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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Darrin Peller | Wolfe Research | 8 (13%) |
| Jason Kupferberg | Wells Fargo | 8 (0%) |
| Dave Koning | Robert W. Baird | 6 (0%) |
| Tien-Tsin Huang | JPMorgan | 6 (0%) |
| Adam Frisch | Evercore ISI | 6 (0%) |
| Dan Dolev | Mizuho Securities | 6 (0%) |
| Andrew Schmidt | KeyBanc Capital Markets | 6 (0%) |
| Ramsey El-Assal | Cantor Fitzgerald | 5 (0%) |
| Dan Perlin | RBC Capital Markets | 4 (0%) |
| Bryan Keane | Citigroup | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 8 (13%) |
| Wells Fargo | 1 | 8 (0%) |
| Robert W. Baird | 1 | 6 (0%) |
| KeyBanc Capital Markets |
| 1 |
| 6 (0%) |
| Mizuho Securities | 1 | 6 (0%) |
| JPMorgan | 1 | 6 (0%) |
| Evercore ISI | 1 | 6 (0%) |
| Cantor Fitzgerald | 1 | 5 (0%) |
Post-Worldpay, Q1 adjusted net revenue reached $2.86 billion with normalized growth of approximately 5.5% and adjusted EPS of $2.96 up 10%. Worldpay integration progressed rapidly at 100+ days with cross-sell momentum between heritage companies building. Genius bookings accelerated with higher yields, and FY2026 guidance was reaffirmed at approximately 5% constant currency revenue growth and $13.80-$14.00 EPS.
Revenue Growth | Product Launch | M&A | Competitive Dynamics | Guidance Reliability | Capital Allocation | Pricing | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 3 | 3 | 5 | 1 | 1 | 1 |
| 2025Q1 | 3 | 2 | 3 | 3 | 1 | 2 | 1 | 3 |
| 2025Q2 | 4 | 5 | 2 | 1 | 1 | 3 | ||
| 2025Q3 | 5 | 3 | 2 | 1 | 1 | 2 | ||
| 2025Q4 | 5 | 5 | 3 | 2 | 2 | 2 | 1 | 1 |
| 2026Q1 | 3 | 3 | 4 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6 | 3 | 4 | 5 | 5 | 3 |
| Product Launch | 2 | 2 | 5 | 3 | 5 | 3 |
| M&A | 3 | 3 | 2 | 3 | 4 | |
| Competitive Dynamics | 3 | 3 | 1 | 2 | 2 | 1 |
| Guidance Reliability | 5 | 1 | 1 | 1 | 2 | |
| Capital Allocation | 1 | 2 | 3 | 1 | 2 | 1 |
| Pricing | 1 | 1 | 2 | 1 | 1 | |
| Innovation & R&D | 1 | 3 | 1 | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.52B | +3.4% | $2.25 | +63.0% | 24.0% | 22.5% | $469M |
| FY2025 Q1 | $2.41B | -0.3% | $1.24 | +1.6% | 20.5% | 12.7% | $428M |
| FY2025 Q2 | $1.96B | -0.7% | $0.99 | -32.7% | 28.7% | 12.3% | $665M |
| FY2025 Q3 | $2.01B | +0.5% | $2.64 | +112.9% | 31.8% | 31.6% | $599M |
| FY2025 Q4 | $1.90B | -24.6% | $0.91 | -59.6% | 13.0% | 11.5% | $347M |
| FY2026 Q1 | $2.97B | +23.1% | $-7.49 | -704.0% | -0.5% | -60.6% | $-550M |
| FY2026 Q2 | $3.32B | +69.7% | $0.05 | -94.9% | 10.2% | 0.4% | $427M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GPN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“entered Croatia through our partnership with Erste Bank.”
Global Payments entered the Croatian market through a partnership with Erste Bank, expanding its FI-based distribution in Europe.
“we are currently activating several enterprise merchants into Google's UCP protocol so that they can be among the first to provide a genetic shopping experiences for their customers.”
Global Payments is activating enterprise merchants onto Google's UCP protocol for agentic shopping, indicating adoption of Google's (Alphabet's) commerce protocol.
“Open AI shift in focus towards AI-driven product discovery and traffic generation while intentionally leaving checkout, payments, risk and settlement with us plays directly to our strengths and strategy.”
Global Payments frames OpenAI's focus on AI-driven product discovery (leaving checkout/payments/risk to payment providers) as favorable to its agentic-commerce positioning.
“we recently renewed and expanded our partnership with Lightspeed DMS, a leading dealer management system provider in the recreational industry.”
Global Payments renewed and expanded its embedded-payments partnership with Lightspeed DMS (recreational-industry dealer management system) via Payrix.
“In Spain, we won sporting goods retailer Decathlon”
Global Payments won sporting-goods retailer Decathlon in Spain as an EMEA payments client.
“Bojangles purchased our digital menu solutions for its corporate-owned stores, expanding our long-standing relationship.”
Bojangles purchased Global Payments' digital menu solutions for its corporate-owned stores, expanding a long-standing relationship.
“CKE Restaurant Holdings, Inc. selected Genius as its exclusive U.S. point-of-sale software”
CKE Restaurant Holdings (Carl's Jr., Hardee's) selected Genius as its exclusive U.S. POS software and Global Payments as in-store payments provider across 2,400+ locations.
“Morrisons, a leading supermarket chain and recent signing in the U.K. is also ramping their volumes with us.”
U.K. supermarket chain Morrisons, a recent Global Payments signing, is ramping volumes with full migration expected this quarter.
“This quarter, Aldi Sud selected us across both North America and EMEA.”
Grocery chain Aldi Sud selected Global Payments across North America and EMEA, expected to onboard volumes as early as Q2.
“In Asia Pacific, we were pleased to be selected by KFC and Pizza Hut.”
Global Payments was selected by Yum! Brands' KFC and Pizza Hut in Asia Pacific, a payments-vertical win.
“extending our relationship with Marriott across the region”
Global Payments extended its hospitality-vertical relationship with Marriott across Asia Pacific.
“starting with Abercrombie & Fitch & Company, where we signed a long-term agreement to serve as their acquirer for card-based payments in the U.S.”
Global Payments signed a long-term agreement to be Abercrombie & Fitch's U.S. card-based payments acquirer.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GPN Global Payments | 7 | +23.1% | |
| CTAS Cintas | 8 | +8.9% | |
| TRI Thomson Reuters Corporation | 7 | +9.8% |