Fidelity National (FIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Fidelity National Information Services (FIS) reported $2.81 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.2%. EPS of $1.68 for the same period compares to $1.40 a year ago.

The reported revenue represents a surprise of +2.64% over the Zacks Consensus Estimate of $2.74 billion. With the consensus EPS estimate being $1.69, the EPS surprise was -0.66%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Fidelity National performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Banking Solutions: $1.87 billion compared to the $1.83 billion average estimate based on seven analysts. The reported number represents a change of +8.7% year over year.
• Revenue- Capital Market Solutions: $883 million compared to the $874.74 million average estimate based on seven analysts. The reported number represents a change of +7.6% year over year.
• Revenue- Corporate and Other: $63 million versus $44.78 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
• Revenue- Total Recurring: $2.17 billion versus $2.18 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.

View all Key Company Metrics for Fidelity National here>>>

Shares of Fidelity National have returned -19.7% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Radical New Technology Could Hand Investors Huge Gains

Quantum Computing is the next technological revolution, and it could be even more advanced than AI.

While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.

Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.

Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.

See Top Quantum Stocks Now >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Fidelity National Information Services, Inc. (FIS): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research