Global Payments, Inc.
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+ FollowMarket Cap$25.63B
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Earnings Call Q2 2026
August 5, 2026 - AI Summary
Strong Q2 performance; “durable model” despite travel headwind
- Adjusted net revenue: $3.16B, +4% normalized (excluding dispositions).
- Adjusted operating margin: +70 bps normalized, driven by scale + execution.
- Adjusted EPS: $3.46, +12%.
- Key drag: ~100 bps headwind from Middle East conflict impacting the travel portfolio (also mentioned as slightly worse than prior expectations).
Worldpay integration progressing with clear structural/tech milestones
- Completed operating model design and established full leadership structure.
- Defined target architecture to consolidate platforms and reduce infrastructure complexity (aimed at improving operating leverage over time).
- Aligned go-to-market into 3 operating segments: SMB, Enterprise, Platforms.
- Management expects integration cost savings to help margins more meaningfully in 2H.
Genius (AI-powered restaurant POS) momentum—opportunity, but still not huge today
- SMB Genius rollout accelerating: new Genius locations +50% YoY and ~25% sequentially (Q2 vs Q1).
- Genius bookings up >25% sequentially; new customer yields +75% YoY (clients “willing to pay” for value).
- Product upgrades: AI handheld (Edge AI + local model to reduce latency; voice ordering), and Genius AI reporting (agentic/natural-language insights).
- Examples: Desjardins (Canada) selling Genius; U.S. rollout enabling FI partners starting Q4 with first ~30 largest bank partners.
- Contribution caveat: Genius revenue is described as “relatively modest today”—expect yield improvement over time, but near-term SMB revenue growth likely close to volume growth.
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Share Statistics
| Market cap | $25.63 Billion |
|---|---|
| Enterprise Value | $45.08 Billion |
| Annual dividend | $1.00 |
| Dividend yield | 1.03% |
| Earnings per Share | $5.84 |
| Beta | 0.81 |
| Outstanding Shares | 259,420,000 |
Return
| Return on Equity | -4.14% |
|---|---|
| Return on Assets | -1.50% |
| Return on Invested Capital | 2.44% |
Valuation & Multiples
| P/E Ratio | -24.83 |
|---|---|
| PEG | 23.97 |
| Price to Sales | 2.46 |
| Price to Book Ratio | 1.04 |
| Enterprise Value to Revenue | 4.42 |
| Enterprise Value to EBIT | 37.32 |
| Enterprise Value to Net Income | -48 |
| Total Debt to Enterprise | 0.55 |
| Debt to Equity | 1.08 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$3.58
Consensus analyst estimateRevenue Estimate
$3.18 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 7.88, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 7.8790▲ 734.63% |
|---|---|
| Total Calls | 34,700▼ 99.31% |
| Total Puts | 273,400▼ 89.79% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 7.04%▼ 102.53% |
|---|---|
| Total Invested | $1.49B▼ 92.80% |
| Investors Holding | 287▼ 562.00% |
About Global Payments, Inc.
26,000 employees
CEO: Jeffrey Sloan
Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It offers authorization, settlement and funding, customer support, chargeb...