Equifax's revenue growth reaccelerated to 14.3% in Q1 2026 before settling at 9.6% in Q3, with operating margin expanding from 17.4% to 21.0% over the first three quarters of 2026, suggesting the Workforce Solutions mix shift and cloud-native transition are driving structural operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth reaccelerated to 14.3% in Q1 2026 and remained at 9.6% in Q3 2026, with operating margin expanding to 21.0% from 17.4% and SG&A declining 7.6% sequentially to $390.4M, though the anomalous Q4 2025 gross margin of 11.0% warrants further investigation.
Equifax is one of the three largest consumer credit reporting agencies, providing essential credit reports and scores for businesses and consumers.
The company has evolved from a traditional credit bureau into a diversified analytics and verification powerhouse, leveraging data and human capital.
Equifax utilizes AI systems transparently and securely to enhance consumer benefits, operational efficiency, and business analytics.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 20, 2026 | $2.26+2.7% vs $2.20 | $1.7B+0.3% vs $1.7B |
Q3 2026 Jul 21, 2026 | $2.25+2.3% vs $2.20 | $1.7B+0.2% vs $1.7B |
Q2 2026 Apr 21, 2026 | $1.86+10.1% vs $1.69 | $1.6B+2.0% vs $1.6B |
Q1 2026 Feb 4, 2026 | $2.09+1.5% vs $2.06 | $1.6B+1.5% vs $1.5B |
According to a new Equifax Canada survey, nearly two-thirds of Canadians have encountered fraudulent messages in the past year, while gaps in online precautions persist According to a new Equifax Canada survey, nearly two-thirds of Canadians have encountered fraudulent messages in the past year, while gaps in online precautions persist
Review Equifax's (EFX) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Pre-Market Stock Futures: Futures are trading higher as we head into a new week that will finish out October, with traders trying to rally stocks after last week's losing effort. With Halloween on Saturday, this week may be as scary as last week. All major indices closed lower again on Friday after a midday attempt
MBL Wealth LLC bought a new position in shares of Equifax, Inc. (NYSE: EFX) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 2,761 shares of the credit services provider's stock, valued at approximately $379,000. Other institutional investors have also recently added to
Benchmark EFX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Equifax Inc. (EFX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $189.59 | $22.27B | 30.14 | 6.92% | 11.27% | 16.17% | 0.99% | |
| $81.18 | $15.55B | 17.23 | 9.38% | 18.01% | 18.65% | 0.57% | |
| $704.55 | $15.22B | 18.19 | 27.32% | 32.94% | — | — | |
| $204.59 | $26.63B | 30.07 | 6.63% | 27.68% | — | 0.88% | |
| $505.67 | $87.58B | 30.40 | 9.37% | 36.16% | 82.81% | 0.77% | |
| $467.80 | $137.91B | 27.36 | 8.18% | 31.99% | 14.88% | 0.82% |
Equifax Inc. (EFX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Equifax Inc. (EFX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 20, 2026·SEC
Jul 29, 2026·SEC
Jul 21, 2026·SEC
Get notified when EFX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Equifax Inc. (EFX) stock FAQ — growth, dividends, profitability & financials explained
Equifax Inc. (EFX) reported $6.59B in revenue over the trailing twelve months. Revenue was $6.07B in fiscal year 2025. That is 397% more than the $1.22B of fiscal year 1996.
Equifax Inc. (EFX) grew revenue by 10.9% over the trailing twelve months, compared with the twelve months before.
Yes. Equifax Inc. (EFX) earned $742.9M in net income over the trailing twelve months (a 11.3% net margin).
Yes. Equifax Inc. (EFX) pays a dividend that yields 0.99% at the current price, a small yield.
Equifax Inc. (EFX) had a return on equity (ROE) of 16.2% over the trailing twelve months. That is above the market's typical 10-15%.
Equifax Inc. (EFX) generated $1.10B in free cash flow over the trailing twelve months.
