Equifax Inc. (EFX) earnings on July 21, 2026

Before the market opens Q2 2026

More Equifax Inc. earnings

Prior outlook: Optimistic Outcome: Missed

Equifax stock fell sharply after earnings, dropping as much as 14% during the day before ending down 4%. The market had already expected good results and was disappointed by what the company actually reported.

EFX price around the earnings

173.00

Change: -3.9%

2026-07-21, 20:00 UTC

Start of the measured window End of the measured window
154.05 164.73 175.42 186.10 180.08
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
July 21, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published
Results released

Perfect beat rate and Mexico acquisition support constructive thesis, but 13.55% 14d rally with trajectory softening indicates expectations priced in.

Context analyzed before publication

Trend
Strong pre-event rally softening into event; profit-taking evident but trend strength persists; sell-the-news risk elevated.

Analysts

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.79
Analysts covering the stock
21
Average price target
219.67
Lowest price target
173
Highest price target
265
Upside to price target
22%
Quarterly earnings growth
28.9%
Revenue growth
14.3%
Forward EPS
10.27
Trailing EPS
5.78
Analyst moves in the last 60 days
6
  • Strong buy: 5
  • Buy: 12
  • Hold: 7
  • Sell: 0
  • Strong sell: 0
Strong buy
5
Buy
12
Hold
7
Sell
0
Strong sell
0
  • July 8, 2026 · UBS: Reiterates rating (Buy → Buy)
  • July 7, 2026 · Needham: Reiterates rating (Buy → Buy)
  • July 2, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
  • July 2, 2026 · UBS: Maintains rating (Buy → Buy)
  • June 18, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
  • June 16, 2026 · UBS: Maintains rating (Buy → Buy)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (8)

Technicals

Evidence

Average true range (ATR)
3.7%
Distance to 52-week high
-30.8%
14-day change (14d)
+13.6%
30-day change (30d)
+5.3%
30-day relative strength
+5.3%
Benchmark change (0d)
+0.0%
Nearest support
179.44
Nearest resistance
181.19
Volume accumulation ratio (14d / 46d)
1.03

Trends

Evidence

Average earnings surprise
+5.2%
  • April 21, 2026: actual EPS 1.86 vs estimate 1.7 (surprise +9.7%)
  • February 4, 2026: actual EPS 2.09 vs estimate 2.05 (surprise +1.8%)
  • October 21, 2025: actual EPS 2.04 vs estimate 1.94 (surprise +5.3%)
  • July 22, 2025: actual EPS 2 vs estimate 1.92 (surprise +4.1%)

Expected move

There is no implied-move data available for this event.

Reactions over its last 19 earnings

Median move
4.1%
75th percentile move
8.3%
90th percentile move
8.5%
Up / down moves
6 / 13
Average up move
+4.9%
Average down move
-5.6%

Monitoring and close

What Equifax Inc. reported

Status
Finished
Actual EPS2.25
EPS estimate2.2
EPS surprise+2.3%
Revenue$1,700 million
Revenue estimate$1,696 million
Revenue surprise+0.2%

Equifax beats Q2 estimates but gives pessimistic guidance, warning inflation is hitting lower-income consumers. Shares fall.

Sources (22)

Pre-market second reading after the results

Heading into the open, the figures overturn the prior optimistic scenario. In the 418 past cases with a similar move, the close held that direction 94% of the time.

How the stock reacted

Outcome
Missed
Consolidated
-3.9%
Max favorable move (MFE)
0%
Max adverse move (MAE)
13.9%