Highest-materiality recent filing
TransUnion Q2 revenue $1.31B (+15% YoY), beats guidance; raises FY2026 outlook
Revenue $1,310M (+15% reported, +10% organic constant currency); net income $143M ($0.74 diluted EPS) vs $110M ($0.56) YoY.
TransUnion Q1 revenue $1,246M (+14% YoY), EPS $2.04, raises FY guidance
Revenue $1,246M vs $1,092M in Q1 2025; organic constant currency growth 11%.
Medium-term targets: high-single-digit organic constant-currency revenue growth; U.S. Markets high-single-digit, International low-double-digit.
TransUnion Q4 revenue $1.171B (+13% YoY), Adj EPS $1.07; guides FY26 growth 8-9%
Net income $101M ($0.52 diluted EPS) vs $66M ($0.34) a year ago; Adj net income $208M ($1.07 Adj diluted EPS).
TransUnion Q3 beats: revenue $1.17B (+8%), adj EPS $1.10; raises FY guidance, ups buyback to $1B
Q3 revenue $1,170M (+8% YoY); adjusted diluted EPS $1.10 vs $1.04; reported EPS $0.49 vs $0.35.
TransUnion Q2 revenue $1.14B (+10%), beats guidance; raises FY2025 outlook
Net income $110M ($0.56 EPS) vs $85M ($0.44) YoY; adjusted EPS $1.08 vs $0.99.
TransUnion Q1 2025: Revenue $1,096M (+8% cc); adj. EPS $1.05; maintains FY guidance
Q1 revenue $1,096M, up 7% reported and 8% constant currency; adjusted EBITDA $397M, margin 36.2%.
Q4 revenue $1,037M (+9% YoY); net income $66M vs $6M; adjusted EBITDA $378M, margin 36% vs 34%.
TransUnion to acquire majority of Buró de Crédito consumer credit business for ~$560M
Cash consideration MXN 11.5B (~$560M) for an additional 68% stake, raising ownership to ~94%.
TransUnion Q3 revenue up 12% to $1.085B, adjusted EPS $1.04; raises FY guidance
Q3 revenue $1,085M (+12% YoY); net income $68M vs loss $319M; adjusted EPS $1.04 vs $0.91
TransUnion Q2 revenue +8% to $1.04B, adj. EPS $0.99; raises FY2024 guidance
Total revenue $1,041M (+8% YoY); net income $85M ($0.44 diluted EPS) vs $54M ($0.28) a year ago.
TransUnion Q1 revenue $1,021M (+9% YoY), first $1B quarter; raises FY2024 guidance
Revenue $1,021M (+9% YoY); net income $65M ($0.33 EPS) vs $53M ($0.27) prior year.
TransUnion adopts proxy access bylaws and approves 2024 LTI awards for NEOs
Proxy access allows holders of 3%+ for 3 years (up to 20 stockholders) to nominate up to 20% of board or 2 directors.
TransUnion Q4 revenue $954M (+6% YoY); guides FY2024 rev 3-5%; refinances $1.9B debt
Q4 2023 revenue $954M (+6% YoY); adjusted diluted EPS $0.80 vs $0.78 prior year; net income $6M.
TransUnion restates Q3 2023 results, cites $80M goodwill error and material weakness
Q3 2023 interim financial statements restated due to ~$80M overstatement of non-cash goodwill impairment (UK reporting unit).
TransUnion restructuring: ~10% workforce impact, targets $120M-$140M annual savings by 2026
One-time pre-tax costs $355M-$375M through 2025; majority incurred by end of 2024.
TransUnion refinances $1.9B in credit facilities; increases revolver by $300M
Entered $1.3B 2023 Refinancing Term A-4 Loans and $600M New Revolving Credit Commitments (up $300M).
Revenue $969M (+3% YoY); GAAP diluted EPS $(2.07) vs $0.41; adjusted EPS $0.91 vs $0.93.
TransUnion settles CFPB/FTC matters for $23M in penalties and redress
TURSS settlement: $11M redress + $4M civil penalty for alleged FCRA violations in rental screening.
TransUnion Q2 revenue $968M (+2%); net income $54M vs $96M YoY; FY guidance maintained
Revenue $968M, +2% (3% constant currency); International +8% (13% CC) led by India (+27%, 35% CC).
TransUnion Q1 revenue $940M (+2% YoY), adjusted EPS $0.80 vs $0.93; maintains FY guidance
Revenue $940M (+2% reported, +4% constant currency); net income $53M ($0.27 diluted EPS).
TransUnion Q4 revenue $902M (+14%); adj EPS $0.78; FY23 guidance 3-5% revenue growth
Total revenue $902M (+14% reported, 2% organic constant currency ex-mortgage); net income $46M vs $1,017M (prior year included $982M Healthcare gain).
TransUnion Q3 revenue up 26% to $938M, net income down 31%; guidance lowered
Revenue $938M (+26% YoY, +1% organic constant currency); net income $79M vs $114M; diluted EPS $0.41 vs $0.59.
Revenue $948M (+30% YoY, +5% organic constant currency); net income $96M ($0.49 diluted EPS) vs $128M ($0.66) prior year.
TransUnion Q1 revenue $921M (+32% YoY); raises FY22 organic growth guidance to 10%-12%
Adjusted diluted EPS $0.93 vs $0.83 YoY; net income $48M impacted by $30M CFPB charge.
TransUnion holds 2022 Investor Day, reiterates FY 2022 guidance, sets 2025 targets: >$5B revenue
Reaffirms FY 2022 outlook: revenue $3.752B-$3.810B (27-29% growth), Adj. EBITDA $1.386B-$1.424B, Adj. diluted EPS $3.84-$4.00.
TransUnion Q4 revenue +21% to $790M, adj. EPS $0.81; acquires Verisk Financial for $515M
Q4 revenue $790M (+21% YoY); adjusted EPS $0.81 vs $0.72 prior year.
Neustar business revenue $535.8M, net loss $130.6M, operating loss $61.8M for year ended Dec 31, 2020.
TransUnion completes $1.735B sale of Healthcare business on Dec 17
Completed divestiture of TransUnion Healthcare for $1.735 billion in cash, subject to customary adjustments.
Timothy J. Martin, Executive Vice President, Chief Global Solutions Officer, notified TransUnion (the “Company”) that he intends to retire from the Company in September 2026
On November 6, 2024, William P. Bosworth, a member of the Board of Directors (the “Board”) of TransUnion (the “Company”), informed the Company of his intention to resign as a director of the Company, effective December 31, 2024.
On November 11, 2024, Timothy J. Martin, Executive Vice President, Chief Global Solutions Officer, notified the Company that he intends to retire from the Company in September 2026 (the “Retirement Date”).
On May 24, 2023, the Committee approved the following compensation package for Mr. Achanta, effective July 1, 2023, at which time Mr. Achanta’s title will become Executive Vice President, Chief Technology, Data & Analytics Officer:
As previously disclosed in the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on May 11, 2023 (the “Prior 8-K”), Abhinav Dhar, Executive Vice President, Chief Information & Technology Officer, announced his resignation from his current role, effective July 1, 2023, and therefore was not granted a Special Award.
Mr. Venkat Achanta’s, Executive Vice President, Chief Data & Analytics Officer, role will be expanded to include Mr. Dhar’s responsibilities, effective as of July 1, 2023.
through September 1, 2023, on which date he will resign from the Company
Beginning on July 1, 2023, Mr. Dhar will no longer serve as Chief Information & Technology Officer and will take on the role of Strategic Advisor
Linda K. Zukauckas was appointed by the Board as a director of TransUnion, effective January 30, 2023
Andrew Prozes will not seek reelection as a director and will retire from the Board, effective March 31, 2023
Todd M. Cello, the Company’s Executive Vice President, Chief Financial Officer, who has been serving as principal accounting officer, will no longer serve in that role as of the Effective Date.
On June 2, 2022, TransUnion (the “Company”) named Jennifer A. Williams as the Company’s Senior Vice President, Chief Accounting Officer, effective June 21, 2022 (the “Effective Date”).
Max materiality 0.90 · Median 0.68 · Most common event earnings