Fidelity National Information

Q2 FY2026 EarningsQ2 FY26 performance was mixed against consensus: adjusted revenue of $3.38B was in-line with the $3.38B expectation, while Adjusted EPS of $1.48 slightly beat the $1.47 mean estimate. A significant GAAP EPS miss ($0.45 vs. $0.76 expected) was driven by elevated acquisition and integration costs. While the Banking Solutions segment surged 44% YoY following the Total Issuing Solutions acquisition, management lowered full-year Pro Forma revenue and EBITDA growth guidance, citing shifting demand dynamics.