Global Payments Dumps Issuer Solutions — Could This Game-Changing Divestiture Unlock Massive Cash Flow?

Global Payments Inc. delivered a strong performance in the third quarter of 2025, showcasing robust operational results and strategic initiatives that position the company for future growth. The company reported 6% constant currency adjusted net revenue growth, excluding dispositions, alongside 110 basis points of margin expansion and 11% constant currency adjusted EPS growth compared to the prior year. This performance was bolstered by strong execution across various business units, notably Merchant Solutions and Issuer Solutions. In the Merchant Solutions segment, adjusted net revenue reached $1.88 billion, marking a 6% increase on a constant currency basis, excluding dispositions. This uplift was partly driven by the ongoing success of the Genius platform, which experienced a 37% monthly sales increase since its June launch. Genius sales accounted for the majority of new customer acquisitions in the market.