EFX Equifax (EFX) Q2 FY26 earnings call
Equifax delivered strong Q2 FY26 results, exceeding revenue and EPS guidance, driven by robust performance in Workforce Solutions and USIS diversified markets, alongside significant AI-driven productivity gains. The company doubled its AI for EFX savings target to $150 million, reflecting rapid internal adoption and efficiency. Strategic moves included the acquisition of Círculo de Crédito in Mexico and substantial government contract wins, positioning Equifax for future growth despite a weaker U.S. mortgage market.
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EFX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| TWN total current records Workforce Solutions | 120MTWN record additions continue to be very strong again in the first quarter with 211 million active records, up 11% and 120 million total current records, up 9%, which represents 105 million unique SSNs.Source: earnings call transcript | 124MWin record additions continue to perform well again in the second quarter, with strong 10% growth in active records up to $217 million and $124 million total current active records, which was up 10%, which represents 108 million unique SSNs.Source: earnings call transcript | +3.3% |
| TWN unique SSNs Workforce Solutions | 105MTWN record additions continue to be very strong again in the first quarter with 211 million active records, up 11% and 120 million total current records, up 9%, which represents 105 million unique SSNs.Source: earnings call transcript | 108MWin record additions continue to perform well again in the second quarter, with strong 10% growth in active records up to $217 million and $124 million total current active records, which was up 10%, which represents 108 million unique SSNs.Source: earnings call transcript | +2.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.