Equifax (EFX) is trading higher as buyers lean into the company’s latest fundamental update: a Q4 2025 report that came in ahead of the midpoint of guidance and included a confident full-year 2026 outlook. With no new same-day corporate filing or earnings release evident in recent SEC materials, the move appears driven by investors repricing the name off previously issued guidance and operating momentum rather than a fresh, one-off headline.

In its February 4, 2026 earnings release (filed on Form 8-K), Equifax posted fourth-quarter 2025 revenue of $1.551 billion, up 9% year over year and $30 million above the midpoint of guidance. Management also issued 2026 guidance around $6.72 billion in revenue (about 10.5% growth) and adjusted EPS of about $8.50, while noting the outlook assumes a low-single-digit decline in the U.S. mortgage market and that mortgage credit scores are 100% FICO in the assumption set. (investor.equifax.com)

The same update emphasized accelerating free cash flow and aggressive capital returns, including $561 million returned to shareholders in Q4—driven largely by $500 million in share repurchases (2.3 million shares). Operationally, the release highlighted strong U.S. mortgage-related performance within both Workforce Solutions and USIS, alongside continued growth internationally, which is supporting a broader re-rating as investors look beyond near-term macro headwinds. (investor.equifax.com)