EFX
Market read
The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Invalidation: The isolated read changes if EFX's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Capital expenditures in the first six months of 2026 increased by $26.0 million from the same period in 2025 due to higher capitalized software costs and spending on technology infrastructure as compared to the first six months of 2025.”10-Q · Jul 21, 2026 ↗
“The increase for the first six months is primarily due to higher revenue, partially offset by higher litigation expense from the previously discussed legal settlement, as well as higher income tax and interest expense.”10-Q · Jul 21, 2026 ↗
“Total revenue was positively impacted by foreign exchange rates, which increased revenue by $14.9 million, or 1%, and $37.2 million, or 1%, for the second quarter and first six months of 2026, respectively, compared to the same periods in 2025.”10-Q · Jul 21, 2026 ↗
“The increase for both periods is due to growth in Online Information Solutions, which is due to growth in mortgage revenue, primarily due to product pricing and higher volumes, as well as growth in diversified markets revenue.”10-Q · Jul 21, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for EFX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-21 against the comparable filing from 2025-04-22.
No thresholded deterioration was identified.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Hornfeck held several Accounting leadership roles at Equifax Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
EFX is currently a Participant in the organic co-movement group No Coherent Theme. 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.
Context history
No durable theme membership has been observed for this name yet.