Equifax reported second-quarter 2026 revenue of US$1,700.1 million and issued third-quarter guidance of US$1.68 billion to US$1.71 billion in revenue and earnings of US$2.15 to US$2.25 per share. The company completed a US$1.49 billion share repurchase program that reduced its share count by nearly 6%, outlined an expanded AI-driven cost reduction plan, and announced a US$750 million acquisition of Mexico's Círculo de Crédito. Net income eased slightly year-on-year, and the softer third-quarter outlook contributed to a double-digit drop in the stock. These moves are reshaping Equifax's business mix and capital allocation, though execution, leverage, and regulatory risks remain.
Equifax IncSofter Q3 guidance and slight net income decline led to double-digit stock drop.
Círculo de Crédito is being acquired by Equifax for $750 million.