TransUnion beats Q2 revenue estimates, raises 2026 revenue growth outlook

Overview

• U.S. credit bureau's Q2 revenue rose 15%, beating analyst expectations

• Adjusted EPS for Q2 beat consensus, driven by growth in U.S. Financial Services and Emerging Verticals

• Company raised full-year 2026 revenue growth guidance to 12%-13%

Outlook

• TransUnion raises 2026 revenue growth outlook to 12%-13%, organic constant currency growth 8%-9%

• Company sees Q3 revenue between $1.292 bln and $1.310 bln, adjusted diluted EPS $1.18-$1.21

• TransUnion says continued market uncertainty may impact results despite strong first-half momentum

Result Drivers

• SEGMENT GROWTH - U.S. Financial Services and Emerging Verticals led revenue growth, with international gains in India, the U.K., and Canada

• STRATEGIC INITIATIVES - Progress on customer migrations to OneTru and accelerated new product launches contributed to results

• ACQUISITIONS - Recent acquisitions, including Trans Union de Mexico and the mobile division of RealNetworks, added to revenue growth

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the professional information services peer group is "buy"

• Wall Street's median 12-month price target for TransUnion is $90.00, about 16.5% above its July 27 closing price of $77.24

• The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)