GPN · 8-K · 20260805PR000082

Revenue Performance and Mix

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 78 · Surprise 82 · No source text

Second-quarter 2026 GAAP revenue increased 68.6% year over year to $3.321 billion, while adjusted net revenue increased 33.8% to $3.159 billion. Enterprise adjusted revenue rose 468.2% to $838.1 million, Platforms adjusted revenue rose 183.8% to $627.5 million, and SMB adjusted revenue rose 18.5% to $1.513 billion. Other revenue declined 9.3% to $180.8 million, and Issuer Solutions generated no second-quarter revenue after its disposition. On a normalized basis excluding Issuer Solutions and including pre-acquisition Worldpay results, adjusted net revenue increased approximately 4%, and management reduced full-year constant-currency adjusted net revenue growth guidance to approximately 4%–5% because of the Middle East conflict's impact on travel.

Key facts

• Three months ended June 30, 2026 adjusted net revenue was $3,159,074 (in thousands), a 33.8% increase YoY source
• Enterprise segment GAAP revenue for three months ended June 30, 2026 was $838,301 (in thousands), up 462.5% YoY source
• Platforms segment GAAP revenue for three months ended June 30, 2026 was $652,768 (in thousands), up 126.8% YoY source
• Six months ended June 30, 2026 revenues per consolidated statements: $6,290,473 (in thousands), a 66.0% increase YoY source
• Adjusted net revenues increased approximately 34% to $3.16 billion (second quarter 2026) source
• Adjusted net revenue for the six months ended June 30, 2026 was $6,015,363 (in thousands), a 31.7% increase YoY source
• SMB segment GAAP revenue for three months ended June 30, 2026 was $1,648,952 (in thousands), up 23.7% YoY source
• Net income (loss) for the six months ended June 30, 2026 was $(1,750,128) (in thousands) source

Impact estimates