AI brief of an SEC Form 8-K · Equifax (EFX)

Equifax Q4 revenue up 9% to $1.55 billion; sets 2026 revenue outlook

Mixed Impact 3 of 5 earnings Written later

Equifax reported fourth quarter 2025 revenue of $1.55 billion, up 9%, and diluted EPS of $1.44 versus $1.39 a year earlier. It also issued full-year 2026 guidance with revenue of about $6.72 billion (midpoint, up about 10.5%) and Adjusted EPS of $8.50 per share, and said it returned $561 million to shareholders in the quarter. Adjusted EPS for the quarter fell 1%, so shareholders get mixed signals from the period even as headline revenue and GAAP earnings grew.

Key points

  • Q4 2025 revenue $1.551 billion, up 9%, and $30 million above the midpoint of October guidance
  • Q4 diluted EPS $1.44 vs. $1.39; Q4 adjusted EPS $2.09, down 1% from $2.12
  • FY 2026 guidance midpoints: revenue $6.72 billion and Adjusted EPS $8.50 per share (up 11%)
  • Repurchased 2.3 million shares for $500 million in Q4 under a $3 billion repurchase program

The filing

CompanyEquifax (EFX)
Form8-K, current report
Filed with the SECFeb 4, 2026, 6:32 AM ET
Accession number0000033185-26-000004

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.