Credit bureau TransUnion beats Q3 revenue, profit estimates, raises 2025 revenue guidance

TransUnion

23/10/2025 11:27

Overview

TransUnion Q3 revenue grows 8%, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company increases share repurchase authorization to $1 billion

Outlook

TransUnion raises 2025 revenue growth guidance to 8-8.5%

Company projects Q4 revenue between $1,119 mln and $1,139 mln

Result Drivers

U.S. FINANCIAL SERVICES - Revenue growth accelerated to 19% driven by strong performance in the U.S. Financial Services segment

EMERGING VERTICALS - Emerging Verticals segment saw a 7.5% increase in revenue, contributing to overall growth

INTERNATIONAL GROWTH - International operations grew 6% on an organic constant currency basis, with strong performance in the UK, Canada, and Africa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.17 bln
$1.13 bln (17 Analysts)
Q3 Adjusted EPS
Beat
$1.10
$1.04 (19 Analysts)
Q3 EPS
$0.49
Q3 Adjusted Net Income
Beat
$216 mln
$204.26 mln (13 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for TransUnion is $112.00, about 27.7% above its October 21 closing price of $80.94

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nGNXq0WLQ

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)