GPN · News · 20260805N

Middle East Conflict Impact

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 67 · Surprise 76

The ongoing Middle East conflict is disrupting global travel and reducing related spending and cross-border transactions in Global Payments’ travel portfolio. Management lowered its 2026 normalized constant-currency adjusted net revenue growth outlook to 4%–5% and adjusted EPS outlook to $13.60–$13.80. The revised outlook reflects the company’s decision to abandon earlier assumptions that travel volumes would normalize during 2026.

Key facts

• Global Payments updated its full-year outlook due to the Middle East conflict impacting its travel portfolio (company cited the conflict as the reason for revising guidance). source
• Reuters reported that the Middle East conflict is disrupting global travel and reducing related spending and cross-border transactions, which directly impacts the earnings of payment processors like Global Payments. source