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FinanceTransUnion beats Q2 estimates, raises full-year forecast
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TransUnion reported stronger-than-expected second-quarter results on July 28, 2026, with adjusted EPS of $1.23 (vs. $1.15 consensus) and revenue of $1.31 billion (vs. $1.28 billion). Revenue grew 15% year-over-year to $1.31 billion, while adjusted EPS rose from $1.08. The company raised its full-year 2026 revenue guidance to $5.13-$5.16 billion and adjusted EPS to $4.75-$4.83. U.S. Markets revenue increased 11% to $993 million, driven by Financial Services and Emerging Verticals. International revenue climbed 27% to $321 million, with strong growth in India, the UK, and Canada. Adjusted EBITDA rose 12% to $456 million. Despite the beat, shares slipped 0.96% in pre-market trading. The company also repurchased approximately $150 million in shares year-to-date.
Source report
Fiona Craig Tue, July 28, 2026 at 5:17 AM PDT 2 min read
TRU +0.95%
Graph showing growth ©Shutterstock Graph showing growth ©Shutterstock
TransUnion (NYSE:TRU) reported stronger-than-expected second-quarter results on Tuesday, surpassing Wall Street forecasts for both earnings and revenue while raising its full-year outlook, driven by continued growth across its domestic and international businesses.
Despite the earnings beat, shares slipped 0.96% in pre-market trading following the announcement.
- Adjusted earnings per share rose to $1.23, exceeding the analyst consensus estimate of $1.15.
- Quarterly revenue reached $1.31 billion, ahead of the expected $1.28 billion.
- Revenue increased 15% from $1.14 billion in the second quarter of 2025.
- Adjusted earnings per share improved from $1.08 a year earlier.
Company Raises Full-Year Revenue and Earnings Outlook
Following its stronger quarterly performance, TransUnion lifted its financial guidance for fiscal 2026.
- Full-year revenue is now expected to range between $5.13 billion and $5.16 billion. The midpoint of $5.15 billion is slightly above the analyst consensus estimate of $5.13 billion.
- Full-year adjusted earnings per share is forecast between $4.75 and $4.83. The midpoint of $4.79 is broadly in line with the analyst consensus estimate of $4.78.
"TransUnion delivered another strong quarter of outperformance," said Chris Cartwright, President and CEO. "U.S. Markets revenue grew by 11%, led by U.S. Financial Services and Emerging Verticals. International organic constant currency growth improved to 6%, with high-single digit growth in India and the U.K. and 10% growth in Canada."
US and International Operations Deliver Broad-Based Growth
- Adjusted EBITDA increased 12% year over year to $456 million, compared with $407 million in the same quarter last year.
- US Markets revenue rose 11% to $993 million, supported by continued momentum in Financial Services and Emerging Verticals.
- International revenue climbed 27% to $321 million, reflecting solid growth across several key markets.
Third-Quarter Guidance and Share Buybacks
For the third quarter of 2026, TransUnion expects:
- Revenue between $1.29 billion and $1.31 billion
- Adjusted earnings per share of $1.18 to $1.21
The company also continued returning capital to shareholders, increasing its share repurchase activity during the second quarter and throughout July. Total buybacks for the year to date have reached approximately $150 million.
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TransUnion Tops Q2 Expectations, Raises Full-Year Forecast