Solid Financial Performance: Global Payments reported a 5% constant currency adjusted net revenue growth to $2.36 billion for Q2 2025, with adjusted EPS increasing 11% YOY to $3.10. The company experienced 130 basis points of margin expansion, underscoring resilience in its business model despite macroeconomic challenges.

Transformation and Strategic Focus: The company is undergoing a significant operational transformation expected to yield $650 million in annual operating income benefits by streamlining operations and focusing on higher-return segments. Recent divestitures, including the sale of its payroll business, will contribute to accelerating capital returns to shareholders, with $1.2 billion already returned in less than a year.

Acquisition of Worldpay: Global Payments is progressing with the acquisition of Worldpay, a deal aimed to close in early 2026. The integration planning has begun, and the company is experiencing regulatory approvals, including a successful U.S. antitrust review. The acquisition is anticipated to enhance market competitiveness, service offerings, and growth opportunities.