GPN · News · 20260805N

Revenue Performance and Mix

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 52 · Surprise 56 · Contradicted

Global Payments reported second-quarter 2026 GAAP revenue of $3.32 billion, while adjusted net revenue was approximately $3.16 billion. Adjusted net revenue increased 33.8% year over year, primarily reflecting the consolidation of Worldpay. Normalized constant-currency adjusted net revenue growth was 4% excluding dispositions, with growth across the SMB, Enterprise, and Platforms businesses and momentum from the Genius point-of-sale platform.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+25.6%Global Payments reported adjusted net revenues rising 33.8% to $3.2 billion (per Zacks summary of adjusted net revenues growth).
revenuepositiverealized+4.0%Global Payments reported adjusted net revenue of $3.16 billion in Q2 2026, representing normalized growth of 4% excluding dispositions.
revenueunclearrealizedGlobal Payments reported Q2 2026 revenue of $3.32 billion, surpassing FactSet's estimate of $3.16 billion.