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. 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.
Adjusted EPS versus $1.15 consensus estimate
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, with a midpoint of $5.15 billion, slightly above the analyst consensus estimate of $5.13 billion. It 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 consensus estimate of $4.78.
Chris Cartwright, President and CEO of TransUnion, said: "TransUnion delivered another strong quarter of outperformance." He noted that US Markets revenue grew by 11%, led by US Financial Services and Emerging Verticals, and that International organic constant currency growth improved to 6%, with high-single digit growth in India and the UK and 10% growth in Canada.
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, while International revenue climbed 27% to $321 million.
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. Total buybacks for the year to date have reached approximately $150 million.