Equifax 4Q Revenue Rises Despite Weak Hiring, Mortgage Markets

Dow Jones
02/04

By Nicholas G. Miller

 

Equifax reported higher fourth-quarter revenue as its mortgage and workforce solutions businesses shrugged off weakness in the broader housing and hiring markets.

The company reported net income of $175.8 million, or $1.44 a share, up from $174 million, or $1.39 a share, the year before.

Adjusted earnings were $2.09 a share. Analysts polled by FactSet expected $2.06 a share.

Revenue rose 9% to $1.55 billion. Wall Street expected $1.53 billion. U.S. mortgage revenue rose 20% despite a decline in the broader mortgage market. The company's workforce solutions business saw 9% revenue growth.

The company said it achieved the growth "despite headwinds from the U.S. Mortgage and Hiring markets."

Equifax guided for 2026 revenue of $6.66 billion to $6.78 billion and adjusted earnings of $8.30 to $8.70 a share. Analysts see 2026 revenue of $6.59 billion and adjusted earnings of $8.67 a share.

It is forecasting first-quarter revenue of $1.6 billion to $1.63 billion and adjusted earnings of $1.63 to $1.73 a share. Wall Street sees first-quarter revenue of $1.59 billion and adjusted earnings of $1.78 a share.

 

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

 

(END) Dow Jones Newswires

February 04, 2026 06:45 ET (11:45 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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