| GPN |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$3.49 vs. cons $3.45 |
MEDIUM |
| GPN |
Report |
Adjusted net revenue (Q2'26) |
IN-LINE |
pred ~$3.16B vs. cons $3.17B |
MEDIUM |
| GPN |
Report |
Constant-currency organic/net revenue growth (Q2'26) |
IN-LINE |
pred ~+4.5% vs. cons ~+5% |
LOW |
| GPN |
Guide |
FY26 Adjusted EPS guide |
UNCHANGED |
guide ~$13.80-$14.00 (mid $13.90) vs. cons $13.86 (FY26) |
MEDIUM |
| GPN |
Guide |
FY26 constant-currency adj. net revenue growth |
UNCHANGED |
guide ~5% vs. cons ~5% (FY26) |
MEDIUM |
| GPN |
Guide |
FY26 adjusted operating margin expansion |
UNCHANGED |
guide ~+150 bps vs. cons ~+150 bps (FY26, H2-weighted) |
MEDIUM |
| GPN |
Guide |
New segment disclosure (Enterprise / Integrated & Platforms / SMB growth rates) |
UNKNOWN |
debut; no cons baseline yet vs. implied ~5% blended (FY26) |
LOW |
| GPN |
Guide |
FY26 capital return / buyback pace |
UNCHANGED |
guide >$2B vs. cons ~$2B (FY26), leverage 3.5x to 3.0x by end-2027 |
MEDIUM |
| GPN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| GPN |
Return |
5-day cumulative residual |
-5.5% (FADE) |
Stock rallied ~40% off the June low and ~12% into the print with near-term revisions skewed negative (~6 down/0 up), so even a modest EPS beat plus a simple reaffirm is largely priced. The Q2 travel/IRS headwinds and H2-weighted synergy/margin ramp mean the full-year math relies on an implicit second-half back-load; a reaffirm rather than a raise, combined with new-segment growth rates that reset comps, invites profit-taking and out-period estimate trims that pull the stock lower over the following days. |
LOW |