Fidelity National Information Services, Inc.

Fidelity National Information Services, Inc. Earnings Recaps

FIS Information Technology 1 recap
Q3 2025 Nov 5, 2025

Fidelity National Information Services (FIS) demonstrated robust performance in Q3 2025, with adjusted revenue growth of 6.3% and adjusted EPS rising 8% year-over-year, driven by successful strategic initiatives and a strong market outlook.

Key takeaways
  • Achieved adjusted EBITDA margins of 41.8%, reflecting improved segment profitability in Banking and Capital Markets.
  • Increased share repurchase target to $1.3 billion for the year, with $509 million returned to shareholders in Q3.
  • Recurring revenue growth of 6.4% indicates strong adoption of commercial excellence initiatives, supported by robust bank technology spending.
  • AI integration is accelerating, with over 75% of banks actively piloting AI solutions, presenting FIS with significant growth opportunities.
  • Expectations of continued industry consolidation will bolster FIS’s position as a preferred partner for scalable financial services technology.