FIS · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

Fidelity National Information Services, Inc. · 2026-11-04 · Importance 59 · Surprise 48

Consolidated revenue increased 27% to $3.454 billion in the third quarter of 2026 from $2.717 billion a year earlier, and increased 29% to $10.126 billion for the first nine months from $7.865 billion. The Issuer Solutions Business, acquired January 9, 2026, was the primary driver of the increases. Banking revenue rose 41% in the quarter and 43% in the nine-month period, while excluding Issuer Solutions it grew 4% and 6%, respectively. Capital Markets revenue grew 3% in the quarter and 4% in the nine-month period, driven primarily by recurring revenue; Corporate and Other revenue declined 22% and 20%, respectively, as non-strategic businesses ran off.

Key facts

• FIS recognized $2.956 billion of net earnings for the nine months ended September 30, 2026. source
• FIS’s Corporate and Other revenue decreased 22% in the three months ended September 30, 2026, primarily due to run-off of certain non-strategic businesses. source
• FIS’s Corporate and Other revenue decreased 20% in the nine months ended September 30, 2026, primarily due to run-off of certain non-strategic businesses. source
• FIS’s Capital Markets recurring revenue grew 3% in the three months ended September 30, 2026, contributing 2% to segment revenue growth, driven largely by new sales implementations, favorable pricing, and acquisitions. source
• In the three months ended September 30, 2026, non-recurring Capital Markets revenue contributed 3% to segment revenue growth, primarily from higher software license revenue, partly offset by lower professional services revenue that contributed (2%) to growth. source
• FIS’s Capital Markets recurring revenue grew 4% in the nine months ended September 30, 2026, contributing 3% to total segment revenue growth, largely from new sales implementations, favorable pricing, and acquisitions. source
• In the nine months ended September 30, 2026, non-recurring Capital Markets revenue contributed 2% to segment growth, primarily from higher software license revenue, partly offset by lower professional services revenue that contributed (2%) to growth. source
• FIS’s Banking revenue grew 4% in the three months ended September 30, 2026, excluding Issuer Solutions, driven by recurring revenue and software license revenue increases. source