Credit bureau TransUnion Q3 revenue meets on segment growth
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
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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.)