FIS Reports Strong Q1 2026 Earnings and AI Strategy

Fidelity National Information Services (FIS) delivered a robust financial performance in the first quarter of 2026, characterized by a 6.5% pro forma revenue growth and a strong adjusted EBITDA margin of 39.6%. The company reported a 12.4% increase in adjusted earnings per share to $1.36, while free cash flow more than doubled to $474 million. These results build on a successful 2025 fiscal year, where the company focused heavily on strategic transformation and returning $2.1 billion to shareholders. Management has reiterated a positive outlook for the remainder of the year, maintaining strong guidance across key financial metrics.

A core component of the company's growth strategy is its commitment to artificial intelligence and automation. During the quarter, FIS announced a strategic AI partnership with Anthropic, an initiative aimed at accelerating innovation within their fintech platforms. This shift toward AI-driven service delivery aligns with the company's broader objective of modernizing its financial infrastructure to handle increasingly complex digital payment flows. By integrating advanced machine learning capabilities, the firm expects to improve operational efficiency and provide more value-added data insights to its enterprise-level financial clients.

Beyond the quarterly financial success, the company is preparing for key governance decisions ahead of its upcoming shareholder meetings. Matters for voting include the election of nine directors, advisory votes on executive compensation, and the ratification of KPMG LLP as the independent auditor for the 2026 fiscal cycle. As the financial technology landscape becomes more competitive, the emphasis on AI and disciplined capital allocation will remain critical to sustaining growth. Investors will be watching how this partnership with Anthropic scales across the company's diverse service portfolio throughout the next several quarters.