For the quarter ended September 2025, Fiserv (FI) reported revenue of $4.92 billion, up 0.7% over the same period last year. EPS came in at $2.04, compared to $2.30 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.36 billion, representing a surprise of -8.16%. The company delivered an EPS surprise of -22.73%, with the consensus EPS estimate being $2.64.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fiserv performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Adjusted Revenue- Financial: $2.33 billion compared to the $2.59 billion average estimate based on 10 analysts. The reported number represents a change of -3.3% year over year.
- Adjusted Revenue- Merchant: $2.59 billion versus the 10-analyst average estimate of $2.82 billion. The reported number represents a year-over-year change of +4.7%.
- Revenue- Processing and services: $4.27 billion compared to the $4.66 billion average estimate based on six analysts. The reported number represents a change of +0.9% year over year.
- Revenue- Product: $990 million versus $1.11 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
- Revenue- Corporate and Other: $344 million versus the four-analyst average estimate of $330 million. The reported number represents a year-over-year change of +3%.
- Operating income- Merchant Solutions: $962 million versus the three-analyst average estimate of $1.01 billion.
- Operating loss- Corporate and Other: $-517 million versus $-465.38 million estimated by three analysts on average.
- Operating income- Financial Solutions: $991 million versus the three-analyst average estimate of $1.29 billion.
View all Key Company Metrics for Fiserv here>>>
Shares of Fiserv have returned -2.1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Fiserv, Inc. (FI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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