Global Payments Inc. reported third‑quarter 2025 financial results for the nine‑month period ended September 30, 2025. Consolidated revenue was $2.01 billion, a 0.5 % increase from the same period in 2024. Adjusted net revenue rose 6 % in constant currency excluding dispositions to $2.43 billion.
Net income attributable to Global Payments was $635.2 million, up 101.6 % year‑over‑year. Adjusted earnings per share were $3.26, beating consensus estimates of $3.23. Operating income increased to $778 million, a 75.7 % rise from $452 million in the prior year. Adjusted operating margin expanded 110 basis points to 45.0 %.
Adjusted free cash flow reached $784 million, and the adjusted net leverage ratio fell to 2.9‑times at quarter‑end. Management reiterated its 2025 guidance, projecting constant‑currency adjusted net revenue growth of 5‑6 % and an operating margin expansion of more than 50 basis points. Adjusted EPS growth for 2025 is expected to be in the high‑end 10‑11 % range.
The company confirmed a quarterly dividend of $0.25 per share, payable on December 27, 2025. Global Payments also reported that the UK Competition and Markets Authority cleared its acquisition of Worldpay on October 20, 2025, and the transaction is expected to close in the first quarter of 2026. The deal will reposition Global Payments as a pure‑play merchant solutions provider after the divestiture of its issuer solutions business to FIS.
Segment performance contributed to the results. Adjusted net revenue for Merchant Solutions was $1.88 billion, up 2.2 % year‑over‑year, while Issuer Solutions revenue was $561.8 million, up 6.2 %. The Genius point‑of‑sale platform continued to drive new customer acquisition and monthly sales growth, supporting the company’s margin expansion.
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