Equifax

Q2 FY2026 EarningsQ2 FY2026 results exceeded expectations across major top and bottom-line metrics: revenue reached $1.70B vs. $1.697B expected, and adjusted EPS was $2.25 vs. $2.20 expected. Performance was driven by a robust 17% growth in U.S. Information Solutions (USIS), specifically a 40% surge in mortgage revenue, and a 16% New Product Vitality Index. Management doubled its AI-driven cost reduction target to $150M through 2028 and provided FY26 guidance slightly above consensus, signaling continued confidence in AI transformation and mortgage market resilience.