EQUIFAX INC is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Equifax (EFX) delivered strong Q1 FY2026 results with revenue of $1.65B (+14.3% YoY) and net income of $171.5M (+28.9% YoY), driven by operating leverage and EPS growth of 34%, though liquidity remains tight with a current ratio below 1.
Drawn from management commentary in the Q1 2026 10-Q:
EFX generated $1.65B in revenue in Q1 FY2026, up 14.3% from $1.44B in the prior-year period, reflecting broad-based demand for its data and analytics solutions. This growth rate significantly outpaces the prior year's base, suggesting continued momentum in core business segments.
Operating income grew 22.0% YoY to $287.7M, outpacing revenue growth of 14.3%, which expanded the operating margin from 16.4% to 17.4%. This indicates EFX is achieving meaningful operating leverage as revenue scales faster than costs.
SG&A expenses increased 9.6% YoY to $411.0M, growing at a slower pace than revenue (+14.3%), which contributed to the margin improvement. Disciplined cost management appears to be a key driver of profitability gains.
Revenue
$1.65B
++14.35% YoY
EPS (Basic)
$1.43
++33.64% YoY
Operating Income
$287.7M
++22.01% YoY
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