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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

EFX
  • Equifax reported third quarter 2026 revenue of $1.693 billion, a 10% increase on a reported basis and 9% on a local currency basis compared to the same period in 2025.
  • Diversified Markets revenue grew 8% reported (7.5% local currency), driven by strong performance across all business units including Talent Solutions (over 20% growth), Consumer Lending (high double digits), Verification Services (9%), \& Government (mid-single digits).
  • U.S. Mortgage revenue increased 15% despite a weaker market environment, with USIS Mortgage revenue specifically up 28%.
  • Workforce Solutions revenue rose 7% to $693.9 million, while Employer Services revenue declined 5% to $90.7 million.
  • USIS revenue grew 13% to $599.1 million, with Online Information Solutions up 13% \& Financial Marketing Services up 11%.
  • International revenue increased 9% reported (7% local currency), with low double-digit growth in Australia, high single-digit growth in Latin America, 20% growth in Asia Pacific, \& 4% growth in Canada.
  • Net income attributable to Equifax was $211.7 million, up 32% year-over-year, resulting in diluted EPS of $1.79 per share.
  • Adjusted EPS was $2.26 per share, up 11% compared to the third quarter of 2025.
  • Adjusted EBITDA margin improved to 33.1% in the third quarter of 2026 from 32.7% in the prior year period.
  • The company returned $158 million to shareholders through $92 million in share repurchases (0.5 million shares) \& $66 million in quarterly dividends.
  • New product innovation leveraged EFX.AI \& proprietary data to achieve a record over 17% new product Vitality Index.
  • Full year 2026 revenue guidance was reduced to a midpoint of $6.661 billion due to a weaker U.S. mortgage market in the latter half of the year.
  • Full year 2026 Adjusted EPS guidance remains at a midpoint of $8.50 per share, representing only a $0.04 reduction from previous guidance.
  • Equifax expects the Círculo de Crédito acquisition to close in the fourth quarter of 2026.
  • The company continues to deploy EFX.AI to drive operational efficiencies toward a $150 million AI productivity goal.