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Fidelity National Info (FIS)
NYSE:FIS
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.32Last Year’s EPS
1.21Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum and disciplined capital allocation anchored by recurring revenue growth, accelerating commercial performance (notably in Banking), material free cash flow improvement and a strategic M&A that expands the data and product footprint. Management acknowledged near-term dilution from acquisitions, integration costs (~$200M), TSA and reclassification impacts, and a temporary pause on buybacks. On balance the positives — revenue and earnings growth, robust cash generation, margin-expansion guidance, and an emphasized data/AI moat — materially outweigh the transitory headwinds.Company Guidance
Strong Full-Year Financial Performance
Adjusted revenue grew 5.8% to $10.7 billion for FY2025; adjusted EBITDA grew 4.7% for the year; adjusted EPS increased ~10% to $5.75 (10.2% reported by CFO). Free cash flow grew 19% to $1.6 billion and the Board increased the annual dividend by 10%.
Quarterly Acceleration
Q4 revenue growth accelerated to 7.4% with EBITDA up 7.3% and adjusted EPS rising 20% in the quarter. Banking led the quarter with revenue up 8.3% and banking EBITDA margin expansion of 132 basis points.
Recurring Revenue and High-Quality Mix Expansion
Recurring revenue outpaced total in Q4 (recurring revenue growth 7.8%); recurring ACV sales grew 20% YoY in Q4. Full-year high-growth solution ACV growth: Digital +123%, Payments +70%, Lending +62%. Recurring revenue mix increased to over 71% in 2025 (from ~68% in 2020).
Transformative M&A and Product Momentum
Completed acquisition of Total Issuing Solutions (TSYS) and fully divested merchant-focused business; strengthened relationships with 14 of top 25 U.S. LFIs. Post-close product activity: launched industry-first AI transaction platform for Agentic Commerce, rolled out 12 modernized issuing offerings in 2025, Money Movement Hub signed 100+ customers, Amount acquisition produced 22 new deals, and DWA acquisition bolstered capital markets compliance AI capabilities.
Robust Cash Flow Outlook and Capital Return Discipline
2026 free cash flow (FCF) guidance: >$2.0 billion (projected growth 27%–33% YoY); cash conversion finished 2025 at 88% and the company targets ~90% cash conversion in 2026. Management targets doubling cash flow to >$3 billion by 2028 (~25% CAGR). Shareholder returns in 2025 exceeded commitments (CFO reported $2.1 billion returned).
Margin Expansion Guidance
Management projects adjusted EBITDA growth of 34%–35% (adjusted margins +155–175 bps). On a pro forma basis (including issuer business) revenue growth of 5.1%–5.7% and pro forma EBITDA growth of 7.2%–8.4% with pro forma margin expansion of 95–110 bps. Adjusted EPS guidance of +8%–10% to $6.22–$6.32.
Data & AI Competitive Moat
Company emphasizes differentiated data advantage: >1 billion accounts on file and ~73 billion transactions annually. Management is 4x'ing investment in data & AI, deploying domain-specific AI and agents targeted at fraud prevention, deposit/lending growth and operational efficiency.
FIS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $47.46 | $48.11 | +1.37% |
Nov 05, 2025 | $62.77 | $64.36 | +2.53% |
Aug 05, 2025 | $78.02 | $71.36 | -8.54% |
May 06, 2025 | $77.01 | $74.62 | -3.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fidelity National Info (FIS) report earnings?
Fidelity National Info (FIS) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Fidelity National Info (FIS) earnings time?
Fidelity National Info (FIS) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIS EPS forecast?
FIS EPS forecast for the fiscal quarter 2026 (Q1) is 1.32.