Equifax, Inc.
EFX
Jodie read · what matters now
Revenue increased 14.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to EFX, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-21 against the comparable filing from 2025-04-22.
What improved
- Revenue increased 14.3% versus the comparable filing period.
- Operating margin improved 1.1 percentage points.
- Net income increased 28.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“24 Operating Income and Operating Margin Three Months Ended March 31, Change Consolidated Operating Income 2026 2025 $ % (In millions) Consolidated operating revenue $ 1,648.9 $ 1,442.0 $ 206.9 14 % Consolidated operating expenses 1,361.2 1,206.2 155.0 13 % Consolidated operating income $ 287.7 $ 235.8 $ 51.9 22 % Consolidated operating margin 17.5 % 16.4 % 1.1 pts Total company operating margin increased by 1.1 percentage point in the first quarter of 2026 compared to the same period in 2025 due to the aforementioned increase in revenue, partially offset by an increase in royalty costs.”
“The margin decrease is primarily due to an increase in mortgage related royalty costs, partially offset by the aforementioned increase in revenue.”
“The increase in margin for the first quarter of 2026 is primarily due to the aforementioned increase in revenue.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind EFX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
EFX is currently a Participant in the organic co-movement group Consumer Tech Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for EFX; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.