FIS · 8-K · 20261104PR000061

Revenue Performance and Mix

Fidelity National Information Services, Inc. · 2026-11-04 · Importance 58 · Surprise 56 · No source text

Third-quarter 2026 consolidated revenue rose 27% year over year to $3.454 billion on a GAAP basis, while operating-segment revenue increased 29% to $3.371 billion. Banking Solutions revenue grew 41% to $2.548 billion on a GAAP and adjusted basis, while Capital Market Solutions revenue increased 3% to $823 million; on a pro forma basis, the segments grew 3.9% and 3.0%, respectively. Pro forma consolidated revenue growth was 3.7%, including recurring revenue growth of 2.5%; recurring revenue totaled $2.831 billion versus $2.189 billion a year earlier. Corporate and Other revenue fell 22% to $83 million, primarily due to declines in non-strategic businesses.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+21.8%FIS third-quarter 2026 GAAP revenue increased 27% year over year to approximately $3.5 billion.
revenuenegativerealized-0.7%FIS third-quarter 2026 Corporate and Other revenue decreased 22% year over year to $83 million, primarily due to declines in non-strategic…
revenuepositiverealized—FIS third-quarter 2026 adjusted revenue increased 29% year over year.