Shares of Equifax and MSCI fell sharply after both companies reported earnings that beat on revenue but disappointed on margins and outlook. Equifax posted 11% revenue growth and a 13% rise in adjusted earnings per share, yet its stock dropped nearly 7% as adjusted EBITDA margins declined across all segments and third-quarter guidance implied a sequential earnings decline. MSCI saw double-digit revenue and earnings growth but missed earnings expectations, with expenses up 9% driven by higher IT costs, sending its shares down about 11%. Analysts noted that rising compensation and technology costs, including AI-related spending, are pressuring margins at both data-intensive firms, overshadowing otherwise solid operational performance.
Equifax IncEquifax reported earnings that beat on revenue but missed on margins and gave weak guidance, causing a 7% drop.
MSCI IncMSCI missed earnings expectations with rising costs, sending shares down 11%.
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