| GPN |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$3.50 vs. cons $3.46 |
MEDIUM |
| GPN |
Report |
Adjusted Net Revenue (Q2 2026, Worldpay-consolidated) |
MISS |
pred ~$3.13B vs. cons $3.17B |
MEDIUM |
| GPN |
Report |
Adjusted EBITDA/Operating Margin (Q2 2026) |
MISS |
pred ~43.6% vs. cons ~44.4% |
LOW |
| GPN |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$13.85 (mid of $13.80-$14.00 range) vs. cons $13.83 (FY2026) |
MEDIUM |
| GPN |
Guide |
FY2026 normalized constant-currency net revenue growth guidance |
BETTER |
guide ~5.0% vs. cons ~4.7% (FY2026) |
LOW |
| GPN |
Guide |
Middle East travel/IRS tax headwind commentary |
LOWER |
guide ~50-70bps residual drag vs. cons ~0bps embedded (Q3 2026) |
LOW |
| GPN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| GPN |
Return |
5-day cumulative residual |
-0.5% (FADE) |
An EPS beat and reaffirmed FY26 guide likely spark an initial pop, but the setup is fragile: GPN's Zacks ESP is negative with six downward estimate revisions and zero upward in 60 days, margin optics will look weak on a normalized-EBITDA basis due to Worldpay consolidation and integration costs, and any incomplete Middle East travel normalization pushes the up-to-100bps headwind into Q3/Q4 math. As sell-side models re-run FY27 synergy-ramp assumptions (revenue synergies still not material until 2027-28) against a stock that already re-rated ~40% off its June lows on the Morgan Stanley upgrade, the initial beat-driven move likely fades over the following days as analysts trim out-period numbers even if Q2 itself beat. |
MEDIUM |