Equifax maintains FY26 adjusted EPS view $8.34-$8.74, consensus $8.59

Reaffirms revenue view $6.685B-$6.805B. consensus $6.75B. “We are maintaining our full-year 2026 Guidance midpoint expectation for local currency revenue growth of about 10%. Despite our strong, above guidance first quarter results principally from stronger U.S. mortgage activity in the first half of the quarter, we are maintaining our full-year 2026 Guidance due to the reduction in U.S. mortgage activity from higher rates since the Iran conflict began and the uncertainty in the global macroeconomic environment and direction of U.S. inflation and interest rates. We are increasing our full year reported revenue by $25M and Adjusted EPS by $0.04 per share for the impact of foreign exchange. Equifax (EFX) is fundamentally a different company on how we go to market from Technology to Data & Analytics, EFX.AI capabilities, product focus, and AI-driven Operations all leveraging our nearly $3 billion Cloud technology investment and patented EFX.AI products and D&A capabilities. Equifax’s scale proprietary data is the foundation of our AI Data Moat and a big competitive advantage, and we are expanding our capabilities to leverage our unique, non-public data assets with EFX.AI and our Agentic AI capabilities to rapidly deliver higher-performing scores, models, and multi-market products to help our customers grow. Our strong first quarter results reflect the resiliency of the broad-based Equifax business model in an increasingly uncertain economy. We are energized about the New Equifax that we expect to deliver higher growth, margins, and accelerating free cash flow, and returning cash to shareholders in the future,” said CEO Mark Begor.