Equifax Q4 guidance: Sales $1.605B-$1.635B, EPS $2.07-$2.17

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Reviewed by
Suketu GScanX News Team
Key Highlights
  • Equifax guides Q4 adjusted EPS to $2.07-$2.17, below the $2.20 analyst estimate
  • Projected sales of $1.605B-$1.635B miss the $1.692B consensus forecast
  • Both revenue and earnings guidance fall short of Wall Street expectations
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*this image is generated using AI for illustrative purposes only.

Equifax Inc issued fourth-quarter guidance that falls short of Wall Street expectations for both earnings and revenue.

The company projects adjusted earnings per share between $2.07 and $2.17, compared to the analyst estimate of $2.20. Revenue is expected to range from $1.605 billion to $1.635 billion, trailing the consensus forecast of $1.692 billion.

Guidance vs Estimates

The following table compares Equifax's Q4 projections against current analyst consensus:

Metric Guidance Range Analyst Estimate Status
Adjusted EPS $2.07 - $2.17 $2.20 Below
Revenue $1.605B - $1.635B $1.692B Below

What the Numbers Show

Both top-line revenue and bottom-line profitability metrics are guided below the mean of analyst estimates. The midpoint of the revenue guidance ($1.62 billion) sits approximately $72 million lower than the consensus figure, while the EPS midpoint ($2.12) trails the estimate by $0.08.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might Equifax's conservative guidance impact investor sentiment and stock valuation in the immediate trading sessions?

What specific macroeconomic factors or credit demand trends are driving the revenue shortfall compared to consensus expectations?

Will peer companies in the consumer credit reporting sector adjust their own fourth-quarter outlooks in response to Equifax's guidance?

Equifax FY26 Results: Sales guidance cut to $6.646B-$6.676B

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Reviewed by
Naman SScanX News Team
Key Highlights
  • Equifax lowered FY26 sales guidance to $6.646B-$6.676B from $6.710B-$6.780B
  • Revised sales outlook is below the analyst estimate of $6.736B
  • Adjusted EPS guidance narrowed to $8.45-$8.55 from $8.39-$8.69
  • New EPS range straddles the $8.50 analyst estimate
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*this image is generated using AI for illustrative purposes only.

Equifax Inc lowered its fiscal 2026 sales guidance to a range of $6.646 billion to $6.676 billion, marking a reduction from the previous outlook of $6.710 billion to $6.780 billion. The revised range sits below the consensus analyst estimate of $6.736 billion.

The credit reporting firm also narrowed its adjusted earnings per share (EPS) guidance for the fiscal year. The new range is set at $8.45 to $8.55, tightened from the prior forecast of $8.39 to $8.69. This updated EPS projection remains slightly below the analyst estimate of $8.50.

Guidance Revisions

The company’s updated financial outlook reflects a more conservative stance on both top-line revenue and bottom-line profitability compared to earlier projections. The narrowing of the EPS band suggests increased certainty around earnings performance, albeit at a lower midpoint than initially anticipated.

Metric Previous Guidance Revised Guidance Analyst Estimate
Adjusted EPS $8.39 - $8.69 $8.45 - $8.55 $8.50
Sales $6.710B - $6.780B $6.646B - $6.676B $6.736B

What the Numbers Show

The revision indicates a divergence between the company's internal expectations and market consensus. While the upper end of the new EPS range ($8.55) exceeds the analyst estimate ($8.50), the lower bound ($8.45) falls short. More significantly, the entire revised sales range ($6.646B-$6.676B) is below the single-point analyst estimate of $6.736B, suggesting the market may have been overly optimistic regarding Equifax's revenue trajectory for the fiscal year.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

What specific macroeconomic headwinds or sector-specific slowdowns are driving Equifax's revenue guidance cut?

How might this revenue miss impact the valuation multiples of other credit reporting peers like Experian and TransUnion?

Will the narrowed EPS range signal a shift in Equifax's capital allocation strategy, such as reduced buybacks or dividends?

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