Equifax

Q3 FY2026 EarningsEFX.US Q3 FY2026 results showed resilience with revenue and profitability largely in line with consensus despite a deteriorating U.S. mortgage market. Revenue reached $1.693B (vs. $1.690B expected), driven by strong 13% growth in USIS and 20%+ growth in Workforce Solutions' Talent segment. While Adjusted EPS of $2.26 slightly beat the $2.20 mean estimate, management lowered FY26 revenue guidance to $6.661B due to persistent mortgage headwinds, while maintaining a robust Adjusted EPS target of $8.50 by leveraging AI-driven cost efficiencies.