16.7% vs $2.4B |
GPN is ramping up Genius, integrating payments, POS and software to expand its reach among SMBs and drive recurring revenues.
GPN's Worldpay integration is reshaping its growth strategy, with stronger margins and broader payment capabilities offering new avenues for expansion.
Global Payments (NYSE: GPN - Get Free Report) and Compass Diversified (NYSE: CODI - Get Free Report) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, institutional ownership and earnings. Profitability This table compares Global Payments and Compass
Markets are bracing for Friday's CPI data after a brutal week of selling across stocks, bonds, and crypto, and Wall Street analysts are already reshuffling their ratings on names like Dell, Shopify, Novo Nordisk, and Fortinet before the dust settles.
Benchmark GPN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Global Payments Inc. (GPN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $84.00 | $20.85B | 14.41 | -23.75% | 18.17% | 5.98% | 1.18% | |
| $34.67 | $17.92B | 46.23 | 5.43% | 27.15% | 22.56% | — | |
| $45.95 | $24.5B | 7.25 | 3.6% | 13.42% | 10.76% | — | |
| $184.54 | $6.29B | 21.79 | 1.24% | 12.56% | 28.22% | — | |
| $7.14 | $2.41B | 37.58 | 7.68% | 4.65% | 7.27% | — | |
| $27.57 | $1.7B | 12.53 | 10.21% | 9.8% | 13.43% | — |
Global Payments Inc. (GPN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Global Payments Inc. (GPN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 7, 2026·SEC
May 6, 2026·SEC
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Global Payments Inc. (GPN) stock FAQ — growth, dividends, profitability & financials explained
Global Payments Inc. (GPN) reported $10.19B in revenue for fiscal year 2025. This represents a 2898% increase from $340.0M in 1999.
Global Payments Inc. (GPN) saw revenue decline by 23.7% over the past year.
Global Payments Inc. (GPN) reported a net loss of $955.9M for fiscal year 2025.
Yes, Global Payments Inc. (GPN) pays a dividend with a yield of 1.18%. This makes it attractive for income-focused investors.
Global Payments Inc. (GPN) has a return on equity (ROE) of 6.0%. This is below average, suggesting room for improvement.
Global Payments Inc. (GPN) generated $822.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
