Global Payments (GPN) reported $2.43 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3%. EPS of $3.26 for the same period compares to $3.08 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.41 billion, representing a surprise of +0.9%. The company delivered an EPS surprise of +0.93%, with the consensus EPS estimate being $3.23.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Global Payments performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Non-Gaap Revenues- Merchant Solutions: $1.88 billion versus the eight-analyst average estimate of $1.87 billion. The reported number represents a year-over-year change of +2.2%.
- Non-Gaap Revenues- Issuer Solutions: $561.78 million compared to the $551.69 million average estimate based on eight analysts. The reported number represents a change of +6.2% year over year.
- Non-Gaap Revenues- Intersegment Elimination: $-17.38 million compared to the $-17.08 million average estimate based on six analysts. The reported number represents a change of +5.8% year over year.
- Revenues- Merchant Solutions: $2.01 billion versus $2.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
- Non-Gaap Operating Income- Corporate: $-132.99 million versus the three-analyst average estimate of $-134.09 million.
- Non-Gaap Operating Income- Issuer Solutions: $263.49 million versus the three-analyst average estimate of $257.61 million.
- Non-Gaap Operating Income- Merchant Solutions: $962.34 million versus the three-analyst average estimate of $956.81 million.
- Operating Income- Merchant Solutions: $749.99 million compared to the $734.99 million average estimate based on two analysts.
View all Key Company Metrics for Global Payments here>>>
Shares of Global Payments have returned -11.6% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Global Payments Inc. (GPN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
