What to Expect From Equifax's Q3 2026 Earnings Report

Atlanta, Georgia-based Equifax Inc. (EFX) operates as a data, analytics, and technology company. Valued at a market cap of $16.5 billion, the company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International, and offers services that enable customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and more. 

EFX is expected to release its Q3 2026 earnings soon. Ahead of this event, analysts anticipate the company will generate earnings of $2.21 per share, representing an increase of 8.3% from $2.04 per share reported in the same quarter last year. The company has surpassed the Street’s bottom-line estimates in each of the past four quarters, which is impressive.  

For fiscal 2026, analysts expect the company to report an EPS of $8.55, indicating a 11.8% rise from $7.65 reported in fiscal 2025. Moreover, its EPS is expected to rise nearly 17.7% year over year (YoY) to $10.06 in fiscal 2027.  

EFX stock has declined 45.1% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 15.2% rise and the State Street Industrial Select Sector SPDR ETF’s (XLI) 10.2% rise during the same time frame.   

EFX stock has exhibited signs of declining profitability over the past couple of years, leading to a loss of investor and analyst confidence. The stock’s adjusted operating margin has declined by 3.6% over the last five years due to faster-rising costs compared to its revenue growth. Additionally, its EPS growth over the last five years has also been only 1.1% annually, falling short of its industry peers. All these signs point towards operational inefficiency, falling demand, and lower profitability as a result. 

Analysts’ consensus opinion on the stock is moderately bullish, with a “Moderate Buy” rating overall. Among the 25 analysts covering the stock, 14 are recommending a “Strong Buy,” three advise a “Moderate Buy,” and the remaining eight analysts give a “Hold” for the stock. EFX’s average analyst price target is $210.09, indicating an upside of 49.6% from the current levels. 

On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.