TransUnion Q4 revenue beats expectations on US financial services growth

TransUnion

12/02/2026 11:26

Overview

Global information firm's Q4 revenue grew 13%, beating analyst expectations

Adjusted EPS for Q4 exceeded analyst expectations

Company repurchased $150 mln of shares in Q4, totaling $300 mln in 2025

Outlook

TransUnion expects 2026 revenue growth of 8% to 9%

Company anticipates 2026 adjusted diluted EPS growth of 8% to 10%

TransUnion projects Q1 2026 revenue between $1.195 bln and $1.205 bln

Result Drivers

U.S. FINANCIAL SERVICES GROWTH - Revenue from U.S. Financial Services grew 19%, contributing significantly to overall revenue growth

EMERGING VERTICALS GROWTH - Emerging Verticals revenue increased by 16%, aiding overall revenue performance

BROAD-BASED PERFORMANCE - Credit, marketing, and fraud solutions each saw healthy double-digit growth, supporting overall results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.17 bln
$1.13 bln (16 Analysts)
Q4 Adjusted EPS
Beat
$1.07
$1.02 (17 Analysts)
Q4 EPS
$0.52
Q4 Adjusted Net Income
Beat
$208 mln
$199.26 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 3 "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 $103.00, about 43.5% above its February 11 closing price of $71.78

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNXSBVg0

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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.)