| GPN |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.25 vs. cons $3.27 |
MEDIUM |
| GPN |
Report |
Adjusted net revenue |
IN-LINE |
pred ~$3.00B vs. cons $3.02B |
MEDIUM |
| GPN |
Report |
Normalized constant-currency adjusted net-revenue growth |
IN-LINE |
pred ~4.1% vs. cons 4.3% |
MEDIUM |
| GPN |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$13.90 vs. cons $13.90 (FY26) |
HIGH |
| GPN |
Guide |
FY26 normalized constant-currency adjusted net-revenue growth |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY26) |
HIGH |
| GPN |
Guide |
Q3 normalized constant-currency adjusted net-revenue growth |
BETTER |
guide ~5.6% vs. cons 5.3% (Q3 2026) |
LOW |
| GPN |
Guide |
Worldpay expense-synergy exit rate |
UNCHANGED |
guide ~$150M vs. cons $150M (FY26 exit rate) |
MEDIUM |
| GPN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| GPN |
Return |
5-day cumulative residual |
-3.5% (FADE) |
A largely in-line Q2 and unchanged FY26 guide leave little room for upward FY26 revisions; the implied second-half acceleration remains dependent on travel normalization and enterprise go-lives, so the absence of a material guide lift should pull estimates and the valuation premium modestly lower after the initial reaction. |
MEDIUM |