Fidelity National Information Services, Inc. (FIS)

Fidelity National Information Services beat consensus on adjusted EPS while revenue came in just below estimates in the second fiscal quarter of 2026, reported Aug. 4. Revenue of about $3.4 billion was just below the $3.4 billion estimate, about -0.2%, and rose 29% from $2.62 billion a year ago; adjusted EPS of $1.48 topped the $1.47 estimate by about 1%, up 9% from $1.36 a year earlier. Net income climbed 149% to about $231 million from a $470 million loss a year ago, while gross margin was near 35% and operating margin about 15%, with operating income around $507 million. Within the revenue disaggregation, the largest item was about $3.4 billion, up 29%, and one other item reached about $2.5 billion, up 44%. The company generated about $494 million of operating cash flow, repurchased about $52 million of stock, and paid about $228 million in dividends. Consensus for the next period calls for EPS of $1.66 on revenue of $3.47 billion.