Fiserv has provided updated projections for 2026, emphasizing modest revenue growth and significant EPS expansion, reflecting strategic outlook and operational focus.
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What are Fiserv's updated revenue and EPS growth projections for 2026?
Based on Fiserv’s Q1 2026 earnings transcript guidance, the company’s updated 2026 projections are framed as ranges for revenue growth and the company’s expectations for mid-single-digit adjusted revenue growth alongside double-digit EPS growth.
Fiserv reiterated that for 2026 it expects:
Management also broke out what’s behind that range at a high level:
In the transcript, Fiserv does not give a single explicit percentage EPS growth range for 2026 in the way it does for revenue growth. Instead, it states a company-level objective:
So, the EPS growth projection for 2026 is “double-digit” (i.e., at least 10%+), but the excerpt does not specify an exact percentage or range for 2026. 2
The transcript includes a reference to Q1 performance and transition dynamics (“transition year in 2026”), indicating that near-term progress may not yet fully show up in reported results, but the company still maintains its 2026 revenue/EPS framework. 3 It also reiterates the same 2026 revenue growth ranges as in February (for organic and adjusted revenue). 1
Net:
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This discussion outlines Fiserv's projected revenue and EPS growth for 2026, highlighting recent trends and strategic outlook following the latest earnings report.
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Research questionWhat are Fiserv's updated revenue and EPS growth projections for 2026?
Answer outline
Fiserv is strategically investing in AI and capital expenditures to enable revenue growth and operational efficiency by 2026, supported by targeted initiatives like Project Elevate and modernization efforts.
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Research questionHow does Fiserv plan to leverage AI spend and capital expenditures to achieve its mid-single-digit revenue growth in 2026?
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This discussion explores how Fiserv plans to leverage AI investments and capital expenditures to achieve its targeted revenue growth in 2026, emphasizing strategic financial allocations and technological advancements.
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Research questionHow does Fiserv plan to leverage AI spend and capital expenditures to achieve its mid-single-digit revenue growth in 2026?
Answer outline
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Research questionWhat is driving the performance of Cheddar's and Yard House, what returns are expected from investments such as Yard House's smaller prototype, and what are the brands' long-term unit-growth ambitions?
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Research questionWhat is the expected cadence of margins for the rest of the year, and are there notable quarterly comparisons or other factors that could affect it?
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Research questionHow are Oracle's prepayment, bring-your-own-hardware, and supplier-financing models changing the relationship between RPO growth, CapEx, free cash flow, and infrastructure margins?
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Research questionWhat did management say about ROIC by commercial segments?
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Research questionCan you confirm the 2027–2028 gigawatt projections and discuss the implied revenue per gigawatt and its trend as XPUs evolve?
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Research questionPlease provide an update on Medtronic's base business excluding CAS, including Altaviva performance, plus details on the Cornerstone deal (timing of revenue impact in base Surgical, contract structure, geographic scope including whether the U.S. is included), and the margin guidance change (clarify the rationale behind lowering the operating profit margin expansion guidance by about 10 basis points)?
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Research questionWhat is the impact on long-term revenue and operating income growth from WAC/IRA adjustments, the loss of the oncology and grocery customers, and faster brand conversions at the large mail-order customer, given the reported core growth near 7%?
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Research questionWhat did management say about International growth amid regional conflicts?
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Marsh's Q2 2026 results show pricing headwinds concentrated in property-catastrophe reinsurance, but RIS is offset by robust Marsh Risk growth, broad new-business momentum, and capacity investments in hiring. Management emphasizes capacity-building and diverse risk solutions as key to sustaining organic growth near last year's levels, supported by international expansion, specialty expansion, and demand for complex risk financing despite softer rates.
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Research questionHow do you reconcile pricing headwinds in Risk & Insurance Services with hires and new business as you guide to organic revenue growth similar to last year?
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