Major U.S. stock indexes gained ground Tuesday as investors monitored the latest trade negotiations and corporate earnings news.
Equifax Inc. (NYSE:EFX ) Q1 2025 Results Conference Call April 22, 2025 8:30 AM ET Company Participants Trevor Burns - Senior Vice President, Head of Corporate Investor Relations Mark Begor - Chief Executive Officer John Gamble - Chief Financial Officer Conference Call Participants Jeff Muller - Baird Andrew Steinerman - JPMorgan Brendan Popson - Barclays Toni Kaplan - Morgan Stanley Kyle Peterson - Needham Shlomo Rosenbaum - Stifel Andrew Nicholas - William Blair Jason Haas - Wells Fargo David Paige - RBC Capital Markets Kevin McVeigh - UBS Kelsey Zhu - Autonomous Research Simon Clinch - Redburn Atlantic Scott Wurtzel - Wolfe Research Matt O'Neill - FT Partners Arthur Truslove - Citi George Tong - Goldman Sachs Operator Greetings and welcome to the Equifax, Inc. Q1 2025 Earnings Conference Call. At this time, all participants are in listen-only mode.
Healthy growth across segments fuels EFX's top line in the first quarter of 2025.
Shares of Equifax (EFX) took off Tuesday as the rating service for borrowers topped quarterly profit and sales estimates, announced a new stock buyback program, and raised its dividend.
While the top- and bottom-line numbers for Equifax (EFX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Equifax (EFX) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.40 per share. This compares to earnings of $1.50 per share a year ago.
A robust mortgage performance and growth across the globe are expected to have benefited EFX's top line in the first quarter of 2025.
Equifax (EFX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Analysts expect Equifax Inc.'s Q1 '25 results to show minimal growth, with EPS estimates at $1.41 adjusted and $1.00 GAAP on $1.42B revenue. Key concerns include weak U.S. mortgage and hiring markets, with 16 downward EPS revisions adding uncertainty to the upcoming results. Focus areas include U.S. mortgage inquiry declines, Workforce Solutions headwinds, and international performance, particularly in Brazil and Europe.
The EFX stock is gaining from its ability to sustain top-line growth momentum, fueled by synergies from buyouts and product innovation.
Investors with an interest in Consulting Services stocks have likely encountered both Information Services Group (III) and Equifax (EFX). But which of these two stocks presents investors with the better value opportunity right now?
Akero Therapeutics' EFX showed remarkable efficacy in reversing cirrhosis in the long-term SYMMETRY trial, a significant milestone in MASH treatment. EFX demonstrated consistent efficacy across different MASH stages, positioning it uniquely against competitors like Resmetirom, which only targets F2 and F3 MASH. Akero's financial health is strong, with a cash runway until 2028, bolstered by a recent $350 million upsized offering.