$GPN · GLOBAL PAYMENTS INC
Global Payments filed an 8-K (Item 2.02) reporting Q3 FY2026 results for the quarter ended September 30, 2026. GAAP revenue was $3.31 billion and adjusted net revenue was $3.18 billion, up ~31% (over 4% on a normalized basis). GAAP diluted EPS was $1.06 and adjusted EPS was $3.58, up 10% YoY. The company reaffirmed its full-year 2026 outlook and raised its Worldpay run-rate expense synergy target to $650 million.
- Adjusted EPS rose 10% YoY to $3.58; GAAP diluted EPS was $1.06.
- GAAP revenue was $3.31 billion; adjusted net revenue was $3.18 billion, up ~31%.
- Normalized adjusted operating margin expanded 220 bps to 42.5%.
- FY2026 adjusted EPS guidance reaffirmed at $13.60–$13.80.
- Worldpay run-rate expense synergy target raised to $650 million.
Markets closed — no regular-session reaction yet; extended-hours last trade $96.10, +0.01% vs regular close.
A steady beat-and-reaffirm quarter with a raised synergy target signals the Worldpay integration is tracking ahead of plan.
_Not applicable._
Integration risks from the Worldpay acquisition, including failure to realize anticipated cost savings, remain a key forward-looking risk cited in the release.