earnings
confidence high
sentiment negative
materiality 0.72
TransUnion Q3 revenue up 26% to $938M, net income down 31%; guidance lowered
TransUnion
2022-Q3 EPS reported
$1.15
revenue$2,807,800,000
- Revenue $938M (+26% YoY, +1% organic constant currency); net income $79M vs $114M; diluted EPS $0.41 vs $0.59.
- Adjusted EBITDA $341M (+13%), margin 36.3% vs 40.6%; adjusted diluted EPS $0.93 vs $0.91.
- U.S. Markets revenue $621M (+38% as reported, -2% organic); Financial Services $291M (+5%), Emerging Verticals $330M (+91%).
- International revenue $189M (+6%, +16% constant currency) led by India (+29%) and Asia Pacific (+20%).
- Guides Q4 revenue $896-916M; FY22 organic revenue ex-mortgage ~7%; adjusts for FX headwinds and moderating US Markets growth.