earnings
confidence high
sentiment positive
materiality 0.75
Equifax Q1 revenue $1.649B (+14% YoY) beats guidance; adjusted EPS $1.86 (+22%)
EQUIFAX INC
2026-Q1 EPS
reported $1.42
vs consensus $1.72
▼ miss
(-17.3%)
- Revenue $1.649B, up 14% YoY; $37M above Feb guidance midpoint; diluted EPS $1.42 (+34%).
- Adjusted EPS $1.86 (+22%); adjusted EBITDA margin 29.0% (vs 29.3% Q1 2025).
- Workforce Solutions revenue +10% to $683M; USIS +21% to $606M; International +4% local currency.
- Full-year guidance: ~10% local currency growth; reported revenue +$25M, adj EPS +$0.04 for FX.
- Returned $327M to shareholders ($260M buybacks, $67M dividends); New Product Vitality Index 17%.