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Guidance history, every release

Global Payments (GPN) · 8 releases, Oct 30, 2024 to Aug 5, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 30, 2024 FY24 Q3	Feb 13, 2025 FY24 Q4	Apr 17, 2025 FY25 Q1	Aug 6, 2025 FY25 Q2	Nov 4, 2025 FY25 Q3	Feb 18, 2026 FY25 Q4	May 6, 2026 FY26 Q1	Aug 5, 2026 FY26 Q2
For FY2027
Annual run-rate operating income benefits	—	New“more than $600 million”	—	—	—	—	—	—
Expected operating income benefit from operational transformation (annual run-rate)	—	New“more than $600 million”	—	—	—	—	—	—
Capital returned to shareholders	—	—	—	—	—	New“$7.5 billion”	—	—
For FY2026
CC adjusted net revenue excluding dispositions	—	—	—	—	—	—	—	New“4% to 5%”
Constant currency (CC) adj net revenue	—	—	—	—	—	New“3.5%”	—	Lowered“2% to 3%”
Constant currency adjusted net revenue growth (normalized)	—	—	—	—	—	—	New“approximately 5%”	Lowered“approximately 4% – 5%”
Constant currency adjusted net revenue growth, excluding dispositions	—	—	—	—	—	New“approximately 5%”	—	—
FX impact (Revenues)	—	—	—	—	—	New“(0.5)%”	—	Raised“0%”
GAAP revenues	—	—	—	—	—	New“~75%”	—	—
GAAP revenues growth	—	—	—	—	—	—	—	New“70% to 71%”
Normalized constant currency adjusted net revenue growth	—	—	—	—	—	—	—	New“approximately 4% – 5%”
Revenues: Adjustments incl Worldpay Proforma (1)	—	—	—	—	—	—	New“~(69)%”	—
Revenues: CC adjusted net revenue excluding dispositions	—	—	—	—	—	—	New“5%”	—
Revenues: Constant currency (CC) adj net revenue	—	—	—	—	—	—	New“3.5%”	—
Revenues: Dispositions	—	—	—	—	—	—	New“~1.5%”	—
Revenues: FX impact	—	—	—	—	—	—	New“(0.5)%”	—
Revenues: GAAP revenues	—	—	—	—	—	—	New“~73%”	—
Adjusted earnings per share	—	—	—	—	—	New“$13.80 to $14.00”	Reiterated“$13.80 to $14.00”	Lowered“$13.60 – $13.80”
Adjusted operating margin expansion	—	—	—	—	—	New“approximately 150 basis points”	—	—
Adjusted operating margin expansion (normalized)	—	—	—	—	—	—	New“approximately 150 basis points”	Reiterated“approximately 150 basis points”
Adjustments (2) (EPS)	—	—	—	—	—	—	—	New“198%”
CC adjusted EPS	—	—	—	—	—	New“13% to 15%”	—	—
CC adjusted EPS growth	—	—	—	—	—	—	—	New“11% to 13%”
Earnings Per Share: Adjustments (2)	—	—	—	—	—	—	New“~83%”	—
Earnings Per Share: CC adjusted EPS	—	—	—	—	—	—	New“13% to 15%”	—
Earnings Per Share: GAAP diluted EPS	—	—	—	—	—	—	New“(68)% to (70)%”	—
GAAP diluted EPS	—	—	—	—	—	New“(30)% to (32)%”	—	—
GAAP diluted EPS growth	—	—	—	—	—	—	—	New“(185)% to (187)%”
Normalized adjusted operating margin expansion	—	—	—	—	—	—	—	New“approximately 150 basis points”
Accelerated share repurchase plan	—	—	—	—	—	—	New“$500 million”	—
Adjustments (2)	—	—	—	—	—	New“~45%”	Raised“~83%”	—
Adjustments incl Worldpay Proforma (1)	—	—	—	—	—	New“~(71)%”	—	Raised“(68)%”
Capital returned to shareholders	—	—	—	—	—	—	—	New“more than $2 billion”
Capital returned to shareholders through repurchases and dividends	—	—	—	—	—	New“over $2 billion”	Reiterated“over $2 billion”	—
Dispositions	—	—	—	—	—	New“~1.5%”	—	Raised“2%”
Dividend per share	—	—	—	—	—	New“$0.25 per share”	Reiterated“$0.25 per share”	Reiterated“$0.25”
Expected transaction closing timing	—	—	New“first half of 2026”	—	—	—	—	—
Transaction closing	—	—	New“expected to close”	—	—	—	—	—
For FY2025
Adjustments (revenue)	—	—	—	—	New“~1%”	—	—	—
CC adjusted net revenue excluding dispositions	—	—	—	New“5% to 6%”	—	—	—	—
Constant currency (CC) adj net revenue	—	New“2% to 3%”	—	Reiterated“2% to 3%”	Lowered“1% to 2%”	—	—	—
Constant currency adjusted net revenue growth	—	—	—	—	New“5% to 6%”	—	—	—
Constant currency adjusted net revenue growth outlook, excluding dispositions	—	—	—	New“5% to 6%”	—	—	—	—
Constant currency adjusted net revenue growth, excluding dispositions	—	New“5% to 6%”	—	—	Reiterated“5% to 6%”	—	—	—
Dispositions (revenue)	—	—	—	—	New“~4%”	—	—	—
Dispositions (Revenues)	—	New“~3%”	—	—	—	—	—	—
FX impact (Revenues)	—	New“~2%”	—	—	—	—	—	—
GAAP revenues	—	New“0% to 1%”	—	Raised“0.5% to 1.5%”	Lowered“0% to 1%”	—	—	—
Issuer Solutions adjusted net revenue	—	—	New“$529 million”	—	—	—	—	—
Issuer Solutions adjusted net revenue constant currency growth	—	—	New“approximately 3%”	—	—	—	—	—
Merchant Solutions adjusted net revenue	—	—	New“$1,692 million”	—	—	—	—	—
Merchant Solutions adjusted net revenue constant currency growth, excluding dispositions	—	—	New“approximately 6%”	—	—	—	—	—
Outlook for adjusted net revenue, adjusted operating margin and adjusted earnings per share	—	—	New“reaffirming its outlook”	—	—	—	—	—
Pro forma 2025 annual adjusted net revenue	—	—	New“approximately $12.5 billion”	—	—	—	—	—
Total company adjusted net revenue	—	—	New“$2,205 million”	—	—	—	—	—
Total company adjusted net revenue constant currency growth, excluding dispositions	—	—	New“over 5%”	—	—	—	—	—
Adjusted earnings per share	—	—	New“$2.69, including share based compensation, or $2.83, excluding share based compensation”	—	—	—	—	—
Adjusted earnings per share growth, constant currency basis	—	—	New“approximately 10%”	—	—	—	—	—
Adjusted earnings per share, excluding share based compensation	—	—	New“$2.83”	—	—	—	—	—
Adjusted earnings per share, including share based compensation	—	—	New“$2.69”	—	—	—	—	—
Adjustments (EPS)	—	—	—	—	New“~10%”	—	—	—
Annual adjusted operating margin expansion, excluding dispositions	—	New“50 basis points”	—	Revised“slightly more than 50 basis points”	Reiterated“more than 50 basis points”	—	—	—
CC adjusted EPS	—	—	—	New“10% to 11%”	Reiterated“10% to 11%”	—	—	—
Constant currency adjusted earnings per share growth	—	New“10% to 11%”	—	Reiterated“at the high end of the 10% to 11% range”	Reiterated“at the high end of the 10% to 11% range”	—	—	—
Constant currency adjusted EPS	—	New“10% to 11%”	—	—	—	—	—	—
GAAP diluted EPS	—	New“4% to 5%”	—	Lowered“(14.5)% to (15.5)%”	Raised“0% to 1%”	—	—	—
Pro forma 2025 annual adjusted EBITDA	—	—	New“approximately $6.5 billion”	—	—	—	—	—
Total company adjusted operating margin expansion	—	—	New“approximately 70 basis points”	—	—	—	—	—
Total company adjusted operating margin expansion, excluding dispositions	—	—	New“approximately 40 basis points”	—	—	—	—	—
Accelerated share repurchase plan	—	New“$250 million”	—	—	—	—	—	—
Adjustments (1)	—	New“0%”	—	Raised“~1%”	—	—	—	—
Adjustments (2)	—	New“~4%”	—	Raised“~25%”	—	—	—	—
Capital returned to shareholders	—	New“approximately $2 billion”	—	—	—	—	—	Raised“approximately $7.5 billion”
Dispositions	—	—	—	New“~3%”	—	—	—	—
Dividend per share	—	New“$0.25 per share”	—	Reiterated“$0.25”	Reiterated“$0.25 per share”	—	—	—
FX impact	—	—	—	New“~0.5%”	—	—	—	—
Pro forma payments volume processed	—	—	New“$3.7 trillion”	—	—	—	—	—
For FY2024
Adjusted net revenue	New“$9.17 billion to $9.30 billion”	—	—	—	—	—	—	—
GAAP revenues	New“$10,130 to $10,260”	—	—	—	—	—	—	—
Adjusted earnings per share	New“$11.54 to $11.70”	—	—	—	—	—	—	—
Adjusted EPS	New“$11.54 to $11.70”	—	—	—	—	—	—	—
Annual adjusted operating margin	New“expand by up to 50 basis points”	—	—	—	—	—	—	—
GAAP diluted EPS	New“$5.41 to $5.57”	—	—	—	—	—	—	—
Accelerated share repurchase plan	New“$600 million”	—	—	—	—	—	—	—
Adjustments (1)	New“(960)”	—	—	—	—	—	—	—
Adjustments (2)	New“6.13”	—	—	—	—	—	—	—
AdvancedMD sale	New“expect this sale to close”	—	—	—	—	—	—	—
Dividend	New“$0.25 per share”	—	—	—	—	—	—	—
Dividend per share	New“$0.25 per share payable on December 27, 2024 to shareholders of record as of December 13, 2024”	—	—	—	—	—	—	—
No period stated
Expected annual run-rate revenue synergies	—	—	New“at least $200 million”	—	—	—	—	—
Revenue synergies	—	—	New“at least $200 million”	—	—	—	—	—
Run-rate revenue synergies	—	—	New“at least $200 million”	—	—	—	—	—
Adjusted earnings per share accretion - thereafter	—	—	New“mid to high single digit accretive”	—	—	—	—	—
Adjusted earnings per share accretion - year one	—	—	New“modestly accretive”	—	—	—	—	—
Annual run-rate operating income benefit from operational transformation for the Merchant business	—	—	—	New“$650 million”	—	—	—	—
Accelerated share repurchase plan	—	—	—	New“$500 million”	—	Raised“$550 million”	—	—
Adjusted net leverage reduction target	—	—	New“3.0x”	—	—	—	—	—
Annual run-rate cost synergies	—	—	New“approximately $600 million”	—	—	—	—	—
Expected annual run-rate cost synergies	—	—	New“approximately $600 million”	—	—	—	—	—
Expected expense synergies	—	—	New“$600 million”	—	—	—	—	—
Net leverage at closing	—	—	New“approximately 3.5x”	—	—	—	—	—
Share repurchase authorization	—	—	—	—	—	New“$2.5 billion”	—	—
Share repurchase authorization capacity	New“$2.5 billion”	—	—	—	—	—	—	—
Transaction accretion	—	—	New“modestly accretive in year one post close and mid to high single digit accretive thereafter”	—	—	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.