One Fiserv Transformation Costs
Costs associated with the One Fiserv transformation program added approximately 350 basis points to total expenses as a percentage of revenue in Q2, driving the operating margin down to 19.2%.
At the archive date, FISERV INC was expected to release its Q3 2026 10-Q filing on October 27, 2026, before market open. Last quarter: Fiserv's Q2 FY2026 earnings declined sharply as higher transformation costs and a drop in high-margin license revenue outweighed volume growth and one-time gains.
EPS Estimate
$1.76
Revenue Estimate
$4.96B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the FISV page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Costs associated with the One Fiserv transformation program added approximately 350 basis points to total expenses as a percentage of revenue in Q2, driving the operating margin down to 19.2%.
Both segments saw decreases in data and analytics sales and license revenue, which are typically high-margin, contributing to the overall margin compression.
Anticipation revenue in Argentina fell by $45 million due to lower inflation and interest rates, dragging on Merchant segment performance.
Revenue
$5.29B
-4.06% YoY
EPS (Diluted)
$1.17
-37.10% YoY
Operating Income
$1.01B
-40.15% YoY
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