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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Kelsey Zhu | Autonomous Research | 12 | 0% |
| Jeff Meuler | Robert W. Baird | 12 | 0% |
| Manav Patnaik | Barclays | 11 | 0% |
| Scott Wurtzel | Wolfe Research | 11 | 0% |
| Andy Steinerman | JPMorgan | 11 | 0% |
| Toni Kaplan | Morgan Stanley | 11 | 9% |
| Jason Haas | Wells Fargo | 10 | 10% |
| Faiza Alwy | Deutsche Bank | 10 | 0% |
| Simon Clinch | Redburn Atlantic | 10 | 0% |
| Kevin McVeigh | UBS | 10 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Autonomous Research | 1 | 12 | 0% |
| Robert W. Baird | 1 | 12 | 0% |
| Barclays | 1 | 11 | 0% |
| Morgan Stanley |
| 1 |
| 11 |
| 9% |
| JPMorgan | 1 | 11 | 0% |
| Wolfe Research | 1 | 11 | 0% |
| Deutsche Bank | 1 | 10 | 0% |
| Redburn Atlantic | 1 | 10 | 0% |
Equifax delivered exceptional 14% revenue growth and 34% EPS growth in Q1 2026, with a record vitality index of 17% and over 240 lenders testing VantageScore. EBITDA margins expanded meaningfully ex-FICO pricing, and the business showed broad-based strength. Despite the strong Q1, management maintained FY2026 guidance with only a mechanical FX adjustment of approximately $25M in revenue and $0.04 in EPS.
Credit | Cloud & AI | Innovation & R&D | Competitive Dynamics | Guidance Reliability | Demand | Revenue Growth | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 17 | 14 | 11 | 2 | 5 | 7 | 7 | 2 |
| 2025Q1 | 16 | 11 | 9 | 1 | 12 | 4 | 5 | 2 |
| 2025Q2 | 9 | 15 | 8 | 6 | 5 | 13 | 2 | 5 |
| 2025Q3 | 16 | 17 | 8 | 14 | 7 | 2 | 2 | 4 |
| 2025Q4 | 12 | 14 | 1 | 14 | 7 | 5 | 1 | 3 |
| 2026Q1 | 19 | 17 | 11 | 9 | 4 | 3 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Credit | 17 | 16 | 9 | 16 | 12 | 19 |
| Cloud & AI | 14 | 11 | 15 | 17 | 14 | 17 |
| Innovation & R&D | 11 | 9 | 8 | 8 | 1 | 11 |
| Competitive Dynamics | 2 | 1 | 6 | 14 | 14 | 9 |
| Guidance Reliability | 5 | 12 | 5 | 7 | 7 | 4 |
| Demand | 7 | 4 | 13 | 2 | 5 | 3 |
| Revenue Growth | 7 | 5 | 2 | 2 | 1 | 5 |
| Regulation Policy | 2 | 2 | 5 | 4 | 3 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EFX Equifax | 8 | +14.3% | |
| VRSK Verisk | 6 | +3.9% |