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
Constant currency adjusted net revenue growth, excluding dispositions
“approximately 5%”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
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
“We generated strong adjusted free cash flow during the year and balanced ongoing investments in the business with our commitment to return capital to shareholders and reduce our net leverage.” Whipple continued, “Looking ahead, the new Global Payments has an enhanced financial profile with meaningful scale and strong cash flow generation, and we are confident in our ability to deliver sustained, long-term value for our shareholders.” 2026 Outlook • Constant currency adjusted net revenue growth of approximately 5% excluding dispositions. 2 • Adjusted operating margin expansion of approximately 150 basis points. 2 • Adjusted earnings per share of $13.80 to $14.00, or growth of 13% to 15%. Financial Reporting Considerations for Issuer Solutions Transaction Effective in the second quarter of 2025, the company began accounting for the Issuer Solutions business as discontinued operations as a result of the announced divestiture to Fidelity National 2 Adjusted net revenue growth and adjusted operating margin expansion are based on 2025 supplemental combined financial information, which presents all prior periods to include Worldpay and exclude Issuer Solutions. 2 Exhibit 99.1 Information Services. Issuer Solutions continued to operate as a business of Global Payments until closing; accordingly, our non-GAAP financial measures reflect total company performance. Capital Allocation The Board of Directors authorized share repurchases of $2.5 billion. The company is entering into a $550 million accelerated share repurchase plan. The company expects to return over $2 billion to shareholders through repurchases and dividends in 2026, including the $550 million accelerated share repurchase plan announced
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.