Equifax raises FY25 adjusted EPS view to $7.33-$7.63 from $7.25-$7.65

Consensus $7.61. Raises FY25 revenue view to $5.97B-$6.04B from $5.91B-$6.03B, consensus $6B. The company said, “With the uncertainties in the economy and interest rates, we are maintaining our full-year 2025 local currency revenue Guidance midpoint expectation for local currency revenue growth of 6%. We are increasing our full-year Guidance for reported revenue by $35 million and Adjusted EPS by $0.03 per share for the impact of foreign exchange. In 2025, we expect to deliver over $900 million of free cash flow and a cash conversion ratio of over 95%, in line with our Long Term Financial Framework. Given our strong free cash flow and balance sheet, we returned about $190 million of cash to shareholders in the second quarter, including $127 million in share repurchases under our new $3 billion share repurchase program. Our ability to deliver significant excess free cash flow to shareholders is a big milestone for Equifax (EFX) as we move post-Cloud to fully focus on growth, innovation, new products, and free cash generation to continue investing in EFX for growth and return cash to shareholders.”