TransUnion Q2 Revenue Jumps 15% to $1.31B, Net Income Up 31%

summarizeSummary

TransUnion reported Q2 2026 revenue of $1.31 billion, up 14.9% year-over-year, with net income rising 30.8% to $143.4 million. The results reflect strong organic growth and contributions from the Trans Union de Mexico acquisition.

check_boxKey Events · Earnings and Guidance · TRU

• Revenue Up 15% to $1.31B

  Q2 2026 revenue rose 14.9% to $1.31 billion, driven by 11.5% growth in U.S. Markets and 26.8% growth in International, including a 4.9% contribution from the Trans Union de Mexico acquisition.

• Net Income Jumps 31% to $143M

  Net income attributable to TransUnion increased 30.8% to $143.4 million, with diluted EPS of $0.74, up from $0.56 a year ago.

• Operating Cash Flow Strengthens

  Cash provided by operating activities was $459.1 million for the first six months, up 33.5% from $343.8 million in the prior year, reflecting improved operating performance.

• Adjusted EBITDA Margin Holds at 35%

  Consolidated Adjusted EBITDA was $456.1 million, up 12.1%, with a margin of 34.8%, down 90 basis points due to higher product costs including FICO mortgage royalties.

auto_awesomeAnalysis · TRU · Trade & Services

TransUnion delivered a strong second quarter, with revenue climbing 15% to $1.31 billion and net income attributable to the company surging 31% to $143.4 million. The results were driven by broad-based growth across U.S. Markets and International segments, boosted by the consolidation of Trans Union de Mexico. Operating cash flow also improved significantly, up 33% to $459 million for the first half. While the company continues to invest in acquisitions and share buybacks, the core business is performing well, with Adjusted EBITDA margins holding near 35%. The quarter also saw four senior executives adopt 10b5-1 trading plans, a routine but notable disclosure.