Global Payments to Report Q2 Earnings: Here Are the Estimates

Core Insights - Global Payments Inc. (GPN) is expected to report second-quarter 2025 results on August 6, 2025, with earnings estimated at $3.03 per share and revenues at $2.35 billion, reflecting a year-over-year increase of 3.4% and 1.3% respectively [1][6] - For the full year 2025, the revenue estimate stands at $9.3 billion, indicating a 1.6% year-over-year rise, while the EPS estimate is $12.11, suggesting a 4.9% increase year-over-year [2] Earnings Estimates - The second-quarter earnings estimate has increased by 1 cent over the past 60 days [1] - GPN has an Earnings ESP of -0.02% and a Zacks Rank of 3, indicating uncertainty regarding an earnings beat this quarter [3] Revenue Breakdown - Adjusted revenues from Issuer Solutions are projected to rise nearly 3% year-over-year, driven by higher accounts and transactions [6] - Merchant Solutions revenues are expected to grow by 0.4%, with operating income anticipated to increase by around 2% year-over-year [6][7] - The consensus estimate for adjusted revenues from Merchant Solutions indicates a 0.4% increase from the previous year's $1.8 billion, while adjusted operating income is expected to grow by 2% from $884.8 million [7] - Adjusted revenues from Issuer Solutions are expected to show an almost 3% increase from last year's $541.5 million, with adjusted operating income projected to rise by 3.7% from $246.6 million [8] Regional Performance - The consensus estimate for Europe operations indicates a 2.1% year-over-year increase, while revenues from Americas operations are expected to rise by 0.9% and Asia Pacific by 1.5% [9] Cost Considerations - Profit growth may be partially offset by increased costs, with an anticipated 1.4% rise in adjusted cost of service year-over-year due to ongoing investments in digital capabilities [10]