GPN
Global Payments Inc.81.44
-0.19-0.23%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Q&A colors Genius wins, pricing stability
Q&A largely reaffirmed prepared remarks on Q3 acceleration and full-year guidance at high-end 10-11% EPS growth, but added color on Genius wins blending competitive takeaways in mature U.S. markets with greenfield software adoption abroad. Management called pricing constructive and value-based, downplaying peer fee rollbacks as back-book issues while harmonizing structures without unusual hikes. Back-book Genius migrations yield neutral to slight uplift, but front-book ramp remains priority. Analysts pressed on peers and volume timing; execs sidestepped rivals, noting Q2-Q3 uplift already. Genius resonates. Watch sales force expansion and Worldpay SMB cross-sells.
Key Stats
Market Cap
19.76BP/E (TTM)
12.36Basic EPS (TTM)
6.59Dividend Yield
0.01%Recent Filings
8-K
Two execs exit abruptly
Global Payments' Chief Accounting Officer David Sheffield retires March 1, 2026, after notifying on January 9; he'll stay until a successor arrives. Chief Administrative Officer David Green resigned same day for 'good reason' under his agreement, shifting to transition role briefly. No disagreements on operations or accounting. Both get contract payouts.
8-K
Closes Worldpay buy, Issuer sale
Global Payments closed its acquisition of Worldpay from FIS and GTCR on January 9, 2026, issuing 43,268,041 shares and ~$6.2B cash, while divesting Issuer Solutions to FIS for ~$7.7B cash. Worldpay valued at $24.25B enterprise; Issuer Solutions at $13.5B. Deal creates pure-play commerce platform processing $3.7T volume across 6M merchants. GTCR holds 15.45% stake with lock-up.
8-K
Closes $6.2B notes for Worldpay
Global Payments closed its $6.2 billion senior notes offering on November 14, 2025, issuing tranches maturing 2028-2035 at rates from 4.500% to 5.550%. Proceeds fund the Worldpay acquisition, repay target debt, cover costs, and general purposes—while terminating the $7.7 billion bridge facility. Notes face special mandatory redemption at 101% if Worldpay deal fails by April 2027.
8-K
GPN prices $6.2B notes
8-K
Advances Worldpay deal filing
Global Payments filed audited Worldpay financials and pro forma data under Item 8.01, advancing its April 17, 2025 agreement to acquire Worldpay from FIS/GTCR while divesting Issuer Solutions to FIS; deals close simultaneously in 2026 pending approvals. Worldpay posted $4.7B revenue in 2024 yet $440M net loss from $545M interest and $1.4B amortization. Pro forma shows combined revenue nearing $10B, but debt jumps to $20B.
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