Observed Signal · Nov 4, 2026 · earnings · Source: SEC API · Impact: 4.2/5
10-Q Financial Filing Analysis for FIS (2026-11-04)
Fidelity National Information Services, Inc. (FIS) reported its Q3 2026 financial results, posting revenue of $3,454 million, up 27% year-over-year compared to $2,717 million in Q3 2025. Growth was driven primarily by the acquisition of the Issuer Solutions Business from Global Payments, completed on January 9, 2026, which contributed $662 million in revenue during the quarter. Gross profit reached $1,279 million, while operating income grew 44% to $660 million, yielding an operating margin of 19%. Net earnings attributable to FIS rose to $356 million ($0.69 per diluted share). Concurrent with the filing, FIS announced a CFO transition: James Kehoe will step down effective November 5, 2026, succeeded on an interim basis by EVP and Chief Accounting Officer Alexandra Brooks while a search for a permanent successor is underway.
Material quarterly filing demonstrating integration scale of the $13.5B Issuer Solutions acquisition following the Worldpay divestiture, accompanied by an unexpected Chief Financial Officer leadership transition.
Track FIS Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your Polaris7 workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Revenue increased 27.1% YoY to $3,454 million in Q3 2026, while operating income expanded 44.4% to $660 million and net income reached $356 million.
- The Issuer Solutions acquisition added $662 million of revenue in Q3 2026 and was funded via $7.7 billion in new debt along with the full divestiture of FIS's remaining 45% stake in Worldpay for $5.8 billion net pre-tax proceeds.
- CFO James Kehoe will step down effective November 5, 2026, and Chief Accounting Officer Alexandra Brooks has been appointed interim Chief Financial Officer.
Connected Companies & Entities
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
8-K Financial Filing Analysis for FIS (2026-11-04)
On November 4, 2026, Fidelity National Information Services, Inc. (FIS) submitted a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) announcing that it issued a press release disclosing its financial results for the three and nine months ended September 30, 2026. The release also provided management's full-year financial guidance for the year ending December 31, 2026. The full earnings release was furnished as Exhibit 99.1 but was not incorporated as filed under Section 18 of the Exchange Act.
10-Q Financial Filing Analysis for FIS (2026-08-04)
Fidelity National Information Services (FIS) reported robust financial results for Q2 2026, driven significantly by the closing of the Issuer Solutions acquisition from Global Payments and the divestiture of its remaining minority stake in Worldpay. Second-quarter consolidated revenue reached $3.38 billion, up 29% YoY, while operating income grew 24% YoY to $507 million. In the first half of 2026, net earnings attributable to FIS surged to $2.60 billion, propelled by a $2.2 billion estimated pre-tax gain recorded on the Worldpay minority interest sale. Operating cash flow for the six-month period improved to $1.21 billion compared to $839 million in the prior year.
10-Q Financial Filing Analysis for Fiserv (2026-11-04)
Fiserv, Inc. reported third-quarter 2026 total revenue of $5,196 million, down 1% year-over-year from $5,263 million in Q3 2025, and an operating loss of $(5,494) million compared to operating income of $1,436 million in the prior-year period. Net loss attributable to Fiserv was $(5,941) million, or $(11.17) per diluted share, heavily impacted by a non-cash goodwill impairment charge of $6,452 million ($3,692 million in Merchant Solutions and $2,760 million in Financial Solutions) triggered by sustained declines in the company's share price and market capitalization. Operational performance was also pressured by lower Argentina settlement anticipation revenue, reduced high-margin data/analytics and software license sales, and elevated costs associated with the One Fiserv transformation program.
Receive all future signals for FIS & competitors in your briefing
Never miss material M&A deals, leadership changes, account wins, or product rollouts. Polaris7 monitors 20,000+ primary sources 24/7, delivering verified telemetry directly into your executive briefing.