TransUnion Beats Q2 Estimates, Raises Full-Year 2026 Guidance
TRU sits 19% above its 52-week low of $63.37.
Summary
TransUnion reported Q2 2026 results above guidance, with 10% organic revenue growth and 13% Adjusted Diluted EPS growth. Full-year 2026 guidance was raised, reflecting strong first-half performance and continued execution.
Key Events · Earnings and Guidance · TRU
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Q2 Revenue and Earnings Beat
Revenue of $1,310M grew 15% reported (10% organic constant currency). Adjusted Diluted EPS of $1.23 rose 13% year-over-year, exceeding guidance.
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Full-Year 2026 Guidance Raised
Management now expects 8-9% organic constant currency revenue growth, Adjusted EBITDA of $1,807M-$1,827M, and Adjusted Diluted EPS of $4.75-$4.83, up from prior outlook.
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Share Repurchases and Leverage Reduction
Year-to-date share repurchases totaled ~$150M through July. Leverage ratio improved to 2.6x, down from 2.8x in Q1 2026.
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Segment Strength
U.S. Markets organic revenue grew 11%, with Financial Services up 18%. International organic growth was 6%, led by India, Canada, and the U.K.
Analysis · TRU · Trade & Services
TransUnion delivered a strong Q2, exceeding its own guidance on revenue, Adjusted EBITDA, and Adjusted Diluted EPS. Organic constant currency revenue grew 10%, led by U.S. Financial Services and Emerging Verticals. Management raised full-year 2026 guidance across all key metrics, now expecting 8-9% organic revenue growth and 11-12% Adjusted Diluted EPS growth. The company also repurchased ~$150M in shares year-to-date and reduced leverage to 2.6x. The raised outlook signals confidence in sustained momentum despite macro uncertainty.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TRU was trading at $75.50 on NYSE in the Trade & Services sector, with a market capitalization of approximately $14.9B. The 52-week trading range was $63.37 to $99.39. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.