GPN · 8-K · 20260805PR000082

Operating Margin Drivers

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 73 · Surprise 64 · No source text

Second-quarter adjusted operating income increased 25.9% year over year to $1.325 billion, while adjusted operating margin expanded 70 basis points on a normalized basis to 42.0%. Enterprise adjusted operating income increased 475.8% to $652.8 million, Platforms increased 112.2% to $283.6 million, and SMB increased 7.4% to $891.2 million. GAAP operating income declined 14.3% to $337.1 million because acquisition-related amortization and other adjustments increased substantially after the Worldpay transaction. For the full year, Global Payments continues to expect normalized adjusted operating margin expansion of approximately 150 basis points.

Key facts

• Three months ended June 30, 2026 Enterprise segment GAAP operating income was $247,593 (in thousands), up 193.7% YoY source
• Three months ended June 30, 2026 Platforms segment GAAP operating income was $192,794 (in thousands), up 60.3% YoY source
• Company continues to expect normalized adjusted operating margin expansion of approximately 150 basis points for the full year 2026 source
• Three months ended June 30, 2026 adjusted operating income was $1,325,499 (in thousands), a 25.9% increase YoY source
• Three months ended June 30, 2026 adjusted net income attributable to Global Payments was $934,305 (in thousands), a 23.9% increase YoY source
• Adjusted operating income for the six months ended June 30, 2026 was $2,466,126 (in thousands), a 24.1% increase YoY source
• Adjusted net income attributable to Global Payments for the six months ended June 30, 2026 was $1,743,241 (in thousands), a 22.8% increase YoY source
• Three months ended June 30, 2026 operating income (loss) was $337,121 (in thousands), a (14.3)% change YoY source

Impact estimates