FIS · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
Fidelity National Information Services, Inc. · 2026-08-04 · Importance 59 · Surprise 48 · From source text
Consolidated revenue increased to $3.377 billion in the second quarter of 2026 from $2.616 billion in the second quarter of 2025, and to $6.671 billion from $5.148 billion for the six-month periods. The increases were primarily generated by the Issuer Solutions Business acquired on January 9, 2026. Banking Solutions revenue grew 44% year over year in the second quarter and 45% for the six-month period, while organic Banking revenue grew 6% and 7%, respectively, excluding Issuer Solutions. Capital Market Solutions revenue increased 3% in the second quarter and 4% for the six-month period, driven primarily by recurring revenue growth, while Corporate and Other revenue declined 26% and 20%, respectively, because of non-strategic business run-off.
Key facts
- Banking segment revenue for the three months ended June 30, 2026 was $2,483 million compared to $1,720 million in the prior year and increased 44% primarily due to the revenue generated by the Issuer Solutions Business acquired on January 9, 2026. source
- Banking segment revenue for the six months ended June 30, 2026 was $4,857 million compared to $3,352 million in the prior year and increased 45% primarily due to the Issuer Solutions Business acquired on January 9, 2026. source
- Three months ended June 30, 2026 revenue: $3,377 million; Three months ended June 30, 2025 revenue: $2,616 million source
- Six months ended June 30, 2026 revenue: $6,671 million; Six months ended June 30, 2025 revenue: $5,148 million source
- Unaudited supplemental pro forma results show three months ended June 30, 2026 revenue of $3,377 million and pro forma three months ended June 30, 2025 revenue of $3,231 million; six months ended June 30, 2026 pro forma revenue $6,727 million and pro forma six months ended June 30, 2025 revenue $6,361 million source
- For the three months ended June 30, 2026, North America revenue (Capital Solutions + other) reported in disaggregation: North America $2,070 million and Total $3,377 million; Transaction processing and services recurring revenue was $1,930 million and total recurring revenue $2,121 million source
- For the six months ended June 30, 2026, North America revenue: $4,050 million (Capital Solutions) and Total revenue: $6,671 million; Transaction processing and services recurring revenue: $3,749 million and total recurring revenue: $4,143 million source
- Net earnings (loss) for the six months ended June 30, 2026 attributable to FIS: $2,598 million (as shown in statement of earnings and statements of equity) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +44.6% | Banking segment revenue for the six months ended June 30, 2026 was $4,857 million compared to $3,352 million in the prior year and… |
| revenue | positive | realized | +22.6% | Banking segment revenue for the three months ended June 30, 2026 was $2,483 million compared to $1,720 million in the prior year and… |
| revenue | positive | realized | +10.8% | Unaudited supplemental pro forma results show three months ended June 30, 2026 revenue of $3,377 million and pro forma three months ended… |
| revenue | positive | realized | +4.3% | Unaudited supplemental pro forma results show three months ended June 30, 2026 revenue of $3,377 million and pro forma three months ended… |