FIS posts Q4 EPS miss as rising costs weigh, but revenues top estimates and 2026 outlook signals strong growth ahead.
Fidelity National Information Services, Inc. is rated a Buy, with shares offering 25%+ upside from current depressed levels. FIS's resilient recurring revenue base (78%) and strong bank M&A tailwinds support stable earnings and margin expansion. 2026 guidance targets 8-10% EPS growth, pro forma revenue up ~5.4%, and ~100 bps margin expansion, exceeding prior expectations.
The latest quarterly earnings report from Fidelity National Information Services (FIS), released Tuesday (Feb. 24) offered a snapshot of how banks are allocating technology budgets amid competitive pressure and regulatory scrutiny, and how they are accelerating adoption of artificial intelligence.
While the top- and bottom-line numbers for Fidelity National (FIS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Fidelity National Information Services (FIS) came out with quarterly earnings of $1.68 per share, missing the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.4 per share a year ago.
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FIS heads into Q4 earnings with banking and capital markets growth set to boost revenue and EBITDA, though rising costs could partly offset positives.
Beyond analysts' top-and-bottom-line estimates for Fidelity National (FIS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Cross-border growth, e-commerce expansion and M&A momentum support companies in the Financial Transaction Services space, but rising technology costs and consumer spending pressures weigh on margins. Companies like V, MA, FISV, FIS and GPN are likely to navigate industry challenges.
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Fidelity National (FIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.