Can Fidelity National Beat Q1 Earnings on Capital Market Solutions?

Core Viewpoint - Fidelity National Information Services, Inc. (FIS) is expected to report first-quarter 2025 results on May 6, 2025, with earnings estimated at $1.20 per share and revenues at $2.5 billion, indicating a year-over-year earnings increase of 9.1% and revenue growth of 1.7% [1][2] Financial Performance Estimates - The Zacks Consensus Estimate for FIS's 2025 revenues is $10.5 billion, reflecting a year-over-year rise of 3.4%, while the EPS for the current year is estimated at $5.74, indicating a growth of approximately 10% year-over-year [2] - FIS has consistently beaten consensus estimates in the last four quarters, with an average surprise of negative 9.4% [2] Earnings Prediction - The company is predicted to likely beat earnings this quarter, supported by a positive Earnings ESP of +0.76% and a Zacks Rank of 2 (Buy) [3] Revenue Breakdown - The consensus estimate for Banking Solutions revenues indicates a 1.3% year-over-year increase, while Capital Market Solutions is expected to see a revenue increase of around 7% compared to the same quarter last year [5] - Total Recurring revenues are projected to grow by approximately 1%, with North America and All Other revenues expected to grow by 1% and 2% year-over-year, respectively [6][7] EBITDA Estimates - The adjusted EBITDA for Capital Market Solutions is estimated to increase by 7.5% year-over-year, while total operating expenses are expected to decline by 2.8% year-over-year [7] - The company anticipates adjusted EBITDA to be in the range of $940-$960 million, with an adjusted EBITDA margin projected between 37.8-38.2% [9] Challenges - The adjusted EBITDA for Banking Solutions is expected to decline by 2.5% year-over-year, which may offset some positive growth factors [8]