TransUnion Q3 revenue meets expectations on segment growth
TRU•TransUnion’s third-quarter revenue rose 12% to $1.31 billion, meeting expectations, while adjusted EPS of $1.25 beat the $1.20 estimate. The company raised its 2026 adjusted EPS guidance and increased its share repurchase authorization by $1 billion to $2 billion.
1. Quarterly results
TransUnion said third-quarter revenue rose 12% to $1.31 billion, in line with analyst expectations. Adjusted EPS grew 14% to $1.25, beating the $1.20 estimate; adjusted net income was $242 million, compared with an estimate of $231.17 million.
2. Guidance and buybacks
The company raised its 2026 adjusted diluted EPS guidance to $4.81-$4.88 and maintained its 2026 revenue outlook at $5.131 billion-$5.162 billion. It expects fourth-quarter revenue of $1.264 billion-$1.294 billion and adjusted diluted EPS of $1.15-$1.22. TransUnion also increased its share repurchase authorization by $1 billion to $2 billion.
3. Segment growth
TransUnion said Financial Services, Insurance and International led third-quarter revenue growth. International accelerated to 10% organic constant-currency growth, including 18% growth in India; the company also cited progress in technology modernization and accelerated innovation.
