FIS · 8-K · 20260804PR000046

Revenue Performance and Mix

Fidelity National Information Services, Inc. · 2026-08-04 · Importance 64 · Surprise 56 · From source text

Second-quarter 2026 consolidated revenue increased 29% year over year to $3.377 billion, while adjusted revenue increased 31% and pro forma revenue increased 5.3%. Banking Solutions revenue rose 44% to $2.483 billion, including 6.1% pro forma growth, while Capital Market Solutions revenue increased 3.5% to $810 million, including 3.2% pro forma growth. Corporate and Other revenue declined 26% to $84 million because of declines in non-strategic businesses. Recurring revenue totaled $2.809 billion, or approximately 83% of consolidated revenue, compared with $2.120 billion in the prior-year quarter.

Key facts

• Banking Solutions revenue in Q2 2026 was $2,483 million, an increase of 44% year-over-year. source
• Revenue increased 29% on a GAAP basis to $3.4 billion in the second quarter. source
• Adjusted revenue increased 31% in the second quarter compared to the prior-year period. source
• Three months ended June 30, 2026 consolidated FIS Revenue per the statement was $3,377 million versus $2,616 million in 2025 (29% change). source
• Pro Forma revenue increased 5.3% in the second quarter compared to the prior-year period. source
• On a Pro Forma basis, Banking Solutions revenue increased 6.1% year-over-year, including recurring revenue growth of 5.0%. source
• For the three months ended June 30, 2026, transaction processing and services revenue was $1,930 million and total recurring revenue was $2,121 million for Banking Solutions. source
• Capital Market Solutions revenue in Q2 2026 was $810 million, up 3.5% year-over-year on a GAAP basis. source

Impact estimates