| EFX |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$1.704B vs. cons $1.700B |
MEDIUM |
| EFX |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$2.24 vs. cons $2.21 |
MEDIUM |
| EFX |
Report |
Q2 2026 adjusted EBITDA |
IN-LINE |
pred ~$550M vs. cons $546M |
MEDIUM |
| EFX |
Guide |
Full-year revenue guidance |
LOWER |
guide ~$6.745B vs. cons $6.780B (FY2026) |
MEDIUM |
| EFX |
Guide |
Full-year adjusted EPS guidance |
LOWER |
guide ~$8.54 vs. cons $8.56 (FY2026) |
MEDIUM |
| EFX |
Guide |
Ex-FICO adjusted EBITDA margin expansion |
UNCHANGED |
guide ~+75 bps vs. cons +75 bps (FY2026) |
MEDIUM |
| EFX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.6% |
— |
MEDIUM |
| EFX |
Return |
5-day cumulative residual |
-4.1% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is likely to be outweighed by unchanged full-year ranges below consensus; maintaining the annual outlook after first-half upside implies softer second-half mortgage and diversified-market estimates, driving negative revisions after the call. |
MEDIUM |