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.
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.