Equifax Inc.

(New York Stock Exchange)
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Bullish +65

Don't Overlook Equifax (EFX) International Revenue Trends While Assessing the Stock

Earnings report AI-generated analysis

πŸ“ˆ Equifax reported total revenue of $1.69 billion for the quarter ending September 2026, up 9.6% year over year.

🌍 Canada contributed $72.2 million (4.3% of total), missing consensus estimates by -0.83%.

πŸ‡ͺπŸ‡Ί Europe generated $105.5 million (6.2% of total), falling slightly short of the $105.99 million analyst expectation.

🌏 Asia Pacific delivered a strong beat with $107.7 million in revenue, surpassing Wall Street estimates by 8.25%.

🌎 Latin America contributed $114.1 million (6.7% of total), exceeding analyst projections by 4.15%.

πŸ“… Analysts forecast Equifax to report $1.62 billion in revenue for the current fiscal quarter, a 4.5% increase from the prior year.

πŸ“ˆ For the full year, analysts expect total annual revenue of $6.68 billion, marking a 10% increase compared to last year.

πŸ“Š The stock gained 23.1% over the past month, significantly outperforming the Zacks S&P 500 composite's 1.2% decrease.

πŸ† Equifax currently holds a Zacks Rank #3 (Hold), suggesting performance in line with the broader market.

Bullish Signals
  • Asia Pacific revenue beat analyst expectations by 8.25%, generating $107.7 million versus the projected $99.49 million.
  • Latin America revenue exceeded Wall Street estimates by 4.15%, contributing $114.1 million compared to the expected $109.56 million.
  • The company's total revenue grew 9.6% year over year to reach $1.69 billion for the quarter ending September 2026.
  • Analysts project a full-year revenue of $6.68 billion, representing a 10% increase compared to the previous year.
  • Equifax shares gained 23.1% over the past month, significantly outperforming the Zacks S&P 500 composite which declined 1.2%.
Risk Factors
  • Canada revenue missed consensus estimates by -0.83%, reporting $72.2 million against an expected $72.8 million.
  • Europe revenue came in slightly below analyst expectations, contributing $105.5 million versus the projected $105.99 million.
Full Analysis
Equifax (EFX) reported total revenue of $1.69 billion for the quarter ending September 2026, representing a 9.6% year-over-year increase. The company's international operations contributed significantly to this growth, with specific regional breakdowns showing mixed performance against Wall Street consensus estimates. International revenue highlights included a surprise miss in Canada ($72.2 million vs $72.8M expected) and Europe ($105.5 million vs $105.99M expected), which collectively accounted for roughly 10.5% of total revenue. Conversely, the Asia Pacific region delivered a strong beat with $107.7 million in revenue, exceeding analyst projections by 8.25%, while Latin America also posted a positive surprise of 4.15%. Analysts project Equifax to generate $1.62 billion in revenue for the ongoing fiscal quarter and $6.68 billion for the full year, reflecting continued growth expectations. The stock has outperformed its sector and the broader market recently, gaining 23.1% over the past month compared to a decline in the S&P 500 composite.