Equifax (EFX) reported $1.55 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.2%. EPS of $2.09 for the same period compares to $2.12 a year ago.
The reported revenue represents a surprise of +1.34% over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $2.04, the EPS surprise was +2.24%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Equifax performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating revenue- Latin America: $107.5 million versus the 16-analyst average estimate of $110.34 million. The reported number represents a year-over-year change of +7.6%.
- Operating revenue- Canada: $68.1 million versus the 16-analyst average estimate of $69.38 million. The reported number represents a year-over-year change of +4.6%.
- Operating revenue- Asia Pacific: $87.2 million versus the 16-analyst average estimate of $88.02 million. The reported number represents a year-over-year change of +3.8%.
- Operating revenue- Europe: $108.7 million versus the 16-analyst average estimate of $109.55 million. The reported number represents a year-over-year change of +8.9%.
- Operating revenue- U.S. Information Solutions: $526.9 million versus the 17-analyst average estimate of $516.89 million. The reported number represents a year-over-year change of +11.5%.
- Operating revenue- Total International: $371.5 million compared to the $377.86 million average estimate based on 17 analysts. The reported number represents a change of +6.5% year over year.
- Operating revenue- Workforce Solutions: $652.2 million versus $633.97 million estimated by 17 analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Operating revenue- Workforce Solutions- Employer Services: $95.2 million compared to the $94.37 million average estimate based on 16 analysts. The reported number represents a change of +1.9% year over year.
- Operating revenue- Workforce Solutions- Verification Services: $557 million versus $539.6 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Operating revenue- U.S. Information Solutions- Financial Marketing Services: $79 million compared to the $81.87 million average estimate based on 15 analysts. The reported number represents a change of +1.9% year over year.
- Operating revenue- U.S. Information Solutions- Online Information Solutions: $447.9 million versus $433.71 million estimated by 15 analysts on average. Compared to the year-ago quarter, this number represents a +23.7% change.
- Adjusted EBITDA- U.S. Information Solutions: $191.2 million versus the 14-analyst average estimate of $186.56 million.
View all Key Company Metrics for Equifax here>>>
Shares of Equifax have returned -17.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Equifax, Inc. (EFX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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