FIS Accelerates Growth with AI Focus and Strong 2026 Financial Outlook (FIS Q4 2025 Earnings Call)
Fidelity National Information Services (FIS) concluded a transformative 2025 with highly impressive fourth-quarter results, demonstrating the power of its streamlined portfolio and deepening focus on large financial institutions (LFIs). The financial technology giant reported full-year adjusted revenue of $10.7 billion, up 5.8%, surpassing its initial outlook. Fourth-quarter momentum was even stronger, with adjusted revenue accelerating to 7.4% growth and adjusted earnings per share (EPS) surging 20%. Following the strategic divestiture of its Worldpay merchant business and the closing of its landmark acquisition of Total Issuing Solutions, FIS enters 2026 as a pure-play provider of mission-critical banking and capital markets technology. Backed by exceptional commercial execution and an expanding suite of AI-driven products, management confidently raised its pro forma revenue growth expectations for 2026 to 5.1%–5.7%. The company also projects free cash flow to surpass $2 billion this year, pacing toward an ambitious target of over $3 billion by 2028.