FIS · Fidelity National Information Services, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. FIS reported strong Q2 results with pro forma revenue up 5.3%, adjusted EBITDA margins up 113 bps, and free cash flow more than tripling, prompting a $100 million raise to its 2026 free cash flow outlook to $2.15–$2.25 billion. However, the company lowered its full-year pro forma revenue growth outlook to 4.5–5.0% (from 5.1–5.7%) and cut Capital Markets growth to 3–3.5% (from 5.5%), reflecting execution-driven misses in professional services and recurring sales.
- + Adjusted EPS grew 8.8% to $1.48, with adjusted EBITDA margin expanding 113 bps on a pro forma basis ahead of the 75–110 bps outlook.
- + Total Issuing Solutions renewed ~1/3 of revenue since the start of 2025 with 72% of the portfolio now under contract through 2029+ (up from 65%), and won two top-10 banks.
- + Company is on track to deliver against 2026 Total Issuing synergy targets, tracking to the high end of the $30–40M full-year cost synergy target, with reiterated $150M+ EBITDA synergy goal by 2028.
- − Full-year pro forma revenue growth outlook cut to 4.5–5.0% from 5.1–5.7% previously, with pro forma adjusted EBITDA growth cut to 5.9–6.9% from 7.2–8.4%.
- − Capital Markets 2026 revenue growth outlook cut to 3–3.5% from 5.5% previously, a 225 bps reduction.
- − Capital Markets professional services revenue declined 17% in Q2 and fell short of expectations due to lower sales and slower backlog conversion.
- − Capital Markets recurring revenue growth outlook reduced from mid-to-high single digits to mid-single digits, as lending expected to be a modest drag rather than the ~1 point growth originally expected.
- − Company announced evaluation of strategic alternatives for select Capital Markets products that may not fit the strategic profile, indicating potential divestitures.
- − Capital Markets adjusted EBITDA margin contracted 32 bps in Q2 due to higher labor costs and timing of customer-related expenses.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FIS
this stock
Fidelity National Information Services, Inc.
|
$18.26B | -51.2% | +5.4% | 5.4 | 3.7% |
|
IBM
International Business Machines Corp
|
$212.46B | -24.8% | +7.6% | 20.0 | 2.4% |
|
ACN
Accenture plc
|
$116.59B | -25.9% | +7.4% | 14.0 | 3.7% |
|
INFY
Infosys Ltd
|
$42.53B | -38.0% | — | — | 3.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$27.26B | -29.5% | +7.0% | 12.5 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FIS | -8.4% | -23.3% | -30.1% | -1.4% | -51.2% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -8.2% | -22.8% | -42.3% | -2.3% | -64.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.