TransUnion (TRU) reported $1.17 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 13%. EPS of $1.07 for the same period compares to $0.97 a year ago.
The reported revenue represents a surprise of +3.02% over the Zacks Consensus Estimate of $1.14 billion. With the consensus EPS estimate being $1.03, the EPS surprise was +4.05%.
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: $918.9 million compared to the $873.83 million average estimate based on 16 analysts. The reported number represents a change of +16% year over year.
- Revenue- U.S. Markets Gross Revenue- Consumer Interactive: $145.5 million versus $140.42 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
- Revenue- Total intersegment eliminations: $-3.4 million versus the 16-analyst average estimate of $-3.31 million. The reported number represents a year-over-year change of +1033.3%.
- Revenue- International: $255.9 million versus $265.37 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.
- Revenue- Total gross revenue: $1.17 billion versus the 16-analyst average estimate of $1.14 billion. The reported number represents a year-over-year change of +13.3%.
- Revenue- U.S. Markets Gross Revenue- Financial Services: $423.1 million versus the 15-analyst average estimate of $410.4 million. The reported number represents a year-over-year change of +18.8%.
- Revenue- U.S. Markets Gross Revenue- Emerging Verticals: $350.3 million compared to the $322.73 million average estimate based on 15 analysts. The reported number represents a change of +15.9% year over year.
- Revenue- International Gross Revenue- Canada: $43.5 million versus $41.86 million estimated by 15 analysts on average. Compared to the year-ago quarter, this number represents a +13% change.
- Revenue- International Gross Revenue- Latin America: $34.8 million compared to the $36.18 million average estimate based on 15 analysts. The reported number represents a change of +3% year over year.
- Revenue- International Gross Revenue- UK: $72.2 million versus $70.55 million estimated by 15 analysts on average. Compared to the year-ago quarter, this number represents a +22% change.
- Revenue- International Gross Revenue- Asia Pacific: $25.4 million versus the 15-analyst average estimate of $27.26 million. The reported number represents a year-over-year change of -11.2%.
- Revenue- International Gross Revenue- Africa: $19.6 million versus the 15-analyst average estimate of $20.69 million. The reported number represents a year-over-year change of +6.5%.
View all Key Company Metrics for TransUnion here>>>
Shares of TransUnion have returned -16.1% over the past month versus the Zacks S&P 500 composite's -0.3% 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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