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.
Equifax Q1 EPS of $1.86 moved up 21.6% y/y, with revenues rising 14.4% to $1.6B, both beating estimates.
EFX saw 21% USIS growth and 10% workforce gains, with verification services up 14% y/y.
Equifax posted 12.8% EBITDA growth but margins slipped; it raised 2026 revenue outlook to $6.69-$6.81B.
Equifax Inc. (EFX - Free Report) has reported impressive first-quarter 2026 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.
EFX has posted $1.86 in earnings per share (EPS), beating the Zacks Consensus Estimate by 10.1%. This marked a 21.6% jump from the first quarter of 2025. The company recorded $1.6 billion in its top line, surpassing the consensus estimate by 2.3%. Revenues increased 14.4% from the year-ago quarter.
Equifax shares have lost 6.9% in a year compared with the 27.8% decline of the industry and against the 44.2% rally of the Zacks S&P 500 composite.
The workforce solutions segment saw 10% year-over-year revenue growth. The figure stands at $683.1 million, outpacing our estimate of $680 million. Within this segment, verification services registered $571.4 million in revenues, up 14% from the year-ago quarter, and employer services revenues dipped 4% to $111.7 million.
The USIS segment witnessed $605.6 million in revenues. The metric increased 21% year over year and surpassed our projection of $574.9 million. Within this segment, Online Information Solutions generated $553.7 million, up 24% year over year. Financial Marketing Services' revenues were flat at $51.9 million.
International revenues witnessed an 11% year-over-year rise on a reported basis and 4% in local currency basis to $360.2 million. We estimated EFX to record $346.3 million in international revenues, which the company successfully surpassed in the first quarter of 2026.
Revenues from Europe gained 9% year over year on a reported basis and 1% on a local-currency basis to $94 million. The company logged $102.7 million in revenues in Latin America, which grew 9% year over year on a reported basis and 4% on a local-currency basis.
The Asia Pacific and Canada reported $92.6 million and $70.9 million in revenues, respectively. Asia Pacific revenues moved up 16% year over year on a reported basis and 6% on a local-currency basis. Canada delivered 12% year-over-year growth in revenues on a reported basis and 8% on a local-currency basis.
Uptick in EFX’s Adjusted EBITDA, Margins Dip
The company recorded $477.4 million in adjusted EBITDA, delivering 12.8% year over year growth. Its margin tanked 30 basis points (bps).
Workforce Solution’s adjusted EBITDA margin was 52.3%, up 220 bps from the year-ago quarter. On the USIS front, the adjusted EBITDA margin was 30.3%, which declined 420 bps year over year. The international segment delivered 25% in adjusted EBITDA, gaining 90 bps from the first quarter of 2025.
EFX’s Resilient Cash Position, Debt Stable
Equifax exited the first quarter with cash and cash equivalents of $183.4 million compared with $180.8 million at the end of the fourth quarter of 2025. The company has a long-term debt of $4.1 billion, which was flat with the preceding quarter.
Cash generated from operating activities amounted to $241.9 million, whereas capital expenditure totaled $120.4 million. The company distributed $67.1 million as dividends in the quarter.
Equifax’s Q2 & 2026 Outlook
Management expects $1.68-$1.71 billion in revenues for the second quarter of 2025. The company’s guided range stands above the Zacks Consensus Estimate of $1.61 billion. EPS is expected to be $2.15-$2.25. This outlook is higher than the consensus estimate of $1.69.
For 2026, revenues are anticipated to be at $6.69-$6.81 million, higher than the preceding quarter’s view of $6.66-$6.78 billion. The mid-point ($6.75 billion) of the guidance is positioned higher than the consensus mark of $6.74 billion. Management raised the EPS outlook by a slight margin to $8.34-$8.74 per share from the preceding quarter’s view of $8.3-$8.7 per share. The mid-point ($8.54) of the outlook is lower than the Zacks Consensus Estimate of $8.62.
FDS’s earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.
ACN reported earnings of $2.93 per share, beating the Zacks Consensus Estimate by 2.4%. The metric increased 3.9% from the year-ago quarter. Accenture’s total revenues of $18 billion beat the consensus estimate by 1.2% and rose 8.2% on a year-over-year basis.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Equifax Q1 Earnings Beat Estimates, Revenues Jump 14% Y/Y
Key Takeaways
Equifax Inc. (EFX - Free Report) has reported impressive first-quarter 2026 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.
EFX has posted $1.86 in earnings per share (EPS), beating the Zacks Consensus Estimate by 10.1%. This marked a 21.6% jump from the first quarter of 2025. The company recorded $1.6 billion in its top line, surpassing the consensus estimate by 2.3%. Revenues increased 14.4% from the year-ago quarter.
Equifax shares have lost 6.9% in a year compared with the 27.8% decline of the industry and against the 44.2% rally of the Zacks S&P 500 composite.
Equifax, Inc. Price, Consensus and EPS Surprise
Equifax, Inc. price-consensus-eps-surprise-chart | Equifax, Inc. Quote
EFX’s Solid Segmental Growth Beats Expectations
The workforce solutions segment saw 10% year-over-year revenue growth. The figure stands at $683.1 million, outpacing our estimate of $680 million. Within this segment, verification services registered $571.4 million in revenues, up 14% from the year-ago quarter, and employer services revenues dipped 4% to $111.7 million.
The USIS segment witnessed $605.6 million in revenues. The metric increased 21% year over year and surpassed our projection of $574.9 million. Within this segment, Online Information Solutions generated $553.7 million, up 24% year over year. Financial Marketing Services' revenues were flat at $51.9 million.
International revenues witnessed an 11% year-over-year rise on a reported basis and 4% in local currency basis to $360.2 million. We estimated EFX to record $346.3 million in international revenues, which the company successfully surpassed in the first quarter of 2026.
Revenues from Europe gained 9% year over year on a reported basis and 1% on a local-currency basis to $94 million. The company logged $102.7 million in revenues in Latin America, which grew 9% year over year on a reported basis and 4% on a local-currency basis.
The Asia Pacific and Canada reported $92.6 million and $70.9 million in revenues, respectively. Asia Pacific revenues moved up 16% year over year on a reported basis and 6% on a local-currency basis. Canada delivered 12% year-over-year growth in revenues on a reported basis and 8% on a local-currency basis.
Uptick in EFX’s Adjusted EBITDA, Margins Dip
The company recorded $477.4 million in adjusted EBITDA, delivering 12.8% year over year growth. Its margin tanked 30 basis points (bps).
Workforce Solution’s adjusted EBITDA margin was 52.3%, up 220 bps from the year-ago quarter. On the USIS front, the adjusted EBITDA margin was 30.3%, which declined 420 bps year over year. The international segment delivered 25% in adjusted EBITDA, gaining 90 bps from the first quarter of 2025.
EFX’s Resilient Cash Position, Debt Stable
Equifax exited the first quarter with cash and cash equivalents of $183.4 million compared with $180.8 million at the end of the fourth quarter of 2025. The company has a long-term debt of $4.1 billion, which was flat with the preceding quarter.
Cash generated from operating activities amounted to $241.9 million, whereas capital expenditure totaled $120.4 million. The company distributed $67.1 million as dividends in the quarter.
Equifax’s Q2 & 2026 Outlook
Management expects $1.68-$1.71 billion in revenues for the second quarter of 2025. The company’s guided range stands above the Zacks Consensus Estimate of $1.61 billion. EPS is expected to be $2.15-$2.25. This outlook is higher than the consensus estimate of $1.69.
For 2026, revenues are anticipated to be at $6.69-$6.81 million, higher than the preceding quarter’s view of $6.66-$6.78 billion. The mid-point ($6.75 billion) of the guidance is positioned higher than the consensus mark of $6.74 billion. Management raised the EPS outlook by a slight margin to $8.34-$8.74 per share from the preceding quarter’s view of $8.3-$8.7 per share. The mid-point ($8.54) of the outlook is lower than the Zacks Consensus Estimate of $8.62.
Equifax carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Snapshot
FactSet (FDS - Free Report) reported impressive results for second-quarter fiscal 2026.
FDS’s earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.
Accenture plc (ACN - Free Report) posted impressive second-quarter fiscal 2026 results.
ACN reported earnings of $2.93 per share, beating the Zacks Consensus Estimate by 2.4%. The metric increased 3.9% from the year-ago quarter. Accenture’s total revenues of $18 billion beat the consensus estimate by 1.2% and rose 8.2% on a year-over-year basis.