EQUIFAX INC is expected to release its Q3 2026 10-Q filing on October 19, 2026, after market close. Last quarter: Equifax delivered 11% revenue growth to $1.7B in Q2 FY2026, led by U.S. Information Solutions and Workforce Solutions, but operating margin fell 1.7 percentage points and net income declined 4% as royalty, litigation, amortization, interest, and tax costs increased. Source: 10-Q Item 2 MD&A, pp.26-28
EPS Estimate
$2.29
Revenue Estimate
$1.73B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the EFX page.
Drawn from management commentary in the Q2 2026 10-Q:
Consolidated revenue increased $163.1M, or 11%, to $1.7B in Q2 FY2026. U.S. Information Solutions (USIS) revenue rose 17% to $611.6M, primarily driven by mortgage-related pricing and volumes plus diversified-markets growth; Workforce Solutions rose 7% to $705.4M, and International rose 8% to $383.1M.
Operating income increased only 1% to $314.2M because operating expenses grew 13%, faster than revenue. Operating margin declined to 18.5% from 20.2%, primarily due to higher royalty costs, litigation expense, and amortization of capitalized internal-use software costs.
Net income attributable to Equifax fell $7.4M, or 4%, to $183.9M. Management attributed the decline principally to litigation expense tied to a legal settlement related to a previously disclosed coding issue, net of expected insurance proceeds, and to higher interest expense.
Revenue
$1.7B
++10.61% YoY
EPS (Basic)
$1.55
++0.65% YoY
Operating Income
$314.2M
++1.09% YoY
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