FI · News · 20261103N
Revenue Performance and Mix
FI · 2026-11-03 · Importance 25 · Surprise 32 · From source text
Fiserv’s third-quarter 2026 GAAP revenue declined 1% year over year to $5.20 billion from $5.26 billion, while adjusted revenue fell to $4.85 billion from $4.92 billion. Organic revenue was flat; Merchant Solutions organic revenue fell 2%, partly offset by 2% growth in Financial Solutions. Clover processing revenue increased 12% year over year, and divestitures of student loan servicing and managed ATM were a roughly 100-basis-point headwind to adjusted revenue. The $344 million difference between GAAP and adjusted revenue reflected postage reimbursements.
Key facts
- Fiserv reported Q3 2026 GAAP EPS of $(11.17) and adjusted EPS of $1.75. source
- Fiserv reported a Q3 2026 loss of $5.94 billion, or $11.17 per share; adjusted earnings were $1.75 per share. source
- Fiserv's Q3 2026 revenue was $5.2 billion and adjusted revenue was $4.85 billion. source
- Fiserv's adjusted revenues were $4.85 billion, compared with $4.92 billion a year earlier; the difference reflected $344 million in postage reimbursements. source
- Fiserv Q3 2026 revenue was reported as $5.20 billion, up 5.6% year over year; organic revenue was flat year over year. source
- Fiserv's GAAP revenues declined 1% year over year to $5.20 billion from $5.26 billion. source
- Fiserv's adjusted revenue was $4.85 billion, down 1% year over year and flat on an organic basis; divestitures of student loan servicing and managed ATM were an approximately 100-basis-point headwind. source
- Fiserv reported Q3 2026 adjusted revenue of $4.85 billion, compared with $4.92 billion a year earlier. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -1.4% | Fiserv's adjusted revenues were $4.85 billion, compared with $4.92 billion a year earlier; the difference reflected $344 million in… |
| revenue | negative | realized | -1.1% | Fiserv's GAAP revenues declined 1% year over year to $5.20 billion from $5.26 billion. |