Equifax (EFX) Reports Q4 Earnings: What Key Metrics Have to Say

Equifax (EFX) reported $1.55 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.2%. EPS of $2.09 for the same period compares to $2.12 a year ago.The reported revenue represents a surprise of +1.34% over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $2.04, the EPS surprise was +2.24%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Equifax performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Operating revenue- Latin America: $107.5 million versus the 16-analyst average estimate of $110.34 million. The reported number represents a year-over-year change of +7.6%.Operating revenue- Canada: $68.1 million versus the 16-analyst average estimate of $69.38 million. The reported number represents a year-over-year change of +4.6%.Operating revenue- Asia Pacific: $87.2 million versus the 16-analyst average estimate of $88.02 million. The reported number represents a year-over-year change of +3.8%.Operating revenue- Europe: $108.7 million versus the 16-analyst average estimate of $109.55 million. The reported number represents a year-over-year change of +8.9%.Operating revenue- U.S. Information Solutions: $526.9 million versus the 17-analyst average estimate of $516.89 million. The reported number represents a year-over-year change of +11.5%.Operating revenue- Total International: $371.5 million compared to the $377.86 million average estimate based on 17 analysts. The reported number represents a change of +6.5% year over year.Operating revenue- Workforce Solutions: $652.2 million versus $633.97 million estimated by 17 analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.Operating revenue- Workforce Solutions- Employer Services: $95.2 million compared to the $94.37 million average estimate based on 16 analysts. The reported number represents a change of +1.9% year over year.Operating revenue- Workforce Solutions- Verification Services: $557 million versus $539.6 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.Operating revenue- U.S. Information Solutions- Financial Marketing Services: $79 million compared to the $81.87 million average estimate based on 15 analysts. The reported number represents a change of +1.9% year over year.Operating revenue- U.S. Information Solutions- Online Information Solutions: $447.9 million versus $433.71 million estimated by 15 analysts on average. Compared to the year-ago quarter, this number represents a +23.7% change.Adjusted EBITDA- U.S. Information Solutions: $191.2 million versus the 14-analyst average estimate of $186.56 million.View all Key Company Metrics for Equifax here>>>Shares of Equifax have returned -17.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Equifax, Inc. (EFX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks