EFX
Equifax Inc (EFX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Article Summary
BUY- Equifax Inc. (NYSE: EFX) delivered strong Q2 2026 revenue growth of 11% on a reported basis and 10% in constant currency, with EPS rising 13% to $2.25 and EBITDA up 10.5%, driven by strong margin performance across enterprise services, workforce solutions, and international markets.
- Equifax, returned $366 million to shareholders through share repurchases and dividends, including $300 million spent on 1.8 million shares and $66 million in dividends, with free cash flow expected to exceed $1 billion in 2026 with cash conversion over 100%.
- The company signed significant state government contracts totaling about $300M, with $100 million in new wins and $200 million in renewals, indicating strong commercial momentum and future government demand.
- However, international revenue was slightly lower than expected due to market weakness in Canada and the UK, and the U.S. mortgage market weakened due to higher interest rates, while government revenue declined slightly due to a tough 2025 comparison.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.4% | 25% | 50.0 ptsMeets Minimum (10.4%) - Passes screener |
| EPS Growth Next 5Y ? | 17.6% | 25% | 50.0 ptsMeets Minimum (17.6%) - Passes screener |
| Target Price Upside ? | 23.3% | 20% | 70.0 ptsGood Upside (23.3%) - Target: $213.36 vs Current: $173.00 |
| Gross Margin % ? | 44.1% | 15% | 60.0 ptsSolid (44.1%) - Decent margins |
| Drawdown from 52-Wk High ? | -36.4% | 15% | 80.0 ptsSolid Dip (-36.4%) - Good entry zone |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About EFX
- Equifax Inc. operates as a data, analytics, and technology company.
- The company operates through three segments: Workforce Solutions, U.S.
- Information Solutions (USIS), and International.
- The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that that assist them in complying with and automating certain payroll-related and human resource management processes throughout the entire cycle of the employment relationship.
- The U.S. Information Solutions segment provides consumer and commercial information services, such as credit information and credit scoring, credit modeling and portfolio analytics, locate, fraud detection and prevention, identity verification, and other consulting services; mortgage services; financial marketing services; identity management services; and credit monitoring products.
- The International segment offers information service products, which include consumer and commercial services comprising credit and financial information, and credit scoring and modeling; and credit and other marketing products and services, as well as information, technology, and services to support debt collections and recovery management.
- The company also provides information solutions for businesses, governments and consumers; and human resources business process automation and outsourcing services for employers.
- It operates in Argentina, Australia, Brazil, Canada, Chile, Costa Rica, Dominican Republic, Ecuador, El Salvador, Honduras, India, Ireland, Mexico, New Zealand, Paraguay, Peru, Portugal, Spain, the United Kingdom, Uruguay, and the United States.
- The company was founded in 1899 and is headquartered in Atlanta, Georgia.