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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Equifax (EFX) is 8/10.
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.
Scored from Equifax’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.42B | +7.0% | $1.39 | +31.1% | 20.3% | 12.3% | $206M |
| FY2025 Q1 | $1.44B | +3.8% | $1.06 | +6.0% | 16.4% | 9.2% | $117M |
| FY2025 Q2 | $1.54B | +7.4% | $1.53 | +16.8% | 20.2% | 12.4% | $239M |
| FY2025 Q3 | $1.54B | +7.2% | $1.29 | +14.2% | 17.1% | 10.4% | $438M |
| FY2025 Q4 | $1.55B | +9.2% | $1.44 | +3.6% | 18.3% | 11.3% | $341M |
| FY2026 Q1 | $1.65B | +14.3% | $1.42 | +34.0% | 17.4% | 10.4% | $122M |
| FY2026 Q2 | $1.70B | +10.6% | $1.54 | +0.7% | 18.5% | 10.8% | $205M |