EFEFXEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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EFX earnings call: And since April, our mortgage Vantage core volume is up over 230%.艾可菲公司 (EFX) 电话会：自4月以来，我们的抵押贷款Vantage核心交易量增长超过230%。
Management remarks
Call period: 2026 Q3 · 2026-10-20
Demand and orders: Mark W. Begor: And since April, our mortgage Vantage core volume is up over 230%.
Margins: John W. Gamble Jr.: We are increasing our EBITDA margin ex FICO mortgage royalty guidance to an increase of 100 basis points in 2026 versus 2025 up from the 75 basis points we guided in July.
Analyst Q&A
Analyst Faiza Alwy asked: Hi, thank you. So just to follow-up on that government question. How much of the $150 million of the new business are you expecting to realize in revenues this year? Management Mark W. Begor answered: Yeah. I think we have said a couple times that the new contract signings are principally 27% kind of impact with some of that benefit in the fourth quarter. Some of it was in the third quarter, quite small. But you know, substantially all of that is in 2027.
