Fidelity National Information Services

FIS Q2 2025 Earnings

Reported Aug 5, 2025 at 7:02 AM ET · SEC Source

Q2 25 EPS

$1.36

BEAT +0.09%

Est. $1.36

Q2 25 Revenue

$2.62B

BEAT +1.65%

Est. $2.57B

vs S&P Since Q2 25

-49.2%

TRAILING MARKET

FIS -34.5% vs S&P +14.8%

Market Reaction

Did FIS Beat Earnings? Q2 2025 Results

Fidelity National Information Services delivered a solid second quarter, posting adjusted EPS of $1.36 against a consensus estimate of $1.36, a narrow beat of 0.09%, while revenue of $2.62 billion topped expectations by 1.65% and grew 5.1% year over … Read more Fidelity National Information Services delivered a solid second quarter, posting adjusted EPS of $1.36 against a consensus estimate of $1.36, a narrow beat of 0.09%, while revenue of $2.62 billion topped expectations by 1.65% and grew 5.1% year over year. The primary engine behind the top-line performance was the Banking Solutions segment, which generated $1.81 billion in revenue, up 6%, with recurring revenue climbing 7%, offsetting a modest margin contraction tied to elevated bad debt expense. Capital Market Solutions added $765 million in revenue, also up 6% on a GAAP basis, rounding out a broadly constructive quarter. The strategic spotlight, however, fell on the pending $13.50 billion acquisition of Global Payments' Issuer Solutions business and the simultaneous sale of FIS's remaining Worldpay stake for $6.60 billion pre-tax, with both transactions expected to close in the first half of 2026. Despite the headline beats, shares came under pressure as Q3 adjusted EPS guidance of $1.46 to $1.50 landed below the Street's $1.55 estimate, even as management raised its full-year 2025 adjusted EPS outlook to $5.72 to $5.80.

Key Takeaways

  • Banking segment recurring revenue growth of 7%
  • Adjusted revenue growth of 5% on a constant currency basis
  • Commercial excellence initiatives resonating in the market
  • Capital Market Solutions recurring revenue growth of 5%
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FIS YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

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FIS Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25
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FIS Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Our results reflect the continued positive momentum of the business as we delivered another quarter of financial outperformance driven by our Banking segment. As a result, we are raising our full-year outlook.”

— Stephanie Ferris, Q2 2025 Earnings Press Release