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Global Payments & Worldpay — A Bigger Payments Powerhouse Is Taking Shape!

Global Payments reported second quarter 2026 results reflecting steady execution and ongoing integration progress following the Worldpay acquisition. Adjusted net revenue rose 4% on a normalized basis, despite an approximate 100 basis point revenue headwind stemming from the ongoing conflict in the Middle East impacting their travel portfolio. Adjusted operating margins expanded by 70 basis points, while adjusted earnings per share increased 12%, underlying the resilience of their diversified revenue streams and scale. The company has reorganized into three operating segments—Small and Medium-Sized Business (SMB), Enterprise, and Platforms—to align with its post-Worldpay go-to-market structure. The SMB segment generated $1.51 billion in adjusted net revenue, up 4%, supported by a 4% volume increase and acceleration in Genius point-of-sale platform adoption. Year-over-year, Genius enabled new customer yields to increase by 75%, though its current revenue contribution remains modest due to its early commercial stage.