Equifax Reports reports Q4 adjusted EPS $1.81, consensus $1.75

Reports Q4 revenue $1.327B, consensus $1.31B. “Equifax performed extremely well in the fourth quarter against our EFX2025 strategic priorities in a very challenging mortgage market delivering revenue of $1.327 billion, up a strong 11% and Adjusted EPS of $1.81 per share up 19% versus last year, from strong revenue growth and execution of our 2023 $210 million Cloud spending reduction plan. Our non-mortgage business, which was over 80% of Equifax revenue in the fourth quarter, delivered very strong broad based 14% local currency revenue growth, from continued strong new product performance with record New Product Vitality Index of 14%. Workforce Solutions, our largest and fastest growing business, delivered an exceptional quarter with very strong 27% non-mortgage Verification Services revenue growth led by the Government and Talent businesses. USIS delivered revenue growth of 5% from strong 16% mortgage revenue growth and International had a strong quarter, finishing with organic local currency revenue growth of 6%,” said Mark W. Begor, Equifax Chief Executive Officer.