Equifax Q3 revenue and profit rise on mortgage segment growth
EFX•Equifax reported third-quarter revenue of $1.69 billion, up 10% year over year and in line with expectations, while adjusted EPS rose 11% to $2.26, beating expectations. The company lowered its 2026 revenue guidance midpoint to $6.661 billion and expects adjusted EPS of $8.50.
1. Quarterly results
Equifax reported third-quarter revenue of $1.69 billion, up 10% year over year and in line with analyst expectations. Adjusted EPS rose 11% to $2.26, topping the $2.20 consensus estimate; EPS was $1.79. The company returned $158 million to shareholders through buybacks and dividends.
2. 2026 outlook
Equifax lowered its 2026 full-year revenue guidance midpoint to $6.661 billion, citing a weak U.S. mortgage market. It expects adjusted EPS of $8.50, a 4-cent reduction at the midpoint from its prior guidance, and maintained its forecast for high-single-digit revenue growth in Diversified Markets.
3. Business drivers
Diversified Markets revenue increased 8%, with broad-based growth across business units. U.S. Mortgage revenue grew 15% despite challenging market conditions. Equifax said its new-product Vitality Index reached a record level above 17%, attributing the result to innovation in cloud and AI offerings.
