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調査速報:EFXの第1四半期決算は予想を上回り、住宅ローン需要の急増により売上高が14%増加、イノベーションも加速

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-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。EFXは、第1四半期に好調な業績を達成しました。調整後EPSは前年同期の1.53ドルに対し1.86ドルとなり、市場予想を0.16ドル上回りました。売上高は16億5,000万ドル(前年同期比14%増)となり、ガイダンスを3,700万ドル、市場予想を3,000万ドル上回りました。これは、イラン紛争の影響が金利に及ぶ前の1月~2月に米国住宅ローンが38%という驚異的な伸びを示したことが要因です。事業セグメント全体で幅広い事業力の強さが発揮され、特に米国住宅ローン事業(USIS)は、住宅ローン事業の60%拡大と多角化市場事業の堅調な業績により、21%という目覚ましい成長(6~8%のフレームワークを大幅に上回る)を達成しました。イノベーションの勢いは加速し、活力指数は目標の10%に対し過去最高の17%に達しました。これは、約30億ドルの技術投資によるEFXクラウドおよびAIプラットフォームの導入が成功したことを反映しています。強力なキャッシュ創出により、2億6,000万ドルの自社株買いと6,700万ドルの配当を含む3億2,700万ドルの株主還元が実現しました。また、1億2,150万ドルのフリーキャッシュフローは、クラウド変革への継続的な投資を支えており、これらの取り組みが市場での支持を得るにつれて、持続的な成長を促進すると当社は考えています。

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