Credit bureau TransUnion Q3 revenue meets on segment growth

By Reuters News


Overview

  • U.S. credit bureau's Q3 revenue rose 12%, meeting analyst expectations

  • Adjusted EPS for Q3 grew 14% and beat analyst expectations

  • Company raised share repurchase authorization by $1 bln to $2 bln total


Outlook

  • TransUnion raises 2026 guidance for Adjusted Diluted EPS to $4.81-$4.88

  • Company maintains high-end of 2026 revenue guidance at $5.131 bln-$5.162 bln

  • TransUnion expects Q4 revenue of $1.264 bln-$1.294 bln and Adjusted Diluted EPS of $1.15-$1.22


Result Drivers

  • SEGMENT GROWTH - Co said Financial Services, Insurance and International segments led Q3 revenue growth

  • TECHNOLOGY MODERNIZATION - Co attributed results to progress in technology modernization and accelerated innovation

  • INTERNATIONAL ACCELERATION - Co said International segment accelerated to 10% organic constant currency growth, including 18% growth in India


Company press release: Full Story


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Meet

$1.31 bln

$1.31 bln (18 Analysts)

Q3 Adjusted EPS

Beat

$1.25

$1.20 (20 Analysts)

Q3 EPS

$0.81

Q3 Adjusted Net Income

Beat

$242 mln

$231.17 mln (15 Analysts)


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 6 "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 $87.00, about 9.3% above its October 26 closing price of $79.62

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


Reuters Recommended Reads

  • Oct 26 - Hartford Insurance Q3 core EPS beats estimates; dividend raised

  • Oct 27 - HSBC Q3 pretax profit rises 32% on higher interest income

  • Oct 26 - Five Star Bancorp Q3 profit rises on strong loan growth, wider interest margin


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(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.)

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