TransUnion beats Q2 revenue estimates, raises 2026 revenue growth outlook
TRU•Revenue growth 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 and analyst coverage
| 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) |
- 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
