| FIS |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$1.49 vs. cons $1.47 |
MEDIUM |
| FIS |
Report |
Adjusted Revenue (Q2'26) |
IN-LINE |
pred ~$3.39B vs. cons $3.38B |
MEDIUM |
| FIS |
Report |
Adj. EBITDA / PF margin expansion (Q2'26) |
IN-LINE |
pred ~$1,415M (+~90bps PF) vs. cons ~$1,405M |
MEDIUM |
| FIS |
Guide |
FY26 Adjusted EPS guide |
UNCHANGED |
guide reiterated ~$6.27 mid ($6.22–$6.32) vs. cons ~$6.27 (FY2026) |
MEDIUM |
| FIS |
Guide |
FY26 pro forma revenue growth guide |
UNCHANGED |
guide ~5.4% mid (5.1–5.7%) vs. cons ~5.4% (FY2026) |
MEDIUM |
| FIS |
Guide |
Reported recurring revenue reacceleration (thesis crux) |
UNKNOWN |
pred ~5.0% vs. cons/implied ~5.0% (2H26); ACV +24% not yet converting |
LOW |
| FIS |
Guide |
TSYS/Issuer cost synergies 2026 |
UNCHANGED |
guide $30–40M on-track vs. cons ~$35M (FY2026) |
LOW |
| FIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| FIS |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
Likely beat-and-reiterate (EPS ~$1.49 vs $1.47) but no raise, with recurring growth only in-line despite +24% ACV — insufficient for a show-me stock that ran ~+12% off its July-23 low ($40→$47→$44.79) into the print. FIS fell ~8% on its Q1 beat; the elevated bar plus 2H-weighted implied ramp forces modest out-period estimate trims, so the day-1 sell-the-news drift continues lower. Cheap ~7x valuation and Buy-rated Street (~$57–60 PTs) cushion but don't reverse it. Beta ~1.1. |
LOW |