Monitor next quarter's guidance for confirmation of sustained growth, especially in Mortgage and Workforce Solutions segments, as macro headwinds from interest rates and geopolitical conflict could impact future performance.
Price Chart
Executive Summary
Equifax reported strong Q1 2026 revenue of $1.649B, up 14% YoY and $37M above guidance, driven by a 38% surge in U.S. Mortgage revenue. Adjusted EPS was $1.86, beating consensus by 9.4%, but guidance for full-year 2026 was maintained due to macro uncertainty from rising rates and geopolitical conflict.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $1.649B, up 14% YoY, $37M above midpoint of guidance
- Adjusted EPS: $1.86, up 22% YoY, beat consensus of $1.69
- U.S. Mortgage revenue grew 38% YoY
- Workforce Solutions revenue grew 10% YoY
- USIS revenue grew 21% YoY
- International revenue grew 11% YoY
- Returned $327M to shareholders via buybacks and dividends
- Maintained full-year 2026 revenue growth guidance of ~10% due to macro uncertainty
Financial Impact
Revenue beat by $37M, EPS beat by 9.4% vs consensus, driven by strong Mortgage and Workforce Solutions growth.
Risk Factors
- Macro uncertainty from rising interest rates and geopolitical conflict (Iran) could impact U.S. mortgage activity and demand
- Maintained guidance despite strong results indicates caution from management
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000033185-26-000016 |
| Document: efx-20260421.htm | 0000033185-26-000016 |
| Document: 0000033185-26-000016-index-headers.html | 0000033185-26-000016 |
| Document: 0000033185-26-000016-index.html | 0000033185-26-000016 |
| Document: 0000033185-26-000016.txt | 0000033185-26-000016 |
| 8-K Data (Synthetic) | 0000033185-26-000016 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Press Release | $172.29 $158.62 | ▼ −7.93% | ▼ −8.04% | $140.00 (−18.74%) |
Sep 14, 2026 18d ago | Court Ruling | $172.29 $158.62 | ▼ −7.93% | ▼ −8.04% | $140.00 (−18.74%) |
Sep 11, 2026 21d ago | Court Ruling | $169.00 $158.87 | ▼ −5.99% | ▼ −5.77% | $140.00 (−17.16%) |
Sep 11, 2026 21d ago | Court Ruling | $169.00 $158.87 | ▼ −5.99% | ▼ −5.77% | $140.00 (−17.16%) |
Sep 2, 2026 4w ago | Court Ruling | $185.48 $168.04 | ▼ −9.40% | ▼ −8.44% | $140.00 (−24.52%) |
Aug 31, 2026 4w ago | Court Ruling | $189.16 $171.62 | ▼ −9.27% | ▼ −9.13% | $140.00 (−25.99%) |
Aug 28, 2026 5w ago | Court Ruling | $194.35 $177.05 | ▼ −8.90% | ▼ −9.01% | $140.00 (−27.97%) |
Aug 27, 2026 5w ago | Court Ruling | $190.36 $189.09 | ▼ −0.67% | ▼ −0.94% | $140.00 (−26.46%) |
Aug 26, 2026 5w ago | Court Ruling | $190.56 $185.48 | ▼ −2.67% | ▼ −2.55% | $140.00 (−26.53%) |
Aug 20, 2026 6w ago | Court Ruling | $192.41 $190.36 | ▼ −1.07% | ▼ −2.18% | $140.00 (−27.24%) |
US Market Status
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