TransUnion Q4 Revenue Climbs 13%, EPS Beats; $150M Buybacks and Dividend Hike
TransUnion reported Q4 revenue of $1.171B, up 13% year-over-year, with net income rising to $101M (EPS $0.52) and adjusted EBITDA climbing 10% to $417M. The company repurchased $150M of shares, hiked its quarterly dividend to $0.125, and guided for 8-9% revenue growth in 2026.
1. Fourth Quarter Financial Results
Total Q4 revenue reached $1,171 million, a 13% increase from the prior year, while net income rose to $101 million (EPS $0.52) compared with $66 million ($0.34) in Q4 2024. Adjusted net income improved to $208 million (EPS $1.07) and adjusted EBITDA grew 10% to $417 million, with a 35.6% margin.
2. Segment Performance Breakdown
U.S. Markets led growth with 16% revenue expansion to $918.9 million driven by 19% gains in Financial Services and 16% in Emerging Verticals. International revenue totaled $255.9 million, up 4% reported (2% organic), with Canada up 13% and the U.K. up 22%, offset by declines in India and Asia Pacific.
3. Capital Returns and 2026 Outlook
The company repurchased $150 million of shares in Q4, totaling $300 million in 2025, and raised its quarterly dividend to $0.125 per share. TransUnion expects 8–9% revenue growth and 8–10% adjusted EPS growth in 2026 and will detail its medium-term strategy at an Investor Day on March 10.