Global Payments’ Q4 Revenue Rises 6% to $2.3B in First Worldpay Quarter
Global Payments posted Q4 net revenue of $2.3 billion, up 6% year-over-year on a constant-currency basis excluding Total Systems, in its first quarter with Worldpay. Net income was $217.5 million (92¢ EPS), and the company launched a $2.5 billion buyback program, starting with $550 million repurchased and forecasting 5% revenue growth in 2026.
1. Q4 Financial Results
Global Payments generated net revenue of $2.3 billion in the fourth quarter, marking a 6% year-over-year increase on a constant-currency basis excluding the Total Systems sale. Net income reached $217.5 million, or 92 cents per diluted share, reflecting mixed beat-and-miss versus wall-street estimates.
2. Worldpay Acquisition Integration
This quarter was the first to include Worldpay’s contribution following its acquisition, expanding the company’s merchant solutions footprint. Management highlights the next priority as seamless integration and realization of anticipated cost and revenue synergies.
3. Share Repurchase Program
Leadership authorized a $2.5 billion share buyback program and immediately repurchased $550 million of stock. The resumption of buybacks signals confidence in cash flow generation and aims to enhance shareholder value.
4. 2026 Outlook
For fiscal 2026, the company expects adjusted net revenue growth of approximately 5% on a constant-currency basis, excluding dispositions. Management indicates execution on integration and sustained merchant growth will be key drivers for meeting this target.