TransUnion beats Q2 revenue estimates, raises 2026 revenue growth outlook

TransUnion

28/07/2026 11:26

Overview
U.S. credit bureau's Q2 revenue rose 15%, beating analyst expectations
Adjusted EPS for Q2 beat consensus, driven by growth in U.S. Financial Services and Emerging Verticals
Company raised full-year 2026 revenue growth guidance to 12%-13%

Outlook
TransUnion raises 2026 revenue growth outlook to 12%-13%, organic constant currency growth 8%-9%
Company sees Q3 revenue between $1.292 bln and $1.310 bln, adjusted diluted EPS $1.18-$1.21
TransUnion says continued market uncertainty may impact results despite strong first-half momentum

Result Drivers
SEGMENT GROWTH - U.S. Financial Services and Emerging Verticals led revenue growth, with international gains in India, the U.K., and Canada
STRATEGIC INITIATIVES - Progress on customer migrations to OneTru and accelerated new product launches contributed to results
ACQUISITIONS - Recent acquisitions, including Trans Union de Mexico and the mobile division of RealNetworks, added to revenue growth

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.31 bln
$1.28 bln (18 Analysts)
Q2 Adjusted EPS
Beat
$1.23
$1.14 (20 Analysts)
Q2 EPS
 
$0.74
 
Q2 Adjusted Net Income
Beat
$238 mln
$221.83 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", 5 "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 $90.00, about 16.5% above its July 27 closing price of $77.24
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

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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.)