TransUnion (NYSE:TRU) reported stronger-than-expected second-quarter results on Tuesday, surpassing Wall Street forecasts for both earnings and revenue while raising its outlook for the full year on the back of continued growth across its domestic and international businesses.
Despite the earnings beat, shares slipped 0.96% in pre-market trading following the announcement.
Adjusted earnings per share rose to $1.23, exceeding the analyst consensus estimate of $1.15. Quarterly revenue reached $1.31 billion, ahead of the expected $1.28 billion.
Revenue increased 15% from $1.14 billion in the second quarter of 2025, while adjusted earnings per share improved from $1.08 a year earlier.
Company Raises Full-Year Revenue and Earnings Outlook
Following its stronger quarterly performance, TransUnion lifted its financial guidance for fiscal 2026.
The company now expects full-year revenue to range between $5.13 billion and $5.16 billion. The midpoint of $5.15 billion is slightly above the analyst consensus estimate of $5.13 billion.
TransUnion also forecast full-year adjusted earnings per share of between $4.75 and $4.83. The midpoint of $4.79 is broadly in line with the analyst consensus estimate of $4.78.
“TransUnion delivered another strong quarter of outperformance,” said Chris Cartwright, President and CEO. “U.S. Markets revenue grew by 11%, led by U.S. Financial Services and Emerging Verticals. International organic constant currency growth improved to 6%, with high-single digit growth in India and the U.K. and 10% growth in Canada.”
US and International Operations Deliver Broad-Based Growth
Adjusted EBITDA increased 12% year over year to $456 million, compared with $407 million in the same quarter last year.
Revenue from the company’s US Markets business rose 11% to $993 million, supported by continued momentum in Financial Services and Emerging Verticals.
International revenue climbed 27% to $321 million, reflecting solid growth across several key markets.
Third-Quarter Guidance and Share Buybacks
For the third quarter of 2026, TransUnion expects revenue of between $1.29 billion and $1.31 billion, alongside adjusted earnings per share of $1.18 to $1.21.
The company also continued returning capital to shareholders, increasing its share repurchase activity during the second quarter and throughout July. Total buybacks for the year to date have reached approximately $150 million.
TransUnion stock price
