Global Payments — Feb 18, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001123360-26-000004
Showing in the filing
Capital returned to shareholders
“$7.5 billion”
Period
FY2027
Measure
Company-defined measure
Source
Prose
All guidance in this release · 16
Capital returned to shareholders for FY2027
“$7.5 billion”
Accelerated share repurchase plan
“$550 million”
Constant currency adjusted net revenue growt… for FY2026
“approximately 5%”
Adjusted operating margin expansion for FY2026
“approximately 150 basis points”
Adjusted earnings per share for FY2026
“$13.80 to $14.00”
Share repurchase authorization
“$2.5 billion”
Capital returned to shareholders through rep… for FY2026
“over $2 billion”
Dividend per share for FY2026
“$0.25 per share”
GAAP revenues for FY2026
“~75%”
Adjustments incl Worldpay Proforma (1) for FY2026
“~(71)%”
FX impact (Revenues) for FY2026
“(0.5)%”
Constant currency (CC) adj net revenue for FY2026
“3.5%”
Dispositions for FY2026
“~1.5%”
GAAP diluted EPS for FY2026
“(30)% to (32)%”
Adjustments (2) for FY2026
“~45%”
CC adjusted EPS for FY2026
“13% to 15%”
Exhibit 99.1 · the passage around this item
… earlier in the release
With our major transactions now complete, we 1 GAAP revenue excludes discontinued operations related to the disposition of the Issuer Solutions business; non-GAAP results reflect total company performance. 1 Exhibit 99.1 continue to expect to return $7.5 billion of capital to shareholders through the end of 2027, consistent with targets we established at our 2024 investor conference. To support that objective, we are entering into an accelerated share repurchase agreement to immediately repurchase $550 million of our shares.” Fourth Quarter 2025 Summary • GAAP revenues were $1.90 billion 1 and diluted EPS were $0.92. • Adjusted net revenues increased 1% (6% constant currency excluding dispositions) to $2.32 billion. • Adjusted EPS increased 12% (11% constant currency) to $3.18. • Adjusted operating margin expanded 80 basis points to 44.7%. Full Year 2025 Summary • GAAP revenues were $7.71 billion 1 , compared to $7.74 billion in 2024 and diluted earnings per share were $5.78, compared to $6.16 in the prior year. • Adjusted net revenues increased 2% (6% constant currency excluding dispositions) to $9.32 billion, compared to $9.15 billion in 2024. • Adjusted EPS increased 11% to $12.22, compared to $11.02 in 2024. • Adjusted operating margin expanded 97 basis points to 44.2%. “We are pleased with our financial and operational performance during 2025, with our Merchant Solutions business exiting the year at slightly more than 6% growth,” sai
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.