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NYSE · Industrials

EQUIFAX INC (EFX)

As-reported financials and SEC filings for EQUIFAX INC. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About EQUIFAX INC

Equifax Inc. is a global data, analytics, and technology company that provides information solutions and human resources business process automation services. It serves a diverse client base including financial institutions, corporations, government agencies, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions, and International, offering services such as income and employment verification, consumer and commercial information solutions, identity protection, fraud prevention, and debt collections support.

Snapshot

Revenue
$6.07B
Revenue growth (YoY)
6.9%
Net income
$660.3M
Diluted EPS
$5.32
Gross margin
Operating margin
18.0%
Net margin
10.9%
FCF margin
18.7%
ROE
14.3%
net income / fiscal-year-end equity
P/E
33.3×
trailing when available, otherwise FY EPS
Market cap
$21.88B
Long-term debt / equity
0.88×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Equifax

  • Revenue grew 6.9% to $6.1B in FY2025, in line with the 7.9% the year before.
  • Operating margin is 18.0% in FY2025, -5.1 pp against 23.1% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $1.7B, up 10.6% from Q2 FY2025.
  • Free cash flow was $1.1B in FY2025, 18.7% of revenue.
  • Net income rose 9.3% to $660M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Equifax’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin18.0%
85th percentile of 605
Net margin10.9%
78th percentile of 645
FCF margin18.7%
91st percentile of 562
Revenue growth (YoY)+6.9%
58th percentile of 668
ROE14.3%
71st percentile of 600
P/E33.3×
69th percentile of 434
Long-term debt / equity0.88×
73rd percentile of 409
Short interest5.98d
83rd percentile of 676

Equifax’s FCF margin of 18.7% ranks in the 91st percentile of the 562 Industrials companies reporting it. Equifax’s operating margin of 18.0% ranks in the 85th percentile of the 605 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 8 insider sales totaling $6.5M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+7 quant / multi-strat
Initiated / added
7
2 new, 5 added
Reduced / exited
2
2 trimmed, 0 exited
Combined position
$1.78B
reported long value
InvestorAs ofPosition valueSharesChange
Harris Associates (Oakmark)Q2 2026$1.18B7.4MReduced
AQR Capital ManagementquantQ2 2026$415.9M2.7MAdded
D. E. ShawquantQ2 2026$48.3M304.2KAdded
Citadel AdvisorsquantQ2 2026$39.0M245.5KAdded
Millennium ManagementquantQ2 2026$33.9M213.3KReduced
Two Sigma InvestmentsquantQ2 2026$23.4M147.2KAdded
Markel GroupQ2 2026$11.6M72.8KHeld
Gotham Asset ManagementQ2 2026$10.7M67.3KAdded
Point72 Asset ManagementquantQ2 2026$7.5M47.2KNew
Renaissance TechnologiesquantQ2 2026$5.8M36.4KNew

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
8
$6.5M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell21.5K$172.00$3.7M
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell6.2K$171.26$1.1M
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell4.1K$172.79$711K
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell2.9K$173.79$510K
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell1.3K$174.91$227K
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell600$169.86$102K
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell600$168.47$101K
2026-07-24
filed 2026-07-28
Begor Mark WCEOSell500$175.85$88K
2026-05-07
filed 2026-05-08
Borton Chad MEVP, Pres Workforce SolutionsSell2.5K$173.89$427K
2026-05-01
filed 2026-05-05
GAMBLE JOHN W JREVP, CFO & COOSell3.5K$176.54$618K
2026-04-24
filed 2026-04-28
Begor Mark WCEOSell20.5K$172.46$3.5M
2026-04-24
filed 2026-04-28
Begor Mark WCEOSell10.9K$171.57$1.9M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
6.4M
settled 2026-08-14
Change vs prior
-8.1%
vs previous settlement
Days to cover
5.98
at avg daily volume
Avg daily volume
1.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-146.4M-8.1%5.98
2026-07-317.0M+5.2%3.12
2026-07-156.6M+1.6%4.62
2026-06-306.5M+13.3%3.11
2026-06-155.8M-2.3%3.29
2026-05-295.9M+0.3%4.10
2026-05-155.9M+5.6%3.45
2026-04-305.6M+1.7%2.85

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$6.07B$5.68B$5.27B$5.12B$4.92B
Gross profit
Operating income$1.10B$1.04B$933.6M$1.06B$1.14B
Net income$660.3M$604.1M$545.3M$696.2M$744.2M
Diluted EPS$5.32$4.84$4.40$5.65$6.02

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.62B$1.32B$1.12B$757.1M$1.33B
Capital expenditure$481.4M$511.5M$601.3M$624.5M$469.0M
Free cash flow$1.13B$813.0M$515.5M$132.6M$865.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.70B10.6%$183.9M$1.54
Q1 FY2026$1.65B14.3%$171.5M$1.42
Q4 FY2025$1.55B9.2%$175.8M$1.44
Q3 FY2025$1.54B7.2%$160.2M$1.29
Q2 FY2025$1.54B7.4%$191.3M$1.53
Q1 FY2025$1.44B3.8%$133.1M$1.06
Q4 FY2024$1.42B7.0%$174.0M$1.39
Q3 FY2024$1.44B9.3%$141.3M$1.13

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Consumer Credit Reporting, Collection Agencies
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2016
SEC CIK33185

Selected SEC filings

10-K2026-02-19
View on EDGAR →
10-K2025-02-20
View on EDGAR →
10-Q2026-07-21
View on EDGAR →
10-Q2026-04-21
View on EDGAR →
10-Q2025-10-21
View on EDGAR →
10-Q2025-07-22
View on EDGAR →
8-K2026-07-29
View on EDGAR →
8-K2026-07-21
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.