EQUIFAX INC (EFX) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 1.43%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 1.43% | Share-based compensation / revenue. Period ending 2026-06-30. $92.30M ÷ $6.44B × 100 ≈ 1.43% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 6.44B USD | Revenue from Contract with Customer, Excluding Assessed Tax |
| Stock-based compensation | 92.30M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | 1.15B USD | Operating Income (Loss) |
| Interest expense · reported / estimated | (m) | Interest Expense · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $6.44B | $92.30M | $1.15B | (m) | (m) | 1.43% | (m) | (m) |
| 2026-03-31 | (m) | $6.28B | $88.20M | $1.15B | (m) | (m) | 1.40% | (m) | (m) |
| 2025-12-31 | (m) | $6.07B | $78.40M | $1.10B | (m) | (m) | 1.29% | (m) | (m) |
| 2025-09-30 | (m) | $5.94B | $73.60M | $1.10B | (m) | (m) | 1.24% | (m) | (m) |
| 2025-06-30 | (m) | $5.84B | $67.90M | $1.08B | (m) | (m) | 1.16% | (m) | (m) |
| 2025-03-31 | (m) | $5.73B | $73.90M | $1.05B | (m) | (m) | 1.29% | (m) | (m) |
| 2024-12-31 | (m) | $5.68B | $81.60M | $1.04B | (m) | (m) | 1.44% | (m) | (m) |
| 2024-09-30 | (m) | $5.59B | $82.40M | $999.10M | (m) | (m) | 1.47% | (m) | (m) |
| 2024-06-30 | (m) | $5.47B | $79.90M | $998.30M | (m) | (m) | 1.46% | (m) | (m) |
| 2024-03-31 | (m) | $5.35B | $73.30M | $952.90M | $243.50M | (m) | 1.37% | 3.91× | Reported |
| 2023-12-31 | (m) | $5.27B | $71.80M | $933.60M | $241.40M | (m) | 1.36% | 3.87× | Reported |
| 2023-09-30 | (m) | $5.14B | $73.50M | $864.50M | $235.60M | (m) | 1.43% | 3.67× | Reported |
| 2023-06-30 | (m) | $5.06B | $78.10M | $861.10M | $219.90M | (m) | 1.54% | 3.92× | Reported |
| 2023-03-31 | (m) | $5.06B | $80.00M | $929.00M | $200.90M | (m) | 1.58% | 4.62× | Reported |
| 2022-12-31 | (m) | $5.12B | $62.60M | $1.06B | $183.00M | (m) | 1.22% | 5.77× | Reported |
| 2022-09-30 | (m) | $5.18B | $60.50M | $1.13B | $167.00M | (m) | 1.17% | 6.78× | Reported |
| 2022-06-30 | (m) | $5.16B | $57.70M | $1.16B | $154.90M | (m) | 1.12% | 7.50× | Reported |
| 2022-03-31 | (m) | $5.07B | $56.50M | $1.16B | $148.10M | (m) | 1.11% | 7.86× | Reported |
| 2021-12-31 | (m) | $4.92B | $54.90M | $1.14B | $145.60M | (m) | 1.11% | 7.82× | Reported |
| 2021-09-30 | (m) | $4.79B | $55.60M | $1.06B | $144.00M | (m) | 1.16% | 7.33× | Reported |
| 2021-06-30 | (m) | $4.63B | $56.90M | $986.50M | $146.40M | (m) | 1.23% | 6.74× | Reported |
| 2021-03-31 | (m) | $4.38B | $56.60M | $847.30M | $148.10M | (m) | 1.29% | 5.72× | Reported |
| 2020-12-31 | (m) | $4.13B | $54.70M | $676.60M | $141.60M | (m) | 1.33% | 4.78× | Reported |
| 2020-09-30 | (m) | $3.91B | $53.00M | $554.30M | $134.10M | (m) | 1.35% | 4.13× | Reported |
| 2020-06-30 | (m) | $3.72B | $51.60M | $471.30M | $124.70M | (m) | 1.39% | 3.78× | Reported |
| 2020-03-31 | (m) | $3.62B | $50.40M | $418.40M | $115.70M | (m) | 1.39% | 3.62× | Reported |
| 2019-12-31 | (m) | $3.51B | $49.70M | $-335.40M | $111.70M | (m) | 1.42% | -3.00× | Reported |
| 2019-09-30 | (m) | $3.44B | $50.30M | $-336.40M | $108.80M | (m) | 1.46% | -3.09× | Reported |
| 2019-06-30 | (m) | $3.40B | $51.60M | $-393.80M | $107.50M | (m) | 1.52% | -3.66× | Reported |
| 2019-03-31 | (m) | $3.39B | $47.80M | $-314.10M | $106.30M | (m) | 1.41% | -2.95× | Reported |
| 2018-12-31 | (m) | $3.41B | $42.50M | $448.00M | $103.50M | (m) | 1.25% | 4.33× | Reported |
| 2018-09-30 | (m) | (m) | $36.50M | $587.40M | $99.70M | (m) | (m) | 5.89× | Reported |
| 2018-06-30 | (m) | (m) | $33.70M | $677.90M | $94.30M | (m) | (m) | 7.19× | Reported |
| 2018-03-31 | (m) | (m) | $32.40M | $750.20M | $92.50M | (m) | (m) | 8.11× | Reported |
| 2017-12-31 | (m) | (m) | $38.30M | $824.60M | $92.80M | (m) | (m) | 8.89× | Reported |
| 2017-09-30 | (m) | (m) | $41.50M | $837.70M | $94.20M | (m) | (m) | 8.89× | Reported |
| 2017-06-30 | (m) | (m) | $40.20M | $896.90M | $97.20M | (m) | (m) | 9.23× | Reported |
| 2017-03-31 | (m) | (m) | $39.50M | $858.50M | $96.20M | (m) | (m) | 8.92× | Reported |
| 2016-12-31 | (m) | (m) | $37.10M | $817.90M | $92.10M | (m) | (m) | 8.88× | Reported |
| 2016-09-30 | (m) | (m) | $36.40M | $790.90M | $83.70M | (m) | (m) | 9.45× | Reported |
| 2016-06-30 | (m) | (m) | $36.10M | $753.10M | $75.20M | (m) | (m) | 10.01× | Reported |
| 2016-03-31 | (m) | (m) | $36.50M | $715.90M | $67.80M | (m) | (m) | 10.56× | Reported |
| 2015-12-31 | (m) | (m) | $38.40M | $693.90M | $63.80M | (m) | (m) | 10.88× | Reported |
| 2015-09-30 | (m) | (m) | $41.30M | $682.20M | $64.90M | (m) | (m) | 10.51× | Reported |
| 2015-06-30 | (m) | (m) | $43.00M | $661.60M | $66.20M | (m) | (m) | 9.99× | Reported |
| 2015-03-31 | (m) | (m) | $45.20M | $640.50M | $67.40M | (m) | (m) | 9.50× | Reported |
| 2014-12-31 | (m) | (m) | $38.10M | $638.20M | $68.60M | (m) | (m) | 9.30× | Reported |
| 2014-09-30 | (m) | (m) | $38.10M | $627.10M | $69.20M | (m) | (m) | 9.06× | Reported |
| 2014-06-30 | (m) | (m) | $35.10M | $623.40M | $69.60M | (m) | (m) | 8.96× | Reported |
| 2014-03-31 | (m) | (m) | $32.90M | $614.10M | $69.80M | (m) | (m) | 8.80× | Reported |
| 2013-12-31 | (m) | (m) | $32.20M | $611.20M | $70.20M | (m) | (m) | 8.71× | Reported |
| 2013-09-30 | (m) | (m) | $31.10M | $549.30M | $67.10M | (m) | (m) | 8.19× | Reported |
| 2013-06-30 | (m) | (m) | $29.70M | $538.80M | $63.20M | (m) | (m) | 8.53× | Reported |
| 2013-03-31 | (m) | (m) | $29.10M | $509.70M | $59.30M | (m) | (m) | 8.60× | Reported |
| 2012-12-31 | (m) | (m) | $28.00M | $489.00M | $55.40M | (m) | (m) | 8.83× | Reported |
| 2012-09-30 | (m) | (m) | $27.10M | $519.50M | $55.00M | (m) | (m) | 9.45× | Reported |
| 2012-06-30 | (m) | (m) | $27.60M | $509.00M | $55.10M | (m) | (m) | 9.24× | Reported |
| 2012-03-31 | (m) | (m) | $29.00M | $490.90M | $55.10M | (m) | (m) | 8.91× | Reported |
| 2011-12-31 | (m) | (m) | $24.40M | $471.00M | $55.10M | (m) | (m) | 8.55× | Reported |
| 2011-09-30 | (m) | (m) | $24.10M | $455.00M | $55.00M | (m) | (m) | 8.27× | Reported |
| 2011-06-30 | (m) | (m) | $22.70M | $443.60M | $55.30M | (m) | (m) | 8.02× | Reported |
| 2011-03-31 | (m) | (m) | $22.10M | $434.80M | $55.70M | (m) | (m) | 7.81× | Reported |
| 2010-12-31 | (m) | (m) | $21.80M | $430.00M | $56.10M | (m) | (m) | 7.66× | Reported |
| 2010-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-12-31 | (m) | (m) | $19.60M | $381.80M | $57.00M | (m) | (m) | 6.70× | Reported |
| 2009-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-12-31 | (m) | (m) | $19.90M | $439.00M | $71.30M | (m) | (m) | 6.16× | Reported |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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