For the quarter ended September 2025, TransUnion (TRU) reported revenue of $1.17 billion, up 7.8% over the same period last year. EPS came in at $1.10, compared to $1.04 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.13 billion, representing a surprise of +3.15%. The company delivered an EPS surprise of +5.77%, with the consensus EPS estimate being $1.04.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how TransUnion performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- U.S. Markets: $912.8 million compared to the $874.44 million average estimate based on 14 analysts. The reported number represents a change of +7.6% year over year.
- Revenue- U.S. Markets Gross Revenue- Consumer Interactive: $144.8 million versus $149.15 million estimated by 14 analysts on average. Compared to the year-ago quarter, this number represents a -16.6% change.
- Revenue- Total intersegment eliminations: $-3.4 million versus the 14-analyst average estimate of $-3.87 million. The reported number represents a year-over-year change of -27.7%.
- Revenue- International: $260.1 million compared to the $261.91 million average estimate based on 14 analysts. The reported number represents a change of +7.7% year over year.
- Revenue- Total gross revenue: $1.17 billion compared to the $1.14 billion average estimate based on 14 analysts. The reported number represents a change of +7.7% year over year.
- Revenue- U.S. Markets Gross Revenue- Financial Services: $438 million versus $404.04 million estimated by 13 analysts on average. Compared to the year-ago quarter, this number represents a +19.3% change.
- Revenue- U.S. Markets Gross Revenue- Emerging Verticals: $330.1 million compared to the $322.06 million average estimate based on 13 analysts. The reported number represents a change of +7.5% year over year.
- Revenue- International Gross Revenue- Canada: $43.4 million versus $41.87 million estimated by 13 analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
- Revenue- International Gross Revenue- Latin America: $33.7 million compared to the $34.2 million average estimate based on 13 analysts. The reported number represents a change of +0.6% year over year.
- Revenue- International Gross Revenue- UK: $71.4 million compared to the $66.63 million average estimate based on 13 analysts. The reported number represents a change of +23.5% year over year.
- Revenue- International Gross Revenue- Asia Pacific: $23.7 million compared to the $26.78 million average estimate based on 13 analysts. The reported number represents a change of -7.4% year over year.
- Revenue- International Gross Revenue- Africa: $19.4 million versus the 13-analyst average estimate of $18.86 million. The reported number represents a year-over-year change of +13.5%.
View all Key Company Metrics for TransUnion here>>>
Shares of TransUnion have returned -7.4% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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TransUnion (TRU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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