earnings
confidence high
sentiment positive
materiality 0.75
TransUnion Q2 revenue $1.31B (+15% YoY), beats guidance; raises FY2026 outlook
TransUnion
- Revenue $1,310M (+15% reported, +10% organic constant currency); net income $143M ($0.74 diluted EPS) vs $110M ($0.56) YoY.
- Adjusted diluted EPS $1.23 vs $1.08 YoY; Adjusted EBITDA $456M (+12% reported, +7% organic constant currency).
- U.S. Markets revenue +11% led by Financial Services (+18%) and Emerging Verticals (+9%); International organic constant currency +6%.
- Raising FY2026 guidance: revenue growth 12-13% (8-9% organic constant currency), adjusted diluted EPS $4.75-$4.83 (11-12% growth).
- YTD share repurchases ~$150M; acquisitions of Trans Union de Mexico and RealNetworks mobile division closed.