| FIS |
Report |
Adjusted revenue |
IN-LINE |
pred ~$3.400B vs. cons $3.390B |
MEDIUM |
| FIS |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.422B vs. cons $1.407B |
MEDIUM |
| FIS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.51 vs. cons $1.47 |
MEDIUM |
| FIS |
Guide |
FY26 pro-forma revenue growth |
LOWER |
guide ~5.0% vs. cons 5.4% (FY26) |
MEDIUM |
| FIS |
Guide |
FY26 Adjusted EBITDA |
UNCHANGED |
guide ~$5.83B vs. cons $5.83B (FY26) |
MEDIUM |
| FIS |
Guide |
FY26 Adjusted EPS |
LOWER |
guide ~$6.24 vs. cons $6.28 (FY26) |
MEDIUM |
| FIS |
Guide |
FY26 free cash flow excluding Worldpay-sale taxes |
UNCHANGED |
guide ~$2.10B vs. cons $2.10B (FY26) |
MEDIUM |
| FIS |
Guide |
Capital Markets pro-forma revenue growth |
LOWER |
guide ~5.3% vs. cons 6.0% (FY26) |
HIGH |
| FIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| FIS |
Return |
5-day cumulative residual |
-8.5% (FOLLOW-THROUGH) |
A modest 2Q EPS/EBITDA beat is outweighed by implicit out-period pressure: pred FY26 EPS ~$6.24 vs. cons $6.28 and Capital Markets growth ~5.3% vs. cons 6.0%, which should pull 2027 revenue and earnings estimates lower after the report. |
MEDIUM |