| FISV |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.94 vs. cons ~$1.90 |
MEDIUM |
| FISV |
Report |
Adjusted Revenue (Q2 2026) |
IN-LINE |
pred ~$5.07B vs. cons ~$5.10B |
MEDIUM |
| FISV |
Report |
Adjusted Operating Margin (Q2 2026) |
MISS |
pred ~30.5% vs. cons ~31.0% |
LOW |
| FISV |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$8.15 vs. cons ~$8.15 (FY2026, midpoint of reaffirmed $8.00-$8.30 range) |
HIGH |
| FISV |
Guide |
FY2026 Organic Revenue Growth guidance |
UNCHANGED |
guide ~2% vs. cons ~2% (FY2026, midpoint of reaffirmed 1%-3% range) |
HIGH |
| FISV |
Guide |
Q3 2026 Organic Revenue Growth (post-trough inflection) |
UNCHANGED |
guide ~-1% vs. cons ~-1% (Q3 2026, easing from Q2's ~-3% trough per management commentary) |
MEDIUM |
| FISV |
Guide |
H2 2026 Adjusted Operating Margin ramp |
LOWER |
guide ~35% vs. cons ~35.5% (H2 2026, risk skewed to soft-pedal given Q2 margin pressure and slower Financial Solutions recovery) |
LOW |
| FISV |
Guide |
STAR/Accel debit network sale process / Jana portfolio review |
UNKNOWN |
guide ~0 (no formal update expected) vs. cons ~0 (2026, qualitative commentary only, no numeric guide) |
LOW |
| FISV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
LOW |
| FISV |
Return |
5-day cumulative residual |
-1.0% (FADE) |
An in-line-to-slightly-better Q2 vs. a heavily de-risked bar (stock already +15% off June lows, +9% in the week pre-print) likely produces a modest relief pop, but the reaffirmed FY26 guide implicitly demands a steep H2 ramp (margin from ~30-31% to 35-36%, Financial Solutions flipping from mid-single-digit decline to flat, Clover sustaining low-double-digit growth) that sell-side will immediately flag as the next hurdle. Absent a firm STAR/Accel sale announcement or concrete answer to Jana's portfolio-review demand, skepticism about out-quarter achievability, unresolved CEO-transition execution risk, and lack of a hard catalyst should erode the initial pop over the following days, consistent with a fade rather than follow-through. |
LOW |