Equifax raises FY25 EPS view to $7.55-$7.65 from $7.33-$7.63, consensus $7.55

Raises FY25 revenue view to $6.03B-$6.06B from $5.97B-$6.04B, consensus $6.02B. The company said, “Given our strong third quarter results, we are raising our full year 2025 reported revenue Guidance midpoint by $40 million with local currency growth of about 7% and increasing our full year Adjusted EPS Guidance by $0.12 per share. We also increased our 2025 free cash flow Guidance from $900+ million to between $950 million and $975 million from our strong operating cash flow and a cash conversion ratio of over 100%, above our Long Term Financial Framework of 95%+. Given our strong free cash flow and balance sheet, we returned about $360 million of cash to shareholders in the third quarter, including repurchasing 1.2 million Equifax (EFX) shares for $300 million under our $3 billion share repurchase program. Our ability to deliver significant excess free cash flow to shareholders is a big milestone for Equifax 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.”