Credit reporting giant Equifax (NYSE: EFX) will be reporting earnings this Tuesday before market open. Here’s what you need to know.
Equifax beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $1.54 billion, up 7.4% year on year. It was a slower quarter for the company, with a miss of analysts’ full-year EPS guidance estimates and a miss of analysts’ EPS guidance for next quarter estimates.
Is Equifax a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Equifax’s revenue to grow 5.7% year on year to $1.52 billion, slowing from the 9.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.94 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Equifax has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Equifax’s peers in the professional services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. ManpowerGroup delivered year-on-year revenue growth of 2.3%, beating analysts’ expectations by 0.7%, and Concentrix reported revenues up 4%, topping estimates by 1%. ManpowerGroup traded down 11.4% following the results while Concentrix was also down 13.3%.
Read our full analysis of ManpowerGroup’s results here and Concentrix’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the professional services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.2% on average over the last month. Equifax is down 11.3% during the same time and is heading into earnings with an average analyst price target of $276 (compared to the current share price of $227.96).
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