종목/EFX
Equifax Inc.
Q2 2026: Reported Revenue $1.680 billion - $1.710 billion; Reported Revenue Growth 9.3% - 11.3%; Local Currency Growth 8.4% - 10.4%; Organic Local Currency Growth 8.3% - 10.3%; Adjusted Earnings Per Share $2.15 per share - $2.25 per share.
FY 2026: Reported Revenue $6.685 billion - $6.805 billion; Reported Revenue Growth 10.0% - 12.0%; Local Currency Growth 9.1% - 11.1%; Organic Local Currency Growth 9.0% - 11.0%; Adjusted Earnings Per Share $8.34 per share - $8.74 per share.
(회사 언급: 전체 연간 상수달러 수익 성장 중간값 약 10% 유지. 외환 영향으로 Full year reported revenue +$25 million, Adjusted EPS +$0.04 per share.)
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that that assist them in complying with and automating certain payroll-related and human resource management processes throughout the entire cycle of the employment relationship. The U.S. Information Solutions segment provides consumer and commercial information services, such as credit information and credit scoring, credit modeling and portfolio analytics, locate, fraud detection and prevention, identity verification, and other consulting services; mortgage services; financial marketing services; identity management services; and credit monitoring products. The International segment offers information service products, which include consumer and commercial services comprising credit and financial information, and credit scoring and modeling; and credit and other marketing products and services, as well as information, technology, and services to support debt collections and recovery management. The company also provides information solutions for businesses, governments and consumers; and human resources business process automation and outsourcing services for employers. It operates in Argentina, Australia, Brazil, Canada, Chile, Costa Rica, Dominican Republic, Ecuador, El Salvador, Honduras, India, Ireland, Mexico, New Zealand, Paraguay, Peru, Portugal, Spain, the United Kingdom, Uruguay, and the United States. The company was founded in 1899 and is headquartered in Atlanta, Georgia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $1.72 | $1.86 | +8.3% | $1.65B | ▼ −3.0% |
| 12월 1일 (월) | 2025 Q4 | $2.05 | $2.09 | +1.8% | $1.54B | — |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출과 EPS 모두 가이던스 중간값을 상회하는 'beat' 성과로 해석될 가능성이 크며 톤은 긍정적임. 다만 실적 초과의 주요 동력인 모기지 활동이 외부(금리·지정학적 리스크)에 민감해 향후 분기별 모멘텀 불확실성이 존재한다. 자사주 환매·배당 등 현금환원 정책은 투자자 신뢰에 우호적일 전망임.
| 9월 1일 (월) | 2025 Q3 | $1.94 | $2.04 | +5.3% | $1.54B | — |
| 6월 1일 (일) | 2025 Q2 | $1.92 | $2.00 | +4.1% | $1.44B | — |