Can Fidelity National Beat Q2 Earnings on Capital Market Strength?

Core Insights - Fidelity National Information Services, Inc. (FIS) is expected to report second-quarter 2025 results on August 5, 2025, with earnings estimated at $1.36 per share and revenues at $2.58 billion [1][8] - The earnings estimate has remained stable over the past 60 days, with a year-over-year revenue growth of 3.5% anticipated [2][8] - The full-year 2025 revenue estimate for FIS is $10.47 billion, indicating a 3.4% year-over-year increase, while the EPS for the current year is projected to grow by approximately 10.2% [2][8] Earnings Performance - FIS has consistently beaten consensus estimates in the last four quarters, with an average surprise of negative 5.9% [4] - The company has a positive Earnings ESP of +0.67% and a Zacks Rank of 2 (Buy), suggesting a strong likelihood of an earnings beat this quarter [5][6] Revenue Breakdown - Revenue growth is expected to be driven by a 6% increase in Capital Market Solutions and a 3.8% increase in Banking Solutions [8][9] - Total recurring revenues are projected to grow by around 3% year-over-year, with North America and All Other revenues expected to increase by 2.8% and 5.4%, respectively [10] EBITDA Expectations - Adjusted EBITDA is forecasted to be between $1.020 billion and $1.035 billion, with margins anticipated between 39.8% and 40% [8][11] - The adjusted EBITDA for Capital Market Solutions is expected to grow by 4.9% year-over-year, while Banking Solutions is projected to see a 1.9% increase [11] Operating Expenses - Total operating expenses are expected to rise by only 0.6% year-over-year, which may positively impact overall profitability [12]