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

Stocks in this article: EFX

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.

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