This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Equifax's CEO Discusses Q4 2011 Results - Earnings Call Transcript

Taking a quick look at some of the high-level financials for the quarter. Obviously, Lee will give the detailed financials later on. Total revenue from continuing operations is $510 million, up 6% from a year ago. If you exclude Brazil, total revenue was up 10% for the quarter and up 11% in constant dollars. Operating margin was just as we expected, 24.7%, up 190 basis points from a year ago, obviously benefiting from the operating leverage that we get as well as deconsolidation of our Brazilian operations. Finally, adjusted EPS from continuing ops was $0.68 a share, up 10% from $0.62 a year ago.

And now, as I normally do, I'll go through some business highlights. Our internally-generated momentum in 2011 positions us very well for strong growth this year. The environment of our customers is obviously very different than what it was just a few years ago before the recession. Our strategy has enabled us to adapt extremely well to the emerging needs and provide high-value solutions that help -- will help them be more successful in this challenging environment.

So here are the highlights. I'll start with USCIS and move through all 5 of them. First, USCIS had an outstanding year, exiting with double-digit revenue growth, expanding its operating margin by 120 basis points over the fourth quarter of a year ago and, like their peers around the world, launched 13 new products as NPI becomes an integral part of their growth.

We exited the year with broad-based growth and volumes across all sectors, including financial services, that's the large financial services, regional financial services as well, telco, mortgage and our channel partners, really, truly broad-based volume growth across all entities for USCIS. They also delivered $23 million or 3 percentage points of their growth from NPI, and these are products that were built over the last 3 years, so great success there.

Read the rest of this transcript for free on seekingalpha.com

3 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,880.36 -31.75 -0.19%
S&P 500 1,970.07 +0.12 0.01%
NASDAQ 4,462.9020 +20.2040 0.45%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs