Credit bureau TransUnion Q3 revenue meets on segment growth

TransUnion

27/10/2026 10:27

Overview
U.S. credit bureau's Q3 revenue rose 12%, meeting analyst expectations
Adjusted EPS for Q3 grew 14% and beat analyst expectations
Company raised share repurchase authorization by $1 bln to $2 bln total

Outlook
TransUnion raises 2026 guidance for Adjusted Diluted EPS to $4.81-$4.88
Company maintains high-end of 2026 revenue guidance at $5.131 bln-$5.162 bln
TransUnion expects Q4 revenue of $1.264 bln-$1.294 bln and Adjusted Diluted EPS of $1.15-$1.22

Result Drivers
SEGMENT GROWTH - Co said Financial Services, Insurance and International segments led Q3 revenue growth
TECHNOLOGY MODERNIZATION - Co attributed results to progress in technology modernization and accelerated innovation
INTERNATIONAL ACCELERATION - Co said International segment accelerated to 10% organic constant currency growth, including 18% growth in India

Company press release: Full Story

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Meet
$1.31 bln
$1.31 bln (18 Analysts)
Q3 Adjusted EPS
Beat
$1.25
$1.20 (20 Analysts)
Q3 EPS
 
$0.81
 
Q3 Adjusted Net Income
Beat
$242 mln
$231.17 mln (15 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 6 "hold" and no "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 $87.00, about 9.3% above its October 26 closing price of $79.62
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Reuters Recommended Reads
Oct 26 - Hartford Insurance Q3 core EPS beats estimates; dividend raised
Oct 27 - HSBC Q3 pretax profit rises 32% on higher interest income
Oct 26 - Five Star Bancorp Q3 profit rises on strong loan growth, wider interest margin

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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.)