Global Payments faces risks from macroeconomic conditions like currency fluctuations, inflation, rising interest rates, and general spending declines. Disruptions in financial markets could impact access to cash and settlement services. Geopolitical instability and increased business difficulty in certain regions are also potential risks. A downturn in macroeconomic conditions could necessitate cost-cutting measures. The company's ability to successfully execute its business transformation and reorganization activities is also a risk.
Financial Upside
Global Payments anticipates revenue growth from increased transaction volumes and strategic acquisitions. Operating leverage is expected to improve margins. Business transformation initiatives are projected to generate $500 million in annual run-rate operating income by mid-2027. The sale of AdvancedMD and other potential divestitures could also create value.
