Fidelity National Posts $2.81B Q4 Revenue, Analysts Reaffirm Buy And Raise 2026 Guide
Fidelity National Information Services reported Q4 gross profit of $1.07 billion and revenue of $2.81 billion, topping estimates of $2.74 billion, while adjusted EPS reached $1.68 versus $1.69 consensus. The company set FY2026 revenue guidance at $13.77–13.85 billion, exceeding the $13.52 billion consensus and implying 31% growth.
1. Q4 Earnings Highlights
Fidelity National reported Q4 gross profit of $1.07 billion and revenue of $2.81 billion, surpassing estimates of $2.74 billion, while adjusted EPS reached $1.68 versus forecasts of $1.69.
2. Analyst Reactions
William Blair and Keefe Bruyette analysts reaffirmed Buy and Outperform ratings following robust demand for FIS’s financial products and minimal regulatory risk, citing durable momentum from recent commercial excellence initiatives and the Issuing acquisition.
3. 2026 Outlook
Management set FY2026 revenue guidance at $13.77 billion to $13.85 billion, above the $13.52 billion consensus, implying roughly 31% year-over-year growth as investments in innovation and expanded financial data capabilities drive expansion.