Can Worldpay Help Global Payments Build a Stronger Growth Story?

Global Payments (GPN) closed its Worldpay acquisition and posted second-quarter 2026 revenue of $3.2 billion, up 33.8% year-over-year, driven largely by the deal. Normalized revenue growth came in at 4%, while adjusted operating margin expanded 70 basis points to 42%. The integration transforms GPN into a pure-play commerce solutions provider.

Management guided 2026 normalized revenue growth to 4-5% and adjusted EPS to a range of $13.60-$13.80. The company expects its new commerce offerings and continued Worldpay integration to accelerate growth beyond current run rates.

The margin expansion suggests early synergy capture, though the 4% normalized organic growth trails some payment processors. The acquisition nearly doubles revenue but requires execution on cross-sell and platform consolidation to justify the price tag.