Equifax: 3 Key Takeaways for Long-Term Investors

Equifax reported Q3 2026 earnings with diversified markets revenue growing 8% year-over-year. The company secured $550 million in annual government contract value for workforce verification services, deployed AI tools to improve operational efficiency and raise profitability guidance, and saw rapid adoption of VantageScore among mortgage lenders. Management expects significant upside when mortgage rates decline, with potential for over $1 billion in incremental mortgage revenue and $700 million in margin expansion.