earnings
confidence high
sentiment positive
materiality 0.80
Equifax Q2 revenue up 11% to $1.7B; signs $750M deal to acquire Círculo de Crédito
EQUIFAX INC
- Revenue $1.700B (+11% reported, +10% local currency); adjusted EPS $2.25 (+13% YoY).
- Workforce Solutions revenue $705.4M (+7%); USIS revenue $611.6M (+17%); International revenue $383.1M (+8% reported).
- Signed definitive agreement to acquire Círculo de Crédito (Mexico) for $750M enterprise value; expected close Q4 2026.
- Doubling AI-driven cost reduction target to $150M (2026-2028); returned $366M to shareholders via buybacks and dividends.
- U.S. Mortgage revenue up 25%; new product Vitality Index 16%; government contracts ~$300M annual contract value in H1.