Equifax reported first-quarter 2026 revenue of $1.65 billion.
Revenue grew 14% year-over-year. Adjusted earnings per share reached $1.86. This represents a 22% increase over the previous year. Both figures surpassed analyst estimates.
The U.S. mortgage business drove the performance with a 38% surge in activity. Increased volume in January and February fueled this growth.
Equifax maintained its full-year revenue growth forecast of approximately 10%. The company cited macroeconomic uncertainty and declining mortgage activity for its cautious outlook. Management attributed the lower mortgage demand to higher interest rates following geopolitical conflicts.