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Can Fidelity National Beat Q1 Earnings on Capital Market Solutions?

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Financial services technology solutions provider Fidelity National Information Services, Inc. FIS is set to report first-quarter 2025 results on May 6, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $1.20 per share, and the same for revenues is pinned at $2.5 billion. (See the Zacks Earnings Calendar to stay ahead of market-making news.)

The first-quarter earnings estimate remained stable over the past 60 days. The bottom-line prediction indicates a year-over-year increase of 9.1%. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 1.7%.

Zacks Investment Research
Zacks Investment Research

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For 2025, the Zacks Consensus Estimate for Fidelity National’s revenues is pegged at $10.5 billion, implying a rise of 3.4% year over year. Meanwhile, the consensus mark for current year EPS is pegged at $5.74, implying growth of around 10 % on a year-over-year basis.

Fidelity National beat the consensus estimate in each of the last four quarters, with the average surprise being negative 9.4%.

Fidelity National Information Services, Inc. Price and EPS Surprise

Fidelity National Information Services, Inc. Price and EPS Surprise
Fidelity National Information Services, Inc. Price and EPS Surprise

Fidelity National Information Services, Inc. price-eps-surprise | Fidelity National Information Services, Inc. Quote

Q1 Earnings Whispers for Fidelity National

Our proven model predicts a likely earnings beat for the company this time around as well. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here.

FIS has an Earnings ESP of +0.76% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

You can see the complete list of today’s Zacks #1 Rank stocks here.

What is Shaping Fidelity National’s Q1 Results?

The Zacks Consensus Estimate for Banking Solutions revenues indicates a 1.3% year-over-year increase. Similarly, both the consensus mark and our model estimate indicate around a 7% increase in revenues from Capital Market Solutions compared with the same quarter last year.

Both the consensus estimate and our model estimate for Total Recurring revenues indicate around a 1% increase in the to-be-reported quarter. Looking at the geographical breakdown, both the consensus mark and our model estimate signal 1% and 2% year-over-year growth in North America and All Other revenues, respectively.

The Zacks Consensus Estimate for Capital Market Solutions’ adjusted EBITDA indicates a 7.5% year-over-year increase, whereas our model estimate predicts a nearly 6% growth from the year-ago period. We expect total operating expenses to have declined 2.8% year-over-year.