HighGravityData

Global Payments — Aug 5, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001123360-26-000082
Open on SEC.gov ↗
Showing in the filing
Capital returned to shareholders
“approximately $7.5 billion”
Period
FY2025
Measure
Company-defined measure
Source
Prose
All guidance in this release · 17
Capital returned to shareholders for FY2025
“approximately $7.5 billion”
Constant currency adjusted net revenue growt… for FY2026
“approximately 4% – 5%”
Normalized constant currency adjusted net re… for FY2026
“approximately 4% – 5%”
Adjusted earnings per share for FY2026
“$13.60 – $13.80”
Adjusted operating margin expansion (normali… for FY2026
“approximately 150 basis points”
Normalized adjusted operating margin expansion for FY2026
“approximately 150 basis points”
Capital returned to shareholders for FY2026
“more than $2 billion”
Dividend per share for FY2026
“$0.25”
GAAP revenues growth for FY2026
“70% to 71%”
Adjustments incl Worldpay Proforma (1) for FY2026
“(68)%”
FX impact (Revenues) for FY2026
“0%”
Constant currency (CC) adj net revenue for FY2026
“2% to 3%”
Dispositions for FY2026
“2%”
CC adjusted net revenue excluding dispositions for FY2026
“4% to 5%”
GAAP diluted EPS growth for FY2026
“(185)% to (187)%”
Adjustments (2) (EPS) for FY2026
“198%”
CC adjusted EPS growth for FY2026
“11% to 13%”
Exhibit 99.1 · the passage around this item
… earlier in the release
At the same time, we remain at the forefront of innovation by leveraging AI across our ecosystem to enhance our solutions, elevate customer experiences, and drive greater operational efficiency, further strengthening our competitive position and long-term growth prospects.” Bready concluded, “We are pleased to have returned $1.2 billion in capital to shareholders year-to-date, exceeding 50% of our more than $2 billion plan for 2026, and we remain on track to return approximately $7.5 billion over the 2025 to 2027 time period.” 1 Normalized comparisons include the pre-acquisition results of Worldpay and exclude the results of Issuer Solutions and other divested businesses. 1 Second Quarter 2026 Summary • GAAP revenues were $3.32 billion and diluted earnings per share were $0.05. • Adjusted net revenues increased approximately 34% to $3.16 billion. On a normalized basis 1 , consistent with our full-year outlook, adjusted net revenue increased approximately 4%. Adjusted operating margin expanded 70 basis points on a normalized basis 1 to 42.0%. • Adjusted EPS increased 12% to $3.46. 2026 Outlook “Our second quarter financial results were consistent with expectations and marked our first full quarter operating as a pure-play commerce solutions provider,” said Josh Whipple, chief financial officer. “Our performance further validates the importance of our scale and distribution and our ability to deliver sustainable growth, margin expansion, and free cash flow.” Whipple continued, “Given the ongoing conflict in the Middle East and its impact on our travel portfolio, we now expect normalized 1 , constant currency adjusted net revenue growth of approximately 4% – 5% and adjus
later in the release …
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other guidance in this release
Text is the filed exhibit, verbatim.