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-organic.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $3.58+0.0% vs $3.58 | $3.2B+0.0% vs $3.2B |
Q3 2026 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 |
Global Payments NYSE: GPN reported higher adjusted earnings and expanding margins in the third quarter of 2026, as the payments company raised its Worldpay cost-savings target and reaffirmed its full-year outlook.
Global Payments tops Q3 earnings estimates, driven by strong Genius adoption and higher enterprise volumes, while expanding margins and progress on Worldpay integration support growth.
Global Payments Inc. (GPN) Q3 2026 Earnings Call Transcript
Although the revenue and EPS for Global Payments (GPN) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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 |
|---|---|---|---|---|---|---|---|
| $97.40 | $24.18B | -19.71 | -23.75% | -11.4% | -5.44% | 1.02% | |
| $28.73 | $14.85B | 4.29 | 5.43% | 26.77% | 22.29% | 5.68% | |
| $62.88 | $33.53B | -8.50 | 3.6% | -18.9% | -15.72% | — | |
| $182.22 | $6.21B | 15.58 | 1.24% | 14.05% | 32.33% | — | |
| $7.15 | $2.42B | 49.01 | 7.68% | 4.7% | 7.61% | — | |
| $33.55 | $2.07B | 21.43 | 10.21% | 9% | 12.9% | 0.59% |
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 $11.49B in revenue over the trailing twelve months. Revenue was $7.71B in fiscal year 2025. That is 2166% more than the $340.0M of fiscal year 1999.
Global Payments Inc. (GPN) grew revenue by 29.3% over the trailing twelve months, compared with the twelve months before.
No. Global Payments Inc. (GPN) reported a net loss of $1.31B over the trailing twelve months.
Yes. Global Payments Inc. (GPN) pays a dividend that yields 1.02% at the current price, a moderate yield.
Global Payments Inc. (GPN) had a return on equity (ROE) of -5.4% over the trailing twelve months. A negative ROE means the company lost money over the period.
Global Payments Inc. (GPN) had negative free cash flow of $169.0M over the trailing twelve months.
