We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Consensus Estimate for Equifax’s top line is pegged at $1.4 billion, suggesting an 8.6% rise from the year-ago quarter’s actual. An improved segmental performance is anticipated to have aided the top line.
The consensus estimate for earnings per share is pegged at $2.1, hinting at a 16% increase on a year-over-year basis. A strong margin performance is expected to have fueled the bottom line.
Estimates for EFX’s Segments
Revenues from Workforce Solutions are likely to grow 10.2% year over year. Our estimate is pegged at $616.4 million. We anticipate the company’s strategy to acquire complementary companies to have benefited the segment by adding differentiated data assets across EFX and expanding in the $20-billion identify and fraud domain.
Our expectation for fourth-quarter 2024 revenues from U.S. Information Solutions (“USIS”) is pegged at $470 million, implying a 9.9% rise from the year-ago quarter’s reported number. We expect growth in non-mortgage and mortgage revenues due to healthy mortgage activity to have fueled this segment’s revenues.
We anticipate total international revenues to increase 8.5% from the year-ago quarter’s actual to $368.2 million. Robust growth across Latin America and Europe is expected to have driven this segment’s revenues.
Adjusted EBITDA for the USIS and International segments are likely to witness year-over-year growth of 19.1% and 11.1% to $178.8 million and $117.5 million, respectively. The metric is anticipated to have been driven by strong revenue growth. The adjusted EBITDA for Workplace Solutions is likely to be $318.4 million, up 11.1% from the year-ago quarter’s actual. We expect this segment’s adjusted EBITDA to have been driven by strong verifier revenue growth and continued cost controls.
What Our Model Says About EFX
Our proven model does not predict an earnings beat for Equifax this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
EFX has an Earnings ESP of -1.00% and a Zacks Rank of 4 (Sell) at present.
Stocks to Consider
Here are a few stocks from the broader Business Services sector, which, according to our model, have the right combination of elements to beat on earnings this season.
TransUnion (TRU - Free Report) : The Zacks Consensus Estimate for the company’s fourth-quarter 2024 revenues is pegged at $1 billion, indicating year-over-year growth of 7.7%. For earnings, the consensus mark is pegged at 96 cents, suggesting 20% growth from the year-ago quarter’s reported figure. The company beat the consensus estimate in the past four quarters, with an average surprise of 7.3%.
The company is scheduled to declare its fourth-quarter 2024 results on Feb. 13.
Aptiv PLC (APTV - Free Report) : The Zacks Consensus Estimate for fourth-quarter 2024 revenues is pegged at $4.9 billion, indicating a marginal decline from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at $1.7 per share, suggesting an 18.6% increase from the year-ago quarter’s reported number. Aptiv surpassed the consensus estimate in the past four quarters, with an average beat of 10.7%.
APTV has an Earnings ESP of +2.48% and a Zacks Rank of 3. It is scheduled to declare its fourth-quarter 2024 results on Feb. 6.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Equifax Gears Up to Report Q4 Earnings: What's in the Offing?
Equifax (EFX - Free Report) is scheduled to report fourth-quarter 2024 results on Feb. 6, before market open.
See Zacks Earnings Calendar to stay ahead of market-making news.
EFX has a decent earnings surprise history. It has outperformed the Zacks Consensus Estimate in four preceding quarters, with an average of 3.6%.
Equifax, Inc. Price, Consensus and EPS Surprise
Equifax, Inc. price-consensus-eps-surprise-chart | Equifax, Inc. Quote
EFX’s Q4 Expectations
The Zacks Consensus Estimate for Equifax’s top line is pegged at $1.4 billion, suggesting an 8.6% rise from the year-ago quarter’s actual. An improved segmental performance is anticipated to have aided the top line.
The consensus estimate for earnings per share is pegged at $2.1, hinting at a 16% increase on a year-over-year basis. A strong margin performance is expected to have fueled the bottom line.
Estimates for EFX’s Segments
Revenues from Workforce Solutions are likely to grow 10.2% year over year. Our estimate is pegged at $616.4 million. We anticipate the company’s strategy to acquire complementary companies to have benefited the segment by adding differentiated data assets across EFX and expanding in the $20-billion identify and fraud domain.
Our expectation for fourth-quarter 2024 revenues from U.S. Information Solutions (“USIS”) is pegged at $470 million, implying a 9.9% rise from the year-ago quarter’s reported number. We expect growth in non-mortgage and mortgage revenues due to healthy mortgage activity to have fueled this segment’s revenues.
We anticipate total international revenues to increase 8.5% from the year-ago quarter’s actual to $368.2 million. Robust growth across Latin America and Europe is expected to have driven this segment’s revenues.
Adjusted EBITDA for the USIS and International segments are likely to witness year-over-year growth of 19.1% and 11.1% to $178.8 million and $117.5 million, respectively. The metric is anticipated to have been driven by strong revenue growth. The adjusted EBITDA for Workplace Solutions is likely to be $318.4 million, up 11.1% from the year-ago quarter’s actual. We expect this segment’s adjusted EBITDA to have been driven by strong verifier revenue growth and continued cost controls.
What Our Model Says About EFX
Our proven model does not predict an earnings beat for Equifax this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
EFX has an Earnings ESP of -1.00% and a Zacks Rank of 4 (Sell) at present.
Stocks to Consider
Here are a few stocks from the broader Business Services sector, which, according to our model, have the right combination of elements to beat on earnings this season.
TransUnion (TRU - Free Report) : The Zacks Consensus Estimate for the company’s fourth-quarter 2024 revenues is pegged at $1 billion, indicating year-over-year growth of 7.7%. For earnings, the consensus mark is pegged at 96 cents, suggesting 20% growth from the year-ago quarter’s reported figure. The company beat the consensus estimate in the past four quarters, with an average surprise of 7.3%.
TRU carries an Earnings ESP of +0.27% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company is scheduled to declare its fourth-quarter 2024 results on Feb. 13.
Aptiv PLC (APTV - Free Report) : The Zacks Consensus Estimate for fourth-quarter 2024 revenues is pegged at $4.9 billion, indicating a marginal decline from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at $1.7 per share, suggesting an 18.6% increase from the year-ago quarter’s reported number. Aptiv surpassed the consensus estimate in the past four quarters, with an average beat of 10.7%.
APTV has an Earnings ESP of +2.48% and a Zacks Rank of 3. It is scheduled to declare its fourth-quarter 2024 results on Feb. 6.