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EFXBearishEarningsnews
High materiality8/10

Equifax beats on earnings but lowers near-term guidance, shares slide

Jul 22, 2026, 12:27 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Solid quarterly beat but tepid Q3 guidance and narrowed full-year targets, plus multiple price-target cuts, led to a near-term stock decline; history shows such mixed signals can trigger short-term volatility around earnings, even with a positive revenue trajectory.

AI summary

What happened, with direct paths to the underlying reporting

Equifax posted a quarterly beat with adjusted EPS of $2.25 and revenue of $1.70B (up 11% YoY). The company narrowed full-year guidance to $8.39-$8.69 and revenue to $6.71-$6.78B, with the midpoint near consensus. Q3 EPS guidance of $2.15-$2.25 missed by a penny, triggering a ~2.5% stock decline.

  • Adjusted EPS $2.25 vs $2.20 estimate; revenue $1.70B, up 11%.
  • Full-year adj EPS guidance narrowed to $8.39-$8.69; revenue $6.71-$6.78B.
  • Q3 guidance: EPS $2.15-$2.25; revenue $1.68-$1.71B, versus consensus.
  • Shares fell 2.5% to $168.72 after earnings.

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