Credit reporting agency TransUnion's Q2 revenue beats expectations

TransUnion

24/07/2025 11:29

Overview

TransUnion Q2 revenue rises 10%, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, reaching $1.08, per LSEG data

Co repurchased $47 mln shares, raising 2025 revenue growth guidance to 6-7%

Outlook

TransUnion raises 2025 revenue growth guidance to 6%-7%

Company expects Q3 2025 revenue between $1.115 bln and $1.135 bln

TransUnion anticipates FY 2025 adjusted EBITDA of $1.58 bln to $1.61 bln

Company cites ongoing business momentum amid market uncertainty

Result Drivers

U.S. FINANCIAL SERVICES - Revenue growth driven by strong performance in U.S. Financial Services, per CEO Chris Cartwright

INTERNATIONAL GROWTH - Double-digit growth in Canada and Africa contributed to overall revenue increase

STRATEGIC FOCUS - Co's focus on execution and value creation after years of investment is yielding positive results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.14 bln
$1.10 bln (16 Analysts)
Q2 Adjusted EPS
Beat
$1.08
$0.99 (17 Analysts)
Q2 EPS
$0.56
Q2 Adjusted Net Income
Beat
$213 mln
$187.60 mln (14 Analysts)
Q2 Net Income
$110 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "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 $110.00, about 14% above its July 23 closing price of $94.57

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNXbFh5Lx

(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.)