EQUIFAX INC (EFX) Form 10-Q — Oct 20, 2026
Equifax reported strong Q3 2026 results with operating revenue of $1,692.5 million, up 10% year-over-year, and diluted EPS of $1.79, up 39% from $1.29. Operating margin expanded 3.9 points to 21.0%, driven by mortgage pricing and diversified markets growth across all three segments. The company disclosed a definitive agreement to acquire Círculo de Crédito for an enterprise value of $750 million ($825 million purchase price net of $75 million cash acquired), expected to close in Q4 2026 pending regulatory approval.
Key figures
- Eps
- 1.79
- Net Income
- 211.7
- Revenue Yoy
- 10%
- Cash Position
- 192.9
- Shares Outstanding
- 117017174
- Operating margin q3
- 21.0%
- Q3 2025 diluted eps
- 1.29
- Insurance receivable
- 60
- Nine month diluted eps
- 4.75
- Nine month revenue yoy
- 11%
- Fcra settlement accrual
- 100
- Operating margin q3 prior
- 17.1%
- Dividend per share quarterly
- 0.56
- Buyback authorization remaining
- $1.4 billion
- Pending acquisition enterprise value
- $750 million
AI analysis
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