Global Payments (GPN) reported net income of US$ 280.9 million in the third quarter of 2026, down 55.8% from US$ 635.2 million in the same period of the previous year. Earnings per share (EPS) were US$ 1.06, compared with US$ 2.64 in 3Q25. Revenue totaled US$ 3.31 billion, up 63.7%.
Operating income was US$ 246.2 million, versus US$ 774.0 million in 3Q25, when the company had recorded a US$ 343.9 million gain on the sale of a business. In the quarter, income from continuing operations was US$ 88.4 million, and income from discontinued operations was US$ 201.8 million.
Adjusted figures (non-GAAP, which exclude items the company considers non-recurring, such as amortization of acquired assets and integration costs) were as follows. Adjusted net revenue rose 31% to US$ 3.18 billion. Adjusted EPS increased 10% to US$ 3.58. Adjusted operating income was US$ 1.35 billion, up 23.8%. On a normalized basis, which includes Worldpay's results before the acquisition and excludes those of Issuer Solutions and other divested businesses, adjusted net revenue grew more than 4%, and the adjusted operating margin rose 220 basis points to 42.5%.
The company raised its expectation for annual expense synergies from the Worldpay integration to US$ 650 million. CEO Cameron Bready said the company has made "substantial progress" on the integration.
The 2026 outlook was maintained: normalized adjusted net revenue growth, in constant currency, of about 4% to 5%, and adjusted EPS of US$ 13.60 to US$ 13.80. The company also expects to return more than US$ 2 billion to shareholders during the year. The board approved a dividend of US$ 0.25 per share, payable on December 24, 2026, to shareholders of record on December 10, 2026.
