TransUnion has outperformed consensus earnings estimates in six of its last seven quarters, driven by a 12% year-over-year increase in revenue during its most recent fiscal period and a 180-basis-point expansion in adjusted operating margin. Management attributed this strength to continued demand for its fraud detection and marketing solutions, which saw volume growth of 15% and 10%, respectively. With recurring revenue representing 78% of total sales and free cash flow conversion above 90%, TransUnion enters the upcoming reporting period with a solid financial foundation and a track record that points toward another positive surprise.

On January 28, TransUnion was named a 2026 Future Digital Awards Gold Winner by Juniper Research for Best Branded Call Solution in the Telco Innovation category. The company’s Branded Call Display, which combines verified caller name, logo and STIR/SHAKEN authentication, helped customer Newzip achieve a 25% increase in answer rates among pre-approved prospects and a 137% jump among earlier-funnel contacts. This solution, now used by more than 500 enterprise clients, underscores TransUnion’s leadership in reducing call fraud and improving consumer engagement.

In a move to broaden financial inclusion, TransUnion partnered with Zenbase on January 28 to integrate rental payment data from over 200,000 Canadian homes directly into its credit reporting ecosystem. By treating rent payments as a separate category rather than traditional debt, timely rent data for approximately five million Canadian households can now bolster credit files. TransUnion projects that this initiative could raise credit scores by an average of 20 points for renters with otherwise thin files, enhancing access to mortgages and personal loans.

Also on January 28, TransUnion launched rental-reporting integration with FrontLobby, which serves 60,000 housing providers managing over one million rental units. Early results from the platform show a 92% reduction in tenant delinquencies and a 30% drop in eviction filings among participants. By adding consistent, on-time rent payments as an alternative data stream, TransUnion enables landlords to underwrite tenants more accurately while helping responsible renters build credit histories.