Equifax Inc. reported nine-month revenue growth of $517.6 million, or 11%, and operating income growth of $146.2 million, or 18%, versus 2025.
EFX · Equifax Inc
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
Equifax reported third-quarter revenue of $1,692.5 million, up 10%, and diluted EPS of $1.79 per share. It returned $158 million to shareholders and cut full-year 2026 revenue guidance to a $6.661 billion midpoint while retaining $8.50 per-share adjusted EPS guidance.
Equifax reported third-quarter revenue of $1.693 billion, up 10%. It cut 2026 mortgage revenue guidance by about $80 million, set revenue midpoint at $6.661 billion and adjusted EPS at $8.50, and raised EBITDA margin expansion guidance to 100 basis points.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Research
our published analysis of this company-
Scientific ResearchAI Talk Nearly Doubled Outside Tech. Proof of Payoff Is Rare
Executives at non-tech S&P 500 companies talked about AI on 61.2% of their earnings calls last quarter, up from 33.8% in early 2024. Only 9.0% of calls put a number on what AI saved, sped up or earned, and the most common figure is a savings target for a company-wide cost program.
-
Scientific ResearchHow Much Do Stocks Move After Earnings? Evidence From 12,353 S&P 500 Reports
In 2026 so far, 13.3% of S&P 500 earnings reports moved the stock 10% or more on the next trading day, more than one in eight, against one in 23 in 2021, and the average move grew from 3.4% to 5.3%. Technology stocks moved 8.0% on average over the last four quarters, utilities 1.9%.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| International operating margin | 12.1% | Three Months Ended June 30, 2026 filing | — |
| Operating margin | 18.5% | Three Months Ended June 30, 2026 filing | — |
| U.S. Information Solutions operating margin | 22.5% | Three Months Ended June 30, 2026 filing | — |
| Workforce Solutions operating margin | 44.9% | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Consulting Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EFX
this stock
Equifax Inc
|
$22.68B | -12.6% | +6.9% | 31.3 | 4.8% |
|
VRSK
Verisk Analytics, Inc.
|
$26.25B | -8.5% | +6.6% | 31.1 | 3.4% |
|
BAH
Booz Allen Hamilton Holding Corp
|
$10.59B | +1.2% | -6.4% | 13.9 | 5.6% |
|
FCN
Fti Consulting, Inc
|
$5.34B | +14.6% | +2.4% | 24.5 | 11.2% |
|
HURN
Huron Consulting Group Inc.
|
$2.77B | -3.5% | +11.7% | 26.2 | 5.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 20, 2026
- This year
- 19
Equifax reported third-quarter revenue of $1,692.5 million, up 10%, and diluted EPS of $1.79 per share. It returned $158 million to shareholders and cut full-year 2026 revenue guidance to a $6.661 billion midpoint while retaining $8.50 per-share adjusted EPS guidance.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EFX | +2.7% | +30.1% | +15.4% | +2.7% | -12.6% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | +5.4% | +35.6% | +15.9% | +5.4% | -20.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.