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Equifax (EFX) reported $1.44 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 3.8%. EPS of $1.53 for the same period compares to $1.50 a year ago.
The reported revenue represents a surprise of +1.89% over the Zacks Consensus Estimate of $1.42 billion. With the consensus EPS estimate being $1.40, the EPS surprise was +9.29%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Equifax performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Operating revenue- Asia Pacific: $79.70 million compared to the $77.98 million average estimate based on 12 analysts. The reported number represents a change of +1.9% year over year.
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Operating revenue- Latin America: $94.20 million compared to the $92.61 million average estimate based on 12 analysts. The reported number represents a change of +3.4% year over year.
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Operating revenue- Europe: $86.60 million compared to the $87.79 million average estimate based on 12 analysts. The reported number represents a change of +0.5% year over year.
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Operating revenue- Canada: $63 million versus $64.81 million estimated by 12 analysts on average. Compared to the year-ago quarter, this number represents a -4.3% change.
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Operating revenue- Workforce Solutions: $618.60 million compared to the $610.31 million average estimate based on 13 analysts. The reported number represents a change of +2.6% year over year.
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Operating revenue- Total International: $323.50 million versus $323.29 million estimated by 13 analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.
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Operating revenue- U.S. Information Solutions: $499.90 million compared to the $481.66 million average estimate based on 13 analysts. The reported number represents a change of +7.4% year over year.
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Operating revenue- U.S. Information Solutions- Financial Marketing Services: $51.80 million compared to the $48.37 million average estimate based on 12 analysts. The reported number represents a change of +10% year over year.
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Operating revenue- Workforce Solutions- Verification Services: $502.20 million compared to the $491.83 million average estimate based on 12 analysts. The reported number represents a change of +5.4% year over year.
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Operating revenue- U.S. Information Solutions- Online Information Solutions: $448.10 million versus $392.81 million estimated by 12 analysts on average. Compared to the year-ago quarter, this number represents a +17.9% change.
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Operating revenue- Workforce Solutions- Employer Services: $116.40 million versus the 12-analyst average estimate of $118.60 million. The reported number represents a year-over-year change of -7.8%.
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Adjusted EBITDA- U.S. Information Solutions: $170.70 million versus $163.93 million estimated by 11 analysts on average.