TransUnion Q4 Revenue Rises 13% to $1.17B, EPS Tops Estimates
TransUnion delivered Q4 CY2025 revenue of $1.17B, up 13% year-on-year and 3.3% above estimates, with adjusted EPS of $1.07 beating forecasts by 4.3%. Q1 revenue guidance midpoint is $1.2B, topping estimates by 0.7%, while FY26 EBITDA guidance of $1.77B trails forecasts by 1.7%.
1. Q4 Financial Results
TransUnion reported Q4 CY2025 revenue of $1.17B, up 13% year-on-year, exceeding estimates by 3.3%. Adjusted EPS reached $1.07, outperforming consensus by 4.3%, and adjusted EBITDA was $416.7M, delivering a 35.6% margin.
2. Q1 and FY26 Guidance
Management set Q1 CY2026 revenue guidance at a $1.2B midpoint, 0.7% above forecasts, while FY26 EBITDA guidance of $1.77B trails analyst expectations by 1.7%, and EPS guidance of $4.67 undershoots estimates by 3.9%.
3. Cash Flow and Margins
Operating margin held steady at 17.4% year-on-year, and free cash flow margin improved to 19% from 13.2% a year earlier, reflecting stronger cash generation.