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Global Payments
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Latest analysis
Updated Nov 5, 2026
Global Payments Q3 2026: Worldpay acquisition drives 63.7% revenue surge to $3.3B but collapses operating margin to 7.4% from 38.3%
The Worldpay acquisition, closed January 9, 2026, is simultaneously Global Payments' largest growth catalyst and its primary earnings drag — contributing approximately $1.4 billion of Q3 revenue while introducing $754.4 million of quarterly intangible amortization that compressed consolidated operating margin by 30.9 percentage points year-over-year. GAAP operating income fell to $246.2 million from $774.0 million, with every segment's operating margin declining despite Enterprise and Platforms posting absolute operating income growth. The integration program is expected to deliver more than $650 million of annual run-rate operating income benefit by H1 2027 and $650 million of Worldpay synergies by year-end 2028, making execution of the transformation agenda the single most consequential variable for the equity.
Tone: mixedRevenue
$7.7B
GPN 10-K · FY 2025
Employees
26,000
Revenue FY2024
$10.1B
Founded
1967
Profile
GPN 10-K Item 1 · Feb 20, 2026Global Payments is a Fortune 500 payments technology company providing payment processing, merchant acceptance solutions, and business management software to customers across North America, Europe, Asia-Pacific, and Latin America. The company operates primarily through its Merchant Solutions segment following the divestiture of its Issuer Solutions business to FIS in January 2026. It simultaneously acquired Worldpay from FIS and GTCR, significantly reshaping its business mix.
Read filing description ↓ Collapse description ↑
We are a leading payments technology company delivering innovative software and services to our customers globally, with worldwide reach spanning North America, Europe, Asia-Pacific and Latin America. The payments technology industry provides financial institutions, businesses and consumers with payment processing services, merchant acceptance solutions and related business management software and value-added services. Our technologies, services and team member expertise allow us to provide a broad range of solutions that enable our customers to operate their businesses more efficiently across a variety of channels around the world. Headquartered in Georgia with approximately 26,000 team members worldwide, Global Payments is a Fortune 500 company and is a member of the S&P 500. Through our Merchant Solutions segment, we provide payments technology and software solutions globally. Our payment technology solutions are similar around the world in that we enable our customers to accept card, check and digital-based payments. Our comprehensive offerings include, but are not limited to, authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting. In addition, we offer a wide array of business management software solutions, including specialty point-of-sale software, that streamline business operations to customers in numerous vertical markets. We also provide a variety of commerce enablement solutions and services, including data analytics and customer engagement, human capital management and payroll, accounts receivable automation, inventory management and reporting that assist our customers with driving demand and operating their businesses more efficiently.
Primary products
- POS and Software Solutions
- Integrated and Embedded Solutions
- Core Payments Solutions
- authorization, settlement and funding services
- chargeback resolution
- reconciliation and dispute management services
Business segments
End markets
Geographies
Named competitors
“We seek to become the worldwide partner of choice for commerce solutions by providing our clients with a broad suite of world-class, differentiated products and services that make everyday commerce better.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenues for 2025 were essentially flat at $7,705.9 million compared to $7,736.0 million in the prior year, despite the effects of the dispositions of the AdvancedMD and Payroll Solutions businesses.
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