GPN · Earnings call · 2026Q2T · Full report

FX / Currency Headwinds

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 29 · Surprise 24 · No source text

Management incorporated the recent strengthening of the U.S. dollar into its 2026 EPS outlook, reducing the expected FX impact on earnings growth. The company now expects currency exchange rates to have roughly no impact on reported revenue growth for full-year 2026. Second-quarter year-over-year revenue comparisons had no meaningful FX impact, with the principal difference attributed to approximately $60 million to $65 million of dispositions.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenueunclearcommitted0.0%Now expect currency exchange rates to have roughly no impact on reported growth for full year 2026 due to recent strengthening in the U.S.…