Earnings Alerts

Equifax Inc (EFX) Earnings Update: Adjusted FY EPS Forecast Narrows, Strong Q2 Performance Highlights

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  • Equifax adjusted its full-year earnings per share (EPS) forecast to a range of $7.33 to $7.63, up from a previous range of $7.25 to $7.65, with market estimates at $7.61.
  • The company anticipates 2025 revenue between $5.97 billion and $6.04 billion, previously estimated at a range below this.
  • Third-quarter forecast for adjusted EPS is between $1.87 and $1.97, slightly underperforming compared to the market’s estimate of $1.99.
  • Expected third-quarter revenue ranges from $1.51 billion to $1.54 billion, aligning closely with the $1.53 billion market estimate.
  • Second quarter results showed an adjusted EPS of $2.00, surpassing the market estimate of $1.92 and rising from the previous year’s $1.82.
  • Second-quarter operating revenue reached $1.54 billion, a 7.4% increase from the previous year, exceeding the $1.52 billion market estimate.
  • Workforce Solutions revenue rose 8% year-over-year to $662.1 million, close to the $662.2 million estimate.
  • US Information Solutions saw a notable 9% revenue increase to $521.5 million, beating the $509.8 million estimate.
  • International Information Solutions posted revenue of $353.4 million, a 4.2% annual increase, just above the $351.8 million estimate.
  • Asia Pacific revenue slightly increased by 0.8% to $85.3 million, just shy of the $86.6 million estimate.
  • Europe’s revenue jumped 12% to $99.2 million, outperforming the $92.1 million estimate.
  • Latin America revenue rose by 2.4% to $99.6 million, falling short of the $104.5 million estimate.
  • Canadian revenue showed a marginal increase of 0.1% to $69.3 million, in line with estimations.
  • Operating income rose to $310.8 million, a 10% year-on-year gain and higher than the $304.3 million projection.
  • Significant growth driven by U.S. Mortgage revenue, which increased by 9%, and Verification Services revenue growth of 10%.
  • USIS revenue growth showed strong performance, with Mortgage revenue up by 20% and Non-Mortgage revenue increasing over 4%, particularly from the Auto sector.
  • Analyst recommendations include 15 buy ratings and 11 hold ratings, with no sells reported.

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Equifax Inc on Smartkarma

Analysts on Smartkarma, like those at Baptista Research, are closely monitoring Equifax Inc. Recently, Baptista Research published a bullish report titled “Equifax: Powering Ahead in the Government Sector with $50 Million Contracts and Strategic Data Deals!” The report highlighted Equifax’s strong Q1 2025 financial performance, with revenue reaching $1.442 billion, exceeding the company’s previous guidance. The analysis pointed out both strengths and challenges in Equifax’s operational landscape, providing investors with valuable insights into the company’s potential trajectory.


A look at Equifax Inc Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE2.8

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 has been assigned Smartkarma Smart Scores indicating its overall outlook. With a Momentum score of 4, the company shows strong potential for future growth and upward movement in the market. Additionally, Equifax Inc scored a respectable 3 in both Growth and Resilience, pointing towards steady expansion and the ability to withstand economic challenges. Although the Value and Dividend scores come in at 2, suggesting room for improvement in these areas, the overall outlook remains positive for Equifax Inc.

Equifax Inc operates in various sectors including financial services, retail, credit card, telecommunications/utilities, transportation, information technology, healthcare industries and government. By leveraging its information management, transaction processing, direct marketing, and customer relationship management businesses, Equifax Inc aims to bring buyers and sellers together. With a promising Momentum score of 4 and balanced scores in Growth and Resilience, the long-term outlook for Equifax Inc appears optimistic, signalling potential growth and adaptability in the market.


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.
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