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Earnings Score 48 Bullish

Equifax Raises Full-Year Guidance Following Strong Q1 Growth

Apr 21, 2026 11:33 UTC
EFX
Short term

Equifax reported a significant increase in net income and operating revenue for the first quarter of 2026. The company has subsequently lifted its full-year revenue and earnings outlook.

  • Q1 net income increased to $171.5 million from $133.1 million
  • Operating revenue grew to $1.65 billion from $1.44 billion
  • FY26 revenue outlook raised by $25 million
  • Adjusted EPS for the full year now projected at $8.34 to $8.74
  • Pre-market shares rose 1.69% to $201.80

Equifax Inc. (EFX) delivered a robust first-quarter performance, characterized by growth across all key financial metrics compared to the previous year. The results highlight the company's ability to scale its data and analytics operations, leading to an upward revision of its fiscal year 2026 projections. Financial results for the quarter show net income attributable to the company rose to $171.5 million, up from $133.1 million in the prior year. Operating revenue climbed to $1.65 billion, compared to $1.44 billion in the same period last year. On an adjusted basis, net income increased to $225.1 million, with adjusted earnings per share (EPS) reaching $1.86, surpassing the $1.53 reported previously. Looking ahead, Equifax provided a positive outlook for the second quarter, expecting revenue between $1.68 billion and $1.71 billion and adjusted EPS of $2.15 to $2.25. For the full year 2026, the company raised its revenue target to a range of $6.685 billion to $6.805 billion, while adjusting its EPS forecast to between $8.34 and $8.74. Shares of the data and technology firm reacted positively to the beat-and-raise report. In pre-market trading, Equifax shares were trading up 1.69% at $201.80 on the New York Stock Exchange.

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