Equifax: data-bureau scale depends on mortgage recovery and clean cash conversion

Equifax reported 2025 revenue of $6.07 billion and Q1 2026 revenue of $1.65 billion. The thesis depends on mortgage-cycle recovery, workforce data demand, data security, leverage and cash conversion.

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Equifax reported 2025 revenue of $6.07 billion and Q1 2026 revenue of $1.65 billion. The thesis depends on mortgage-cycle recovery, workforce data demand, data security, leverage and cash conversion.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-20 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-20 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-20 · Financial statement cross-checks Annual report2025 Form 10-K filed 2026-02-192026 · Annual business, risk and financial baseline Quarterly reportQ1 2026 Form 10-Q filed 2026-04-212026 · Latest interim financial baseline or chronology Current reportForm 8-K filed 2026-05-132026 · Recent filing chronology Proxy or proxy-related materialDEFA14A filed 2026-03-272026 · Governance and meeting chronology