Equifax posts Q3 2026 revenue of $1.693 B, cuts full‑year revenue outlook but keeps EPS guidance

Equifax reported third‑quarter 2026 revenue of $1.693 billion, up 10% on a reported basis and 9% in local currency. Diversified Markets revenue rose 8% reported (7.5% local currency) while U.S. Mortgage revenue increased 15% reported despite a weak market. The company returned $158 million to shareholders and lowered its full‑year 2026 revenue midpoint guidance to $6.661 billion, but kept adjusted EPS guidance at $8.50 per share.

The revenue guidance cut signals lower top‑line growth expectations for 2026, which may affect valuation models (the company, 8‑K filing). However, maintaining EPS guidance and returning cash could support the recent share price rally (Investing.com earnings call transcript).

  • 1Q3 2026 reported revenue was $1.693 billion, up 10% year‑over‑year on a reported basis.
  • 2Q3 2026 local‑currency revenue grew 9% year‑over‑year.
  • 3Diversified Markets revenue grew 8% on a reported basis and 7.5% in local currency.
  • 4U.S. Mortgage revenue increased 15% on a reported basis.
  • 5Equifax returned $158 million in cash to shareholders during the quarter.
  • 6Full‑year 2026 revenue guidance midpoint was reduced to $6.661 billion (reported).

Sources