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Operating Income Breakdown
Shows the distribution of operating income across different business areas, offering a view of profitability and efficiency in core operations.Workforce Solutions has emerged as Equifax’s primary operating‑income driver, delivering persistent income growth and margin expansion—management attributes this to Verifier/Talent strength and mortgage-related wins—while US Information Solutions has quietly recovered from its 2022 trough, aided by mortgage/FICO tailwinds and TWN adoption. International remains a modest, steady contributor and US Global Consumer is effectively immaterial. Near‑term risks (mortgage volatility, WOTC loss) could create bumps, but EFX.AI, proprietary data and a potential VantageScore conversion represent meaningful upside to margins and guidance.
Date | Workforce Solutions | US Information Solutions | International | US Global Consumer Solutions |
|---|---|---|---|---|
Jun 30, 2026 | $316.70M | $137.80M | $46.30M | $0.00 |
Mar 31, 2026 | $309.40M | $122.30M | $34.10M | $0.00 |
Dec 31, 2025 | $285.50M | $128.30M | $60.80M | $0.00 |
Sep 30, 2025 | $284.50M | $123.30M | $57.70M | $0.00 |
Jun 30, 2025 | $307.30M | $118.00M | $38.60M | $0.00 |
Mar 31, 2025 | $264.10M | $105.70M | $25.40M | $0.00 |
Dec 31, 2024 | $257.90M | $115.10M | $60.80M | $0.00 |
Sep 30, 2024 | $267.60M | $98.10M | $48.10M | $0.00 |
Jun 30, 2024 | $272.70M | $98.60M | $40.40M | $0.00 |
Mar 31, 2024 | $255.10M | $92.60M | $31.90M | $0.00 |