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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Fidelity National Information Services (FIS) is 7/10.
FIS opened fiscal 2026 with a broad beat, delivering 6.5% pro forma revenue growth and adjusted EPS of $1.36, up 12.4% year over year, while free cash flow more than doubled to $474 million. Adjusted EBITDA margin expanded 87 basis points to 39.6% as both Banking and Capital Markets came in above the high end of guidance, and recurring ACV rose 24%, signaling durable forward growth. The strategic headline was an agreement with Anthropic to co-build an FIS-owned financial crimes agent, alongside the Project Keystone tokenized-deposit network with five U.S. banks. The one soft spot was Capital Markets, where a roughly 130 basis point lending headwind from macro-driven debt issuance softness tempered recurring growth, though management views it as transitory. FIS reiterated its full-year outlook of 5.1%-5.7% pro forma revenue growth and 8%-10% adjusted EPS growth.
Scored from Fidelity National Information Services’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.60B | +3.5% | $0.52 | +23.4% | 37.6% | 19.0% | 10.8% | $-27M |
| FY2025 Q1 | $2.53B | +2.6% | $0.14 | -88.1% | 34.7% | 13.7% | 3.0% | $723M |
| FY2025 Q2 | $2.62B | +5.1% | $-0.90 | -310.6% | 36.4% | 21.4% | -18.0% | $314M |
| FY2025 Q3 | $2.94B | +14.2% | $0.50 | +22.0% | 42.5% | 15.6% | 9.0% | $993M |
| FY2025 Q4 | $2.81B | +8.2% | $1.00 | +92.3% | 38.3% | 19.3% | 18.2% | $779M |
| FY2026 Q1 | $3.29B | +30.1% | $4.58 | +3058.6% | 33.6% | 16.0% | 71.8% | $695M |
| FY2026 Q2 | $3.38B | +29.1% | $0.45 | +150.0% | 34.8% | 15.0% | 6.8% | $238M |