TransUnion Q1 results beat on US market strength, acquisition boost; raises 2026 outlook

TransUnion

28/04/2026 11:34

Overview

US credit bureau's Q1 revenue rose 14%, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company completed acquisition of majority stake in Trans Union de Mexico

Outlook

TransUnion raises full-year 2026 guidance to reflect recent acquisitions

Company sees Q2 revenue between $1.27 bln and $1.28 bln, adjusted EPS $1.13-$1.15

TransUnion expects full-year 2026 revenue of $5.10 bln-$5.14 bln, adjusted EPS $4.68-$4.75

Result Drivers

U.S. FINANCIAL SERVICES - Co said U.S. Markets revenue grew 14%, led by Financial Services and Insurance

ACQUISITION IMPACT - Completed acquisition of majority interest in Trans Union de Mexico contributed to revenue growth, especially in Latin America

INTERNATIONAL SEGMENT - International revenue was flat on an organic constant currency basis, with growth in Canada, the UK, and Africa, but declines in India and Asia Pacific

Company press release: ID:nGNX2WPK6b

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.25 bln
$1.21 bln (18 Analysts)
Q1 Adjusted EPS
Beat
$1.18
$1.10 (20 Analysts)
Q1 EPS
$2.04
Q1 Adjusted Net Income
Beat
$230 mln
$213.63 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 26.4% above its April 27 closing price of $71.19

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)