Equifax beats Q3 revenue estimates on strong US mortgage growth, raises guidance

Equifax

21/10/2025 11:44

Overview

Equifax Q3 revenue of $1.545 bln beats analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company raises 2025 revenue and adjusted EPS guidance, indicating confidence in future growth

Outlook

Equifax raises 2025 revenue guidance by $40 mln and adjusted EPS by $0.12

Company increases 2025 free cash flow guidance to $950 mln-$975 mln

Equifax introduces new Mortgage Scores pricing to reduce costs for homebuyers

Result Drivers

MORTGAGE REVENUE - U.S. Mortgage revenue grew 13% despite a declining market, contributing significantly to overall revenue growth

WORKFORCE SOLUTIONS - Revenue increased by 5%, driven by strong Government vertical results and Non-Mortgage growth

INTERNATIONAL GROWTH - International revenue up 6% on a reported basis, led by Latin America and Canada

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.54 bln
$1.52 bln (17 Analysts)
Q3 Adjusted EPS
Beat
$2.04
$1.93 (19 Analysts)
Q3 EPS
$1.29


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for Equifax Inc is $282.67, about 18.2% above its October 20 closing price of $231.12

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 31 three months ago

Press Release: ID:nPn5tVVD5a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)