Equifax's stock plummeted 6.13% in pre-market trading following the release of its second-quarter 2026 financial results. The credit reporting agency reported quarterly figures that exceeded analyst expectations but provided forward guidance that fell short of market estimates.

The company posted Q2 revenue of $1.70 billion, slightly above the consensus estimate of $1.696 billion, and adjusted earnings per share of $2.25, beating the forecast of $2.20. However, investors focused on the company's outlook, with full-year adjusted EPS guidance of $8.39 to $8.69, whose midpoint is below the $8.60 estimate. Full-year revenue guidance of $6.71 to $6.78 billion also came in slightly below the $6.764 billion consensus.

Additionally, Equifax announced the acquisition of Círculo de Crédito for an enterprise value of $750 million. While the company also highlighted a doubling of its AI-driven cost reduction target to $150 million and $366 million returned to shareholders, the market reaction suggests concerns over the acquisition's cost and the tempered growth expectations reflected in the guidance.