FIS Q1 2025 Earnings
Reported May 6, 2025 at 7:02 AM ET · SEC Source
Q1 25 EPS
$1.21
BEAT +1.04%
Est. $1.20
Q1 25 Revenue
$2.53B
BEAT +0.80%
Est. $2.51B
vs S&P Since Q1 25
-66.3%
TRAILING MARKET
FIS -37.3% vs S&P +29.0%
Market Reaction
Did FIS Beat Earnings? Q1 2025 Results
Fidelity National Information Services opened 2025 with a clean beat on both top and bottom lines, posting adjusted EPS of $1.21 against a consensus of $1.20 and revenue of $2.53 billion against expectations of $2.51 billion, with sales rising 2.6% y… Read more Fidelity National Information Services opened 2025 with a clean beat on both top and bottom lines, posting adjusted EPS of $1.21 against a consensus of $1.20 and revenue of $2.53 billion against expectations of $2.51 billion, with sales rising 2.6% year over year. The standout driver was Capital Market Solutions, which surged 8% to $764.00 million on the back of a 47% spike in non-recurring revenue and 6% recurring revenue growth, helping offset softer margin dynamics in the larger Banking Solutions segment, where prior-year license fee comparisons weighed on profitability. The quarter was ultimately overshadowed by a blockbuster post-period announcement: FIS agreed to acquire Global Payments' Issuer Solutions business for $13.50 billion while simultaneously divesting its remaining 45% Worldpay stake for $6.60 billion, a move analysts have broadly characterized as a strategically clarifying pivot toward card issuing. Management reiterated its full-year 2025 outlook for revenue of $10.44 billion to $10.49 billion and adjusted EPS of $5.70 to $5.80, implying 9% to 11% earnings growth.
Key Takeaways
- • Recurring revenue growth of 4% on an adjusted basis
- • Capital Market Solutions recurring revenue growth of 6% and non-recurring revenue growth of 47%
- • Banking Solutions recurring revenue growth of 3%
- • Higher-margin license revenue and operating leverage in Capital Markets
- • Share repurchases reducing diluted share count from 578 million to 531 million year-over-year
FIS YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
FIS Revenue by Segment
With YoY comparisons, source: SEC Filings
FIS Revenue by Geography
With YoY comparisons, source: SEC Filings
“We had a great start to the year, delivering another quarter of financial outperformance, giving us the confidence to reiterate our full-year outlook.”
— Stephanie Ferris, Q1 2025 Earnings Press Release
FIS Earnings Trends
FIS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FIS EPS Trend
Earnings per share: estimate vs actual
FIS Revenue Trend
Quarterly revenue: estimate vs actual
FIS Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 25 BEAT FY | $1.68 | $1.68 | +0.00% | $2.81B | +11.67% |
| FY Full Year | $5.77 | $5.75 | -0.34% | $10.68B | +0.72% |
| Q3 25 BEAT | $1.48 | $1.51 | +1.72% | $2.72B | +2.24% |
| Q2 25 BEAT | $1.36 | $1.36 | +0.09% | $2.62B | +1.65% |
| Q1 25 BEAT | $1.20 | $1.21 | +1.04% | $2.53B | +0.80% |