Equifax Q1 2026 revenue rallies to $1.65B, beating guidance

Equifax (NYSE:EFX) started the fiscal year with significant momentum, reporting first-quarter 2026 results that exceeded the top end of its financial guidance.

The Atlanta-based data and analytics company benefited from continued cloud-based product innovation and resilient demand across its core business segments.

For the quarter ended March 31, 2026, Equifax posted revenue of $1.649 billion, a 14% increase compared to the prior-year period.

On a local currency basis, revenue grew 13%.

The results were particularly strong relative to management’s previous outlook, coming in $37 million above the midpoint of the guidance provided in February.

Profitability metrics also showed upward movement.

Net income rose to $171.5 million, with diluted earnings per share (EPS) reaching $1.42.

On an adjusted basis—which excludes specific one-time items—EPS stood at $1.86, comfortably ahead of the consensus Wall Street estimate.

Meanwhile, the company continued its aggressive capital return strategy, distributing $327 million to shareholders during the quarter through a combination of dividends and share repurchases.