$EFX 0.60 Developing

Notable posts

• @wallstengine bearish 270 eng

  Mortgage credit scoring is getting a major shake-up. FHFA Director Bill Pulte ordered Fannie Mae and Freddie Mac to immediately allow all approved mortgage lenders to use VantageScore, ending the initial 50-lender rollout and opening one of $FICO’s biggest strongholds to direct competition. That is negative for FICO, which has long dominated mortgage scoring. $EFX, $TRU and $EXPN are also under pressure, even though they jointly own VantageScore. Pulte separately criticized the three credit bureaus over pricing and said FHFA is considering a “bi-merge” system, which would let lenders pull credit data from only two bureaus instead of all three. That could reduce the number of credit reports purchased per mortgage and pressure bureau revenue.

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• @wallstengine neutral 62 eng

  Today's Key Events (All EST) — 07/21/2026 08:15: US ADP Wkly Employment Change 08:55: US Redbook YoY Before Open 👇 06:45: Halliburton $HAL 06:30: General Motors $GM 06:30: 3M $MMM 07:30: Charles Schwab $SCHW 06:30: D.R. Horton $DHI 07:15: Ally Financial $ALLY 06:00: Danaher $DHR 06:45: MSCI $MSCI 07:20: Northrop Grumman $NOC Before Open: Novartis $NVS 06:30: Equifax $EFX 06:30: Hasbro $HAS 07:00: Marsh $MRSH 06:00: Synchrony Financial $SYF After Hours 👇 18:55: Alaska Air Group $ALK 16:05: Capital One $COF 16:00: Interactive Brokers $IBKR 16:05: Chubb $CB 16:30: EQT $EQT 16:15: Range Resources $RRC 16:05: Pegasystems $PEGA 16:25: Western Alliance $WAL

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• @wallstengine neutral 53 eng

  EQUIFAX $EFX Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.70B (Est. $1.70B) 🟡; +11% YoY 🔹 Adj. EPS: $2.25 (Est. $2.20) 🟢 🔹 U.S. Mortgage Revenue: +25% YoY 🔹 New Product Vitality Index: 16% FY26 Guide: 🔹 Revenue: $6.71B-$6.78B 🔹 Adj. EPS: $8.39-$8.69 (Est. $8.60) 🟡 Q3’26 Guide: 🔹 Revenue: $1.68B-$1.71B (Est. $1.71B) 🟡 🔹 Adj. EPS: $2.15-$2.25 (Est. $2.27) 🔴 Segment Revenue: 🔹 Workforce Solutions: $705.4M; +7% YoY 🔹 USIS: $611.6M; +17% YoY 🔹 International: $383.1M; +8% YoY Other Q2 Metrics: 🔹 GAAP EPS: $1.54; +1% YoY 🔹 Net Income: $183.9M; -4% YoY 🔹 USIS Mortgage Revenue: +40% YoY 🔹 Capital Returns: $366M Key Updates: 🔸 AI-driven cost reduction target doubled to $150M for 2026-2028. 🔸 Equifax agreed to acquire Mexico’s Círculo de Crédito for $750M, with closing expected in Q4’26. 🔸 Workforce Solutions signed about $300M in annual government contract value during H1, primarily benefiting 2027 and beyond. Comments: 🔸 “We are doubling our AI-driven cost reduction goal, reflecting the accelerating momentum deploying AI across Equifax.”

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• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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