Q3 24 EPS

$2.30

BEAT +1.77%

Est. $2.26

Q3 24 Revenue

$5.22B

Did FISV Beat Earnings? Q3 2024 Results

Fiserv posted a solid third quarter, with adjusted earnings per share of $2.30 edging past the $2.26 consensus estimate by 1.77% and revenue climbing 7.0% year-over-year to $5.21 billion, as the company's Merchant Solutions segment delivered 24% orga… Read more Fiserv posted a solid third quarter, with adjusted earnings per share of $2.30 edging past the $2.26 consensus estimate by 1.77% and revenue climbing 7.0% year-over-year to $5.21 billion, as the company's Merchant Solutions segment delivered 24% organic revenue growth to anchor a broader 15% organic revenue expansion across the business. Adjusted operating margin widened 170 basis points to 40.2%, reflecting the operating leverage built into the company's integrated merchant and financial institution model. On a GAAP basis, results were weighed down by a $570 million non-cash impairment charge tied to its Wells Fargo Merchant Services joint venture, pulling GAAP EPS down to $0.98. Looking ahead, management raised full-year 2024 guidance, now targeting organic revenue growth of 16% to 17% and adjusted EPS of $8.73 to $8.80, representing 16% to 17% growth over 2023, signaling continued confidence in the durability of its payments ecosystem momentum through the remainder of the year.

Key Takeaways

  • 24% organic revenue growth in Merchant Solutions segment
  • 6% organic revenue growth in Financial Solutions segment
  • Adjusted operating margin expansion of 170 basis points to 40.2%
  • Merchant Solutions adjusted operating margin expanded 290 basis points to 37.7%
  • Privileged position at the crossroads of merchant and financial institution ecosystems
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FISV YoY Financials

Q3 2024 vs Q3 2023, source: SEC Filings

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FISV Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26

“We are pleased with our third quarter performance, which showcases strength across both our Merchant and Financial Solutions segments and several significant new wins. This performance is anchored in the privileged position we hold at the crossroads of two ecosystems – merchants and financial institutions – which are increasingly interconnected.”

— Frank Bisignano, Q3 2024 Earnings Press Release