diff --git a/esphome/components/globals/__init__.py b/esphome/components/globals/__init__.py
index ec6730a41c..46725fe6dd 100644
--- a/esphome/components/globals/__init__.py
+++ b/esphome/components/globals/__init__.py
@@ -108,8 +108,13 @@ async def globals_set_to_code(config, action_id, template_arg, args):
     full_id, paren = await cg.get_variable_with_full_id(config[CONF_ID])
     template_arg = cg.TemplateArguments(full_id.type, *template_arg)
     var = cg.new_Pvariable(action_id, template_arg, paren)
+    # Use the global's value_type alias as the lambda return type so
+    # TemplatableFn stores a direct function pointer instead of going through
+    # the deprecated converting trampoline when the value expression deduces
+    # to a different type (e.g. int literal assigned to a float global).
+    value_type = cg.RawExpression(f"{full_id.type}::value_type")
     templ = await cg.templatable(
-        config[CONF_VALUE], args, None, to_exp=cg.RawExpression, wrap_constant=True
+        config[CONF_VALUE], args, value_type, to_exp=cg.RawExpression
     )
     cg.add(var.set_value(templ))
     return var
diff --git a/tests/components/globals/common.yaml b/tests/components/globals/common.yaml
index 35dca0624f..6d5721d3be 100644
--- a/tests/components/globals/common.yaml
+++ b/tests/components/globals/common.yaml
@@ -4,6 +4,14 @@ esphome:
       - globals.set:
           id: glob_int
           value: "10"
+      # Set a float global with an integer literal - must emit the correct
+      # return type so TemplatableFn stores a direct function pointer.
+      - globals.set:
+          id: glob_float
+          value: "102"
+      - globals.set:
+          id: glob_float
+          value: !lambda "return 42;"
 
 globals:
   - id: glob_int