- Equifax has increased its full-year adjusted EPS forecast to a range of $7.55 to $7.65, previously $7.33 to $7.63, with the estimate being $7.54.
- The company’s revenue forecast for the fiscal year is now between $6.03 billion and $6.06 billion, up from a previous range of $5.97 billion to $6.04 billion, with an estimate of $6.02 billion.
- For the fourth quarter, Equifax projects an adjusted EPS of $1.98 to $2.08, compared to an estimate of $2.08, and revenue between $1.51 billion to $1.54 billion, surpassing the estimate of $1.52 billion.
- In the third quarter, Equifax reported adjusted EPS of $2.04, compared to $1.85 year over year (y/y), surpassing the estimate of $1.94.
- The company’s operating revenue for the third quarter was $1.54 billion, an increase of 7.2% y/y, beating the estimate of $1.52 billion.
- Workforce Solutions revenue was $649.4 million, representing a 4.7% increase y/y, though below the estimate of $657.6 million.
- The United States Information Solutions (USIS) segment saw revenue of $530.2 million, an 11% increase y/y, exceeding the estimate of $511.9 million.
- International Information Solutions revenue was $365.3 million, a 5.9% increase y/y, slightly below the estimate of $366.9 million.
- Asia Pacific revenues amounted to $90.1 million, a 1.8% increase y/y, under the estimate of $91.5 million.
- European revenues were reported at $102.3 million, up 7.8% y/y, which was marginally below the estimate of $104.1 million.
- Revenues from Latin America increased by 5.6% y/y to $102.1 million, although this was below the estimate of $105.4 million.
- Canadian revenues experienced a 9.3% rise y/y, reaching $70.8 million, exceeding the estimate of $66.9 million.
- Equifax’s operating income for the third quarter was $264.3 million, up 7% y/y, yet below the $309.3 million estimate.
- The company has increased its 2025 free cash flow guidance from over $900 million to a range of $950 million to $975 million.
- Local currency revenue growth for 2025 is expected at around 7%, with a revised EPS guidance increase of $0.12 per share.
- Workforce Solutions revenue growth was driven by a 5% growth in Verification Services, led by 7% growth in Non-Mortgage revenue, particularly strong in Government and Consumer Lending sectors.
- The USIS revenue growth was notably driven by a 26% surge in Mortgage revenue and a 5% increase in Non-Mortgage revenue.
- International markets recorded a 7% local currency revenue growth, driven primarily by Latin America and Canada.
- The company’s current market stance includes 16 buy ratings, 11 hold ratings, and 1 sell rating from analysts.
Equifax Inc on Smartkarma
Equifax Inc. is the focus of analyst coverage on Smartkarma, with Baptista Research publishing a bullish report titled “Equifax: Powering Ahead in the Government Sector with $50 Million Contracts and Strategic Data Deals!“. The report highlights Equifax’s Q1 2025 financial performance and outlook, showcasing both strengths and challenges in the company’s operational landscape. On the positive side, Equifax reported a strong start to 2025, achieving a revenue of $1.442 billion, demonstrating a 4% growth on a reported basis and 5% in constant currency. This performance exceeded the company’s previous guidance by $37 million, indicating a robust financial standing.
A look at Equifax Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Equifax Inc Long-Term Outlook
Equifax Inc, a company that facilitates transactions and relationships across various industries, has garnered mixed Smart Scores for its outlook. With a score of 2 in Value and Dividend, and a slightly more optimistic score of 3 in Growth, Resilience, and Momentum, the company’s long-term prospects seem to be moderate overall.
While Equifax Inc may not stand out in terms of value or dividends, its ratings in Growth, Resilience, and Momentum suggest a more positive trajectory ahead. This indicates a potentially stable and steadily growing company, making it a consideration for investors looking for moderate returns with some growth prospects.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
