Feb. 18 at 8:59 PM
Global Payments surged to lead the S&P 500 after beating Q4 earnings and issuing a strong 2026 outlook. Adjusted Q4 earnings were
$3.18 per share, slightly above the
$3.16 consensus, with adjusted revenue up 6% to
$2.32B. Full-year guidance of
$13.80–
$14 per share exceeded analyst expectations of
$13.58, with net revenue growth projected at ~5% in constant currency.
Shares jumped 16% to
$81.22, marking the largest single-day gain since March 2020. CEO Cameron Bready highlighted the divestiture of the Issuer Solutions business and the earlier acquisition of Worldpay as pivotal steps in the company’s transformation, alongside the launch of the Genius point-of-sale platform. Despite the rally, Global Payments has slightly declined in 2026, lagging the S&P 500, while peers Fiserv and FIS have fallen 5.3% and 25%, respectively.
$GPN $SPX