FIS Q4 2025

Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Fidelity National Information Services delivered a headline-grabbing fourth quarter, matching the Street's $1.68 adjusted EPS consensus exactly while blowing past revenue expectations by 11.67%, with sales climbing 8.2% year-over-year to $2.81 billio… Read more Fidelity National Information Services delivered a headline-grabbing fourth quarter, matching the Street's $1.68 adjusted EPS consensus exactly while blowing past revenue expectations by 11.67%, with sales climbing 8.2% year-over-year to $2.81 billion against a consensus of $2.52 billion. The standout driver was broad-based segment strength, with Banking Solutions revenue rising 9% to $1.87 billion and Capital Market Solutions up 8% to $883 million, the latter expanding Adjusted EBITDA margins by 227 basis points to 57.4% on favorable revenue mix and operating leverage. A transformative strategic pivot added further dimension to the print, as FIS closed its acquisition of the Issuer Solutions Business in early January 2026 while simultaneously exiting its remaining 45% Worldpay stake, a move management says positions the company to hold the most comprehensive financial data set spanning the entire money lifecycle. Looking ahead, FIS projects 2026 adjusted revenue growth of 30-31% and Adjusted EPS growth of 8-10%, though the company plans to temporarily pause share repurchases and capital returns to accelerate deleveraging toward a 2.8x gross leverage target.