| REVENUE
Revenue Recognition. Based on the information that management reviews internally for evaluating operating segment performance and nature, amount, timing, and uncertainty of revenue and cash flows affected by economic factors, we disaggregate revenue as follows:
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Three Months Ended September 30, |
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Change |
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Nine Months Ended September 30, |
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Change |
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| Consolidated Operating Revenue |
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2026 |
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2025 |
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$ |
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% |
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2026 |
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2025 |
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$ |
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% |
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(In millions) |
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(In millions) |
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| Verification Services |
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$ |
603.2
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$ |
553.6 |
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$ |
49.6 |
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9 |
% |
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$ |
1,782.2
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$ |
1,622.9 |
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$ |
159.3 |
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10 |
% |
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| Employer Services |
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90.7
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95.8 |
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(5.1) |
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(5) |
% |
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300.2
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307.2 |
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(7.0) |
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(2) |
% |
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| Total Workforce Solutions |
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693.9
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649.4 |
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44.5 |
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7 |
% |
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2,082.4
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1,930.1 |
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152.3 |
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8 |
% |
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| Online Information Solutions |
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529.7
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467.5 |
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62.2 |
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13 |
% |
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1,628.8
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1,373.5 |
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255.3 |
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19 |
% |
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| Financial Marketing Services |
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69.4
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62.7 |
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6.7 |
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11 |
% |
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187.5
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178.1 |
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9.4 |
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5 |
% |
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| Total U.S. Information Solutions |
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599.1
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530.2 |
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68.9 |
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13 |
% |
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1,816.3
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1,551.6 |
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264.7 |
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17 |
% |
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| Latin America |
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114.1
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102.1 |
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12.0 |
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12 |
% |
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325.7
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295.8 |
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29.9 |
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10 |
% |
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| Europe |
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105.5
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102.3 |
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3.2 |
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3 |
% |
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300.6
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288.0 |
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12.6 |
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4 |
% |
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| Asia Pacific |
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107.7
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90.1 |
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17.6 |
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20 |
% |
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299.9
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255.1 |
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44.8 |
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18 |
% |
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| Canada |
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72.2
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70.8 |
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1.4 |
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2 |
% |
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216.6
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203.3 |
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13.3 |
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7 |
% |
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| Total International |
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399.5
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365.3 |
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34.2 |
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9 |
% |
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1,142.8
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1,042.2 |
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100.6 |
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10 |
% |
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| Total operating revenue |
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$ |
1,692.5
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$ |
1,544.9 |
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$ |
147.6 |
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10 |
% |
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$ |
5,041.5
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$ |
4,523.9 |
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$ |
517.6 |
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11 |
% |
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Remaining Performance Obligation – We have elected to disclose only the remaining performance obligations for those contracts with an expected duration of greater than one year and do not disclose the value of remaining performance obligations for contracts in which we recognize revenue at the amount to which we have the right to invoice. We expect to recognize as revenue the following amounts related to our remaining performance obligations as of September 30, 2026, inclusive of foreign exchange impact:
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| Performance Obligation |
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Amount |
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(In millions) |
| Less than 1 year |
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$ |
34.8 |
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| 1 to 3 years |
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48.5 |
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| 3 to 5 years |
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34.3 |
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| Thereafter |
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18.9 |
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| Total remaining performance obligation |
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$ |
136.5 |
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