Equifax Q1 revenue beats estimates on US mortgage activity

Equifax

21/04/2026 11:42

Overview

U.S. data and analytics provider's Q1 revenue grew 14%, beating analyst expectations

Adjusted EPS for Q1 rose 22% yr/yr and beat analyst expectations

Company returned $327 mln to shareholders through share repurchases and dividends

Outlook

Equifax sees Q2 2026 revenue between $1.68 bln and $1.71 bln

Company expects Q2 2026 adjusted EPS of $2.15 to $2.25

Equifax maintains full-year constant dollar revenue growth guidance but raises reported revenue and EPS for FX impact

Result Drivers

U.S. MORTGAGE ACTIVITY - Strong 38% growth in U.S. Mortgage revenue, especially early in the quarter before interest rates rose, drove overall revenue outperformance

WORKFORCE SOLUTIONS - Workforce Solutions revenue rose 10%, with Verification Services up 14% led by government and diversified markets growth

NEW PRODUCT INNOVATION - Record 17% new product Vitality Index, above long-term goal, supported by EFX Cloud and AI capabilities

Company press release: ID:nPn3jdX3ga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.65 bln
$1.62 bln (17 Analysts)
Q1 Adjusted EPS
Beat
$1.86
$1.70 (20 Analysts)
Q1 EPS
$1.42


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 9 "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 $226.00, about 13.9% above its April 20 closing price of $198.45

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 25 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)