EFX Q2 earnings — Revenue +11% YoY · EPS +80% YoY · EBIT -100% YoY艾可菲公司 (EFX) Q2 财报 — 营收 +11% YoY · EPS +80% YoY · EBIT -100% YoY
Core Earnings Data
Equifax (ticker: EFX) reported Q2 2026 revenue of $1.70 billion, representing 10.6% year-over-year (YoY) growth; diluted EPS of $2.76, an 80.4% YoY increase; and EBIT of $0, a 100% YoY decline from $314 million in the year-ago quarter. The company filed the results via SEC 8-K Item 2.02 on July 21, 2026, with the official filing available at Both revenue and EPS exceeded Wall Street consensus estimates, which targeted $1.696 billion in revenue and $2.21 in EPS, marking a stronger-than-expected quarterly performance.
Operating Leverage Analysis
Revenue grew 10.6% YoY, but EBIT swung fully to $0 from $314 million in the prior year quarter, resulting in a sharp margin contraction. In Q2 2025, Equifax posted an EBIT margin of approximately 20.4% on $1.537 billion in revenue; the current quarter’s margin is 0%, marking a significant deterioration in core operating profitability.
Forward Guidance and Cross-Referenced Signals
No forward-looking guidance was included in the 8-K filing. Additional public market signals include: On May 11, 2026, nine board members received equity awards, with each director granted 1,253 shares of common stock at an exercise price of $175.62, for a total per-director award value of ~$220,000. As of December 31, 2025, 908 institutional holders held EFX shares, an increase of 31 from the prior period, with total holdings valued at $25.3 billion and representing 94.7% of the float; 156 institutions established new positions, 432 increased holdings, 317 reduced positions, and 123 closed out positions entirely. Analyst ratings as of June 1, 2026, stood at 5 strong buys, 12 buys, and 7 holds, with no sell or strong sell ratings, and no meaningful rating shifts in the prior three months.
Undisclosed Details and Follow-Up Markers
This filing does not provide: 1) Segment-specific revenue breakdowns; 2) Quarterly balance sheet or cash flow line items; 3) Specific financial terms of the planned acquisition of Círculo de Crédito. Investors should monitor Equifax’s upcoming Form 10-Q filing for August to access these missing operational and financial details.
核心财报数据
Equifax（股票代码EFX）2026年第二季度营收达17.0亿美元，同比增长10.6%；摊薄每股收益2.76美元，同比增长80.4%；息税前利润（EBIT）为0美元，同比下滑100%（去年同期EBIT为3.14亿美元）。公司于2026年7月21日通过SEC 8-K第2.02项文件正式披露上述业绩，备案链接为
运营杠杆分析
本季度营收同比增长10.6%，但EBIT同比完全转负，利润率出现大幅收缩。去年同期公司营收15.37亿美元，EBIT利润率约为20.4%，本季度利润率降至0%，核心运营利润率出现显著下滑。
前瞻性指引与交叉参考信号
本次8-K文件未披露任何前瞻性业绩指引。结合此前的公开信号：2026年5月11日，包括Marcus Robert D在内的9名公司董事获得股权激励，每人获授1253股普通股，行权价为175.62美元，单名董事对应的激励价值约22万美元；截至2025年12月31日，共有908家机构持有EFX流通股，较此前增加31家，总持仓市值达253亿美元，流通股持股比例达94.7%，其中156家新建仓、432家加仓、317家减仓、123家清仓。分析师评级方面，截至2026年6月1日，评级分布为5家强力买入、12家买入、7家持有，无卖出评级，近三个月评级未出现明显调整。
未披露的关键信息与后续关注
本次财报未披露以下细节：1）各业务板块的细分营收数据；2）本季度的资产负债表与现金流明细；3）收购Círculo de Crédito交易的具体财务条款。后续需关注公司将于8月提交的10-Q文件以补充上述细节。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。