Zacks Investment Research·Jun 29, 2026
Own Global Payments Stock? Here's Why You May Want to Stay PutGPN is scaling up with Worldpay and rising earnings estimates, but margin pressure and fierce fintech competition warrant patience.
Global Payments Inc.(GPN)Earnings, Financials & Key Ratios
GPN•NYSE
$77.59
13.3× P/E·Price updated Jul 7, 2026
AboutGlobal Payments Inc. provides payment technology and software solutions for card, electronic, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Merchant Solutions, Issuer Solutions, and Business and Consumer Solutions. The Merchant Solutions segment offers authorization services, settlement and funding services, customer support and help-desk functions, chargeback resolution, terminal rental, sales and deployment, payment security services, consolidated billing and statements, and on-line reporting services. This segment also provides an array of enterprise software solutions that streamline business operations of its customers in various vertical markets; and value-added services, such as point-of-sale solutions, and analytic and engagement tools, as well as payroll and human capital management services. The Issuer Solutions segment offers solutions that enable financial institutions and retailers to manage their card portfolios through a platform; and commercial payments and ePayables solutions for businesses and governments. The Business and Consumer Solutions segment provides general-purpose reloadable prepaid debit and payroll cards, demand deposit accounts, and other financial service solutions to the underbanked and other consumers, and businesses under the Netspend brand. It markets its products and services through direct sales force, trade associations, agent and enterprise software providers, referral arrangements with value-added resellers, and independent sales organizations. The company was founded in 1967 and is headquartered in Atlanta, Georgia.Show more
- Revenue$7.71B-23.7%
- EBITDA$2.89B-32.8%
- Net Income$1.4B-10.8%
- EPS (Diluted)5.83-5.4%
- Gross Margin72.57%+15.6%
- EBITDA Margin37.47%-11.8%
- Operating Margin19.1%-15.5%
- Net Margin18.17%+16.9%
- ROE5.98%-10.8%
GPN Price & Volume
Global Payments Inc. (GPN) stock price & volume — 10-year historical chart
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Operational Volatility Masks Strategic Pivot Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Integration and Goodwill Impairment
Key Thesis Takeaways
- Global Payments is currently navigating a complex transition characterized by significant revenue volatility and a recent shift to negative operating margins, as evidenced by the -0.5% operating margin reported in 2026Q1.
- While the company attempts to pivot its business model, the heavy reliance on debt, with total debt reaching $23.6 billion, and a massive $27.1 billion goodwill balance create substantial long-term integration risks.
- Investors should remain cautious as the firm's aggressive capital allocation strategy, including $2 billion in combined buybacks and acquisitions during a period of negative cash flow, may further strain liquidity.
Verdict Logic
the company's current ratio of 0.79 and the recent $1.8 billion net loss in 2026Q1 suggest that liquidity and operational risks currently outweigh the potential benefits of its valuation multiples.
GPN Growth Metrics
Global Payments Inc. (GPN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.27%
5 Years0.75%
3 Years-4.96%
TTM-0.73%
Profit CAGR
10 Years17.82%
5 Years19.09%
3 Years132.44%
TTM-145.14%
EPS CAGR
10 Years11.07%
5 Years24.49%
3 Years144.27%
TTM-147.58%
Return on Capital
10 Years5.04%
5 Years4.76%
3 Years4.8%
Last Year3.4%
GPN Recent Earnings
Global Payments Inc. (GPN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$2.96+6.5%
$2.78
Rev
$2.9B+1.5%
$2.8B
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$3.18+0.6%
$3.16
Rev
$2.3B+0.6%
$2.3B
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$3.26+0.9%
$3.23
Rev
$2.0B-16.7%
$2.4B
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$3.10+1.6%
$3.05
Rev
$2.0B-17.1%
$2.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $2.96vs $2.78+6.5% | $2.9Bvs $2.8B+1.5% |
| Q1 2026 | Feb 18, 2026 | $3.18vs $3.16+0.6% | $2.3Bvs $2.3B+0.6% |
| Q4 2025 | Nov 4, 2025 | $3.26vs $3.23+0.9% | $2.0Bvs $2.4B-16.7% |
| Q3 2025 | Aug 6, 2025 | $3.10vs $3.05+1.6% | $2.0Bvs $2.4B-17.1% |
Based on last 12 quarters of dataView full earnings history →
Latest GPN News
Recent stock market news and headlines for Global Payments Inc. (GPN)
Peers Comparison
Key metrics vs top competitors for Global Payments Inc. (GPN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $77.59 | $18.37B | 13.31 | -23.75% | 18.17% | 5.98% | 1.28% | |
| $42.60 | $22.02B | 56.80 | 5.43% | 22.91% | 18.45% | — | |
| $52.71 | $28.19B | 8.31 | 3.6% | 15.17% | 12.43% | — | |
| $153.14 | $5.31B | 18.08 | 1.24% | 11.5% | 26.96% | — | |
| $7.10 | $2.38B | 37.37 | 7.68% | 6.76% | 10.01% | — | |
| $28.60 | $1.76B | 13.00 | 10.21% | 13.95% | 18.65% | — |
Compare GPN vs Peers
Global Payments Inc. (GPN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GPN SEC Filings & Documents
Global Payments Inc. (GPN) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
May 6, 2026·SEC
Material company update
May 4, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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GPN Frequently Asked Questions
Global Payments Inc. (GPN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Global Payments Inc.'s revenue?
Global Payments Inc. (GPN) reported $8.83B in revenue for fiscal year 2025. This represents a 2497% increase from $340.0M in 1999.
How fast is Global Payments Inc. growing?
Global Payments Inc. (GPN) saw revenue decline by 23.7% over the past year.
Is GPN profitable?
Global Payments Inc. (GPN) reported a net loss of $705.5M for fiscal year 2025.
Dividend & Returns
Does GPN pay dividends?
Yes, Global Payments Inc. (GPN) pays a dividend with a yield of 1.28%. This makes it attractive for income-focused investors.
What is GPN's return on equity?
Global Payments Inc. (GPN) has a return on equity (ROE) of 6.0%. This is below average, suggesting room for improvement.
What is Global Payments Inc.'s free cash flow?
Global Payments Inc. (GPN) generated $1.06B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.