Global Payments (GPN) reported $2.32 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 1.4%. EPS of $3.18 for the same period compares to $2.95 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.32 billion, representing a surprise of -0.02%. The company delivered an EPS surprise of -0.03%, with the consensus EPS estimate being $3.18.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $1.78 billion versus $1.77 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +1.1% change.
- Non-Gaap Revenues- Issuer Solutions: $557.07 million versus $565.94 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Non-Gaap Revenues- Intersegment Elimination: $-18.66 million versus $-16.5 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +15.9% change.
- Revenues- Merchant Solutions: $1.9 billion versus the three-analyst average estimate of $1.93 billion. The reported number represents a year-over-year change of +0.6%.
- Non-Gaap Operating Income- Corporate: $-108.05 million versus the four-analyst average estimate of $-107.17 million.
- Non-Gaap Operating Income- Merchant Solutions: $877.09 million compared to the $880.92 million average estimate based on four analysts.
- Non-Gaap Operating Income- Issuer Solutions: $267.78 million compared to the $269.31 million average estimate based on four analysts.
- Operating Income- Merchant Solutions: $653.8 million versus $674.05 million estimated by two analysts on average.
- Operating Income- Corporate: $-406.3 million compared to the $-272.81 million average estimate based on two analysts.
View all Key Company Metrics for Global Payments here>>>
Shares of Global Payments have returned -2.7% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Global Payments Inc. (GPN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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