| FIS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.50 vs. cons $1.47 |
MEDIUM |
| FIS |
Report |
Adjusted Revenue |
IN-LINE |
pred ~$3.39B vs. cons $3.38B |
MEDIUM |
| FIS |
Report |
Capital Markets recurring revenue growth |
BEAT |
pred ~4.5% vs. cons ~3.6% (Q1 run-rate) |
LOW |
| FIS |
Guide |
FY2026 adjusted revenue growth |
UNCHANGED |
guide ~30.5% vs. cons 30-31% (FY2026) |
HIGH |
| FIS |
Guide |
FY2026 adjusted EPS growth |
UNCHANGED |
guide ~9% vs. cons 8-10% (FY2026) |
HIGH |
| FIS |
Guide |
FY2026 free cash flow |
BETTER |
guide ~$2.15B vs. cons ~$2.10B midpoint (FY2026) |
MEDIUM |
| FIS |
Guide |
Q3 2026 EBITDA margin expansion (pro forma bps) |
UNKNOWN |
guide ~90bps vs. cons ~95-110bps FY implied run-rate (Q3 2026) |
LOW |
| FIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| FIS |
Return |
5-day cumulative residual |
+0.4% (FADE) |
Stock already rallied ~12% into the print, front-running an expected in-line-to-modest beat versus FIS's own guidance (revenue/EPS near guide midpoints); with FY26 targets reiterated rather than raised and Capital Markets reacceleration still unproven amid lingering lending softness, initial pop likely gets partially given back as sell-side models true up estimates only modestly and profit-taking sets in after the pre-earnings run-up. |
LOW |