Equifax Delivers Strong 10% Revenue Growth in Third Quarter 2026 Driven by 8% Diversified Markets Revenue Growth Despite Challenging U.S. Mortgage Market; Returns $158 Million Cash to Shareholders
Equifax reported Q3 2026 revenue of $1.693 billion, up 10% year-over-year (9% local currency), with net income up 32% to $211.7 million and diluted EPS of $1.79, up 39%. Adjusted EPS rose 11% to $2.26 with adjusted EBITDA margin expanding to 33.1% from 32.7%, and U.S. mortgage revenue grew 15% despite a much weaker mortgage market; the company returned $158 million to shareholders including $92 million in buybacks. However, management cut full-year 2026 revenue guidance at the midpoint to $6.661 billion on expectations the weak U.S.
Key figures
- Eps
- 1.79
- Revenue
- 1692500000
- Guidance
- FY2026 revenue reduced at midpoint to $6.661 billion (range $6.646B-$6.676B); Adjusted EPS $8.45-$8.55 ($8.50 midpoint, a $0.04 reduction); Q4 revenue $1.605B-$1.635B, Adjusted EPS $2.07-$2.17
- Revenue Yoy
- 10%
- Net income
- 211700000
- Adjusted eps
- 2.26
- Capital return
- $158 million
- Dividends paid
- $66 million
- Net income yoy
- 32%
- Vitality index
- over 17%
- Adjusted eps yoy
- 11%
- Share repurchases
- $92 million
- Usis revenue growth
- 13%
- Adjusted ebitda margin
- 33.1%
- Us mortgage revenue growth
- 15%
- International revenue growth
- 9%
- Workforce solutions revenue growth
- 7%
AI analysis
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