Equifax Q1 2026 Revenue Up 14%

By Chris Stiles • Tuesday, April 21 14:20 • Permanent Link

Equifax reported first-quarter 2026 revenue of $1.649 billion, up 14% from a year earlier and $37 million above the midpoint of its February guidance. On a local-currency basis, revenue rose 13%.

Net income attributable to Equifax increased 29% to $171.5 million from $133.1 million a year ago. Diluted earnings per share rose 34% to $1.42 from $1.06.

Adjusted EPS climbed 22% to $1.86 from $1.53, while adjusted EBITDA margin slipped to 29.0% from 29.3%.

The biggest revenue driver was U.S. mortgage activity. U.S. mortgage revenue jumped 38% in the quarter, with the company saying much of the strength came in January and February before rates moved higher. Within the U.S. information services segment, total revenue rose 21% to $605.6 million. Online information solutions revenue increased 24% to $553.7 million, while financial marketing services was flat at $51.9 million.

Workforce Solutions revenue increased 10% to $683.1 million. Verification services rose 14% to $571.4 million, while employer services declined 4% to $111.7 million. Operating margin in the segment improved to 45.3% from 42.7%, and adjusted EBITDA margin rose to 52.3% from 50.1%.

International revenue increased 11% to $360.2 million, or 4% in local currency. Canada was the strongest regional performer, with revenue up 12% to $70.9 million, including 8% local-currency growth. Asia Pacific revenue rose 16% to $92.6 million, Latin America increased 9% to $102.7 million, and Europe grew 9% to $94.0 million.

U.S. Information Services posted an operating margin of 20.2%, down from 21.1%, and adjusted EBITDA margin of 30.3%, down from 34.1%. International operating margin improved to 9.5% from 7.8%, and adjusted EBITDA margin rose to 25.0% from 24.1%.

Equifax returned $327 million to shareholders during the quarter, including $260 million used to repurchase 1.3 million shares and $67 million paid in dividends.

For the second quarter, Equifax guided to revenue of $1.680 billion to $1.710 billion and adjusted EPS of $2.15 to $2.25. For full-year 2026, it projected revenue of $6.685 billion to $6.805 billion and adjusted EPS of $8.34 to $8.74. Today the company's shares have moved 1.14% to a price of $174.51. For the full picture, make sure to review EQUIFAX INC's 8-K report.

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