Please wait
.2
SCHEDULE 1
SUPPLEMENTAL COMBINED FINANCIAL INFORMATION
RECONCILIATION OF SEGMENT NON-GAAP FINANCIAL MEASURES TO GAAP MEASURES (UNAUDITED)
COMBINED RESULTS OF GLOBAL PAYMENTS INC. CONTINUING OPERATIONS AND WORLDPAY
(In thousands)
Three Months Ended March 31, 2025
GAAP (1)
Net Revenue Adjustments (2)
Earnings Adjustments(3)
Non-GAAP
Revenues:
Enterprise$703,870 $(1,166)$— $702,704 
Platforms571,928 (31,734)— 540,194 
SMB1,530,361 (149,641)— 1,380,720 
Other revenues227,048 304 — 227,352 
$3,033,207 $(182,237)$— $2,850,969 
Operating income (loss):
Enterprise$302,268 $— $242,812 $545,080 
Platforms173,211 — 89,299 262,511 
SMB677,646 — 200,142 877,788 
Corporate/Other(827,519)— 256,577 (570,942)
Gain on business disposition3,993 — (3,993)— 
$329,599 $— $784,838 $1,114,437 

------------------------------------------------------------------------------------------

(1)Represents Global Payments continuing operations and Worldpay financial information determined in accordance with GAAP applied by Global Payments.

(2)Includes adjustments to revenues for gross-up related payments (included in operating expenses) associated with certain lines of business to reflect economic benefits to the company, elimination of revenues between Global Payments and Worldpay, and adjustments to conform Worldpay's presentation with that of Global Payments.

(3)For the three months ended March 31, 2025, earnings adjustments to operating income include depreciation and amortization of $548.8 million, which is primarily amortization of acquired intangibles, acquisition, integration, separation and transformation expenses of $186.3 million, facilities exit charges of $4.7 million, employee termination benefits of $0.2 million, charges related to the resolution of a certain legal matter of $18.3 million, and other items of $30.6 million.

Earnings adjustments to operating income also included the elimination of a $4.0 million gain on business dispositions.

See "Non-GAAP Financial Measures" discussion in Schedule 6.

Note: Amounts may not sum due to rounding.

1

.2
SCHEDULE 2
SUPPLEMENTAL COMBINED FINANCIAL INFORMATION
RECONCILIATION OF SEGMENT NON-GAAP FINANCIAL MEASURES TO GAAP MEASURES (UNAUDITED)
COMBINED RESULTS OF GLOBAL PAYMENTS INC. CONTINUING OPERATIONS AND WORLDPAY
(In thousands)
Three Months Ended June 30, 2025
GAAP (1)
Net Revenue Adjustments (2)
Earnings Adjustments(3)
Non-GAAP
Revenues:
Enterprise$785,234 $(1,520)$— $783,714 
Platforms613,305 (29,242)— 584,063 
SMB1,671,778 (157,763)— 1,514,014 
Other revenues231,457 178 — 231,636 
$3,301,774 $(188,347)$— $3,113,426 
Operating income (loss):
Enterprise$375,200 $— $239,295 $614,495 
Platforms186,323 — 95,047 281,370 
SMB773,706 — 205,749 979,454 
Corporate/Other(855,699)— 271,751 (583,948)
Impairment of goodwill(33,218)— 33,218 — 
Gain on business disposition267 — (267)— 
$446,578 $— $844,793 $1,291,371 

------------------------------------------------------------------------------------------

(1)Represents Global Payments continuing operations and Worldpay financial information determined in accordance with GAAP applied by Global Payments.

(2)Includes adjustments to revenues for gross-up related payments (included in operating expenses) associated with certain lines of business to reflect economic benefits to the company, elimination of revenues between Global Payments and Worldpay, and adjustments to conform Worldpay's presentation with that of Global Payments.

(3)For the three months ended June 30, 2025, earnings adjustments to operating income include depreciation and amortization of $554.6 million, which is primarily amortization of acquired intangibles, acquisition, integration, separation and transformation expenses of $198.5 million, facilities exit charges of $5.1 million, employee termination benefits of $24.5 million, and other items of $29.1 million.

Earnings adjustments to operating income also included a $33.2 million noncash goodwill impairment charge in connection with the classification of our Issuer Solutions business as assets held for sale, and the elimination of a $0.3 million gain on business dispositions.

See "Non-GAAP Financial Measures" discussion in Schedule 6.

Note: Amounts may not sum due to rounding.

2

.2
SCHEDULE 3
SUPPLEMENTAL COMBINED FINANCIAL INFORMATION
RECONCILIATION OF SEGMENT NON-GAAP FINANCIAL MEASURES TO GAAP MEASURES (UNAUDITED)
COMBINED RESULTS OF GLOBAL PAYMENTS INC. CONTINUING OPERATIONS AND WORLDPAY
(In thousands)
Three Months Ended September 30, 2025
GAAP (1)
Net Revenue Adjustments (2)
Earnings Adjustments(3)
Non-GAAP
Revenues:
Enterprise$774,870 $(1,475)$— $773,395 
Platforms604,145 (26,134)— 578,011 
SMB1,701,022 (151,115)— 1,549,907 
Other revenues210,245 137 — 210,381 
$3,290,282 $(178,588)$— $3,111,694 
Operating income (loss):
Enterprise$352,895 $— $240,246 $593,141 
Platforms159,730 — 95,289 255,019 
SMB765,846 — 184,265 950,111 
Corporate/Other(834,008)— 295,658 (538,350)
Gain on business disposition343,891 — (343,891)— 
$788,354 $— $471,567 $1,259,921 

------------------------------------------------------------------------------------------

(1)Represents Global Payments continuing operations and Worldpay financial information determined in accordance with GAAP applied by Global Payments.

(2)Includes adjustments to revenues for gross-up related payments (included in operating expenses) associated with certain lines of business to reflect economic benefits to the company, elimination of revenues between Global Payments and Worldpay, and adjustments to conform Worldpay's presentation with that of Global Payments.

(3)For the three months ended September 30, 2025, earnings adjustments to operating income include depreciation and amortization of $563.3 million, which is primarily amortization of acquired intangibles, acquisition, integration, separation, and transformation expenses of $261.0 million, facilities exit charges of $4.9 million, employee termination benefits of $4.3 million, and other items of $(18.1) million.

Earnings adjustments to operating income also included the elimination of a $343.9 million gain on business dispositions.

See "Non-GAAP Financial Measures" discussion in Schedule 6.

Note: Amounts may not sum due to rounding.

3

.2
SCHEDULE 4
SUPPLEMENTAL COMBINED FINANCIAL INFORMATION
RECONCILIATION OF SEGMENT NON-GAAP FINANCIAL MEASURES TO GAAP MEASURES (UNAUDITED)
COMBINED RESULTS OF GLOBAL PAYMENTS INC. CONTINUING OPERATIONS AND WORLDPAY
(In thousands)
Three Months Ended December 31, 2025
GAAP (1)
Net Revenue Adjustments (2)
Earnings Adjustments(3)
Non-GAAP
Revenues:
Enterprise$796,662 $(1,522)$— $795,140 
Platforms600,532 (24,036)— 576,497 
SMB1,533,914 (144,324)— 1,389,590 
Other revenues257,840 (389)— 257,451 
$3,188,948 $(170,271)$— $3,018,677 
Operating income (loss):
Enterprise$397,612 $— $241,088 $638,700 
Platforms161,292 — 92,005 253,297 
SMB603,687 — 242,007 845,694 
Corporate/Other(880,124)— 390,828 (489,297)
Gain on business disposition(32,174)— 32,174 — 
$250,293 $— $998,101 $1,248,394 

------------------------------------------------------------------------------------------

(1)Represents Global Payments continuing operations and Worldpay financial information determined in accordance with GAAP applied by Global Payments.

(2)Includes adjustments to revenues for gross-up related payments (included in operating expenses) associated with certain lines of business to reflect economic benefits to the company, elimination of revenues between Global Payments and Worldpay, and adjustments to conform Worldpay's presentation with that of Global Payments.

(3)For the three months ended December 31, 2025, earnings adjustments to operating income include depreciation and amortization of $589.7 million, which is primarily amortization of acquired intangibles, acquisition, integration, separation and transformation expenses of $364.6 million, facilities exit charges of $4.6 million, employee termination benefits of $3.7 million, and other items of $3.3 million.

Earnings adjustments to operating income also included the elimination of a $32.2 million loss on business dispositions.

See "Non-GAAP Financial Measures" discussion in Schedule 6.

Note: Amounts may not sum due to rounding.

4

.2
SCHEDULE 5
SUPPLEMENTAL COMBINED FINANCIAL INFORMATION
RECONCILIATION OF SEGMENT NON-GAAP FINANCIAL MEASURES TO GAAP MEASURES (UNAUDITED)
COMBINED RESULTS OF GLOBAL PAYMENTS INC. CONTINUING OPERATIONS AND WORLDPAY
(In thousands)
Year Ended December 31, 2025
GAAP (1)
Net Revenue Adjustments (2)
Earnings Adjustments(3)
Non-GAAP
Revenues:
Enterprise$3,060,636 $(5,684)$— $3,054,952 
Platforms2,389,910 (111,146)— 2,278,764 
SMB6,437,074 (602,844)— 5,834,230 
Other revenues926,589 232 — 926,821 
$12,814,209 $(719,443)$— $12,094,767 
Operating income (loss):
Enterprise$1,427,975 $— $963,441 $2,391,416 
Platforms680,557 — 371,641 1,052,197 
SMB2,820,884 — 832,163 3,653,047 
Corporate/Other(3,397,350)— 1,214,813 (2,182,537)
Impairment of goodwill(33,218)— 33,218 — 
Gain on business disposition315,976 — (315,976)— 
$1,814,824 $— $3,099,299 $4,914,123 

------------------------------------------------------------------------------------------

(1)Represents Global Payments continuing operations and Worldpay financial information determined in accordance with GAAP applied by Global Payments.

(2)Includes adjustments to revenues for gross-up related payments (included in operating expenses) associated with certain lines of business to reflect economic benefits to the company, elimination of revenues between Global Payments and Worldpay, and adjustments to conform Worldpay's presentation with that of Global Payments.

(3)For the year ended December 31, 2025, earnings adjustments to operating income include depreciation and amortization of $2,256.4 million, which is primarily amortization of acquired intangibles, acquisition, integration, separation, and transformation expenses of $1,010.5 million, facilities exit charges of $19.3 million, employee termination benefits of $32.6 million, charges related to the resolution of a certain legal matter of $18.3 million, and other items of $45.0 million.

Earnings adjustments to operating income also included a $33.2 million noncash goodwill impairment charge in connection with the classification of our Issuer Solutions business as assets held for sale, and the elimination of a $316.0 million gain on business dispositions.

See "Non-GAAP Financial Measures" discussion in Schedule 6.

Note: Amounts may not sum due to rounding.

5

.2
SCHEDULE 6
NON-GAAP FINANCIAL MEASURES
Global Payments supplements revenues, operating income, operating margin, net income attributable to Global Payments, and earnings per share (EPS) determined in accordance with U.S. GAAP by providing these measures with certain adjustments (such measures being non-GAAP financial measures) in this document to assist with evaluating our performance. In addition to GAAP measures, management uses these non-GAAP financial measures to focus on the factors the company believes are pertinent to the daily management of our operations. The constant currency growth measures adjust for the impact of exchange rates and are calculated using average exchange rates during the comparable period in the prior year. Management uses these non-GAAP financial measures, together with other metrics, to set goals for and measure the performance of the business and to determine incentive compensation. Adjusted net revenue, adjusted operating income, adjusted operating margin, adjusted net income attributable to Global Payments, and adjusted EPS should be considered in addition to, and not as substitutes for, revenues, operating income, and EPS determined in accordance with GAAP. The non-GAAP financial measures reflect management's judgment of particular items, and may not be comparable to similarly titled measures reported by other companies.

Adjusted net revenue excludes gross-up related payments associated with certain lines of business to reflect economic benefits to the company. On a GAAP basis, these payments are presented gross in both revenues and operating expenses. Management believes adjusted net revenue more closely reflects the economic benefits to the company's core business and allows for better comparisons with industry peers.

Adjusted operating income, adjusted operating margin, adjusted net income attributable to Global Payments and adjusted EPS exclude acquisition-related amortization expense, acquisition, integration, separation and transformation expense, gains or losses on business dispositions, and certain other items specific to each reporting period as more fully described in the accompanying reconciliations in Schedules 1-5. In addition depreciation expense of certain acquired technology assets is also excluded, as it is a noncash expense and, based on its nature, is impacted by future integration initiatives. Excluding such depreciation expense supplements GAAP information with a measure that can be used to assess the comparability of operating performance across periods, as such assets were recognized as part of acquisition accounting. The tax rate used in determining the income tax impact of earnings adjustments is either the jurisdictional statutory rate in effect at the time of the adjustment or the jurisdictional expected annual effective tax rate for the period, depending on the nature and timing of the adjustment. In addition, income taxes on adjustments include the removal of tax charges related to business dispositions.

Adjusted operating margin is derived by dividing adjusted operating income by adjusted net revenue.

This document contains supplemental non-GAAP financial information which reflects the combined results of Global Payments' continuing operations and Worldpay on a quarterly basis and for the year ended December 31, 2025. We believe this non-GAAP financial information will assist investors with evaluating the performance of our business following our acquisition of Worldpay. The supplemental information is not necessarily indicative of the actual results that might have been achieved if Worldpay had been owned by the Company during the periods presented.


6