Want to see GPN full AI Analyst Report?
Operating Margin by Segment
Indicates the efficiency of each segment in turning revenue into profit, helping assess operational effectiveness and potential areas for cost optimization.Merchant and Issuer margins surge in 2024–25 then abruptly collapse or zero out in 2026 Q1, while Consumer margins have been zeroed since late‑2023—a pattern consistent with resegmentation, the Worldpay integration, issuer disposition and one‑time accounting adjustments rather than pure operating improvement. Management still reported company‑level margin expansion (Q1 adjusted operating margin 39.9%) and is targeting further normalized expansion, but segment-level figures look volatile and transitional; wait for the new reportable segments and 2027–28 synergy delivery before extrapolating sustainable margin gains.
Date | Merchant Solutions | Issuer Solutions | Consumer Solutions | Enterprise | Platforms | SMB |
|---|---|---|---|---|---|---|
Jun 30, 2026 | 29.50 | 29.50 | 38.10 | |||
Mar 31, 2026 | 0.00 | 22.40 | 29.40 | 36.70 | ||
Dec 31, 2025 | 49.22 | 48.07 | ― | ― | ― | |
Sep 30, 2025 | 50.75 | 47.86 | ― | ― | ― | |
Jun 30, 2025 | 49.78 | 49.56 | ― | ― | ― | |
Mar 31, 2025 | 47.51 | 47.24 | ― | ― | ― | |
Dec 31, 2024 | 48.04 | 47.84 | ― | ― | ― | |
Sep 30, 2024 | 49.66 | 46.37 | ― | ― | ― | |
Jun 30, 2024 | 48.51 | 47.84 | ― | ― | ― | |
Mar 31, 2024 | 46.64 | 47.83 | ― | ― | ― |