TransUnion Announces Strong Third Quarter 2026 Results
Key Highlights
- ➤Q3 revenue $1,312 million, up 12% year over year
- ➤Adjusted diluted EPS $1.25, up 14% and above guidance high end
- ➤2026 adjusted diluted EPS guidance raised to $4.81-$4.88
- ➤Share repurchase authorization increased by $1 billion to $2 billion
- ➤Quarterly dividend raised to $0.135 from $0.125 per share
Expert Statements
Chris Cartwright, President and CEO of TransUnion
“TransUnion delivered another quarter of strong results exceeding our guidance.”
Chris Cartwright, President and CEO of TransUnion
“U.S. Markets revenue grew by 7 percent, led by U.S. Financial Services and Insurance. International accelerated to 10 percent growth on an organic constant currency basis, including 18 percent growth in India.”
Chris Cartwright, President and CEO of TransUnion
“We are maintaining the high-end of 2026 guidance for revenue and raising guidance for Adjusted Diluted EPS, balancing business momentum against rising interest rates and overall market uncertainty.”
Chris Cartwright, President and CEO of TransUnion
“We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”
Chris Cartwright, President and CEO of TransUnion
“Progress against our technology modernization and accelerated innovation underpin these results.”
Chris Cartwright, President and CEO of TransUnion
“We continue to deliver increasingly diversified, innovation-led and scalable growth.”
Chris Cartwright, President and CEO of TransUnion
“We believe our growth momentum, increasing cash flow and strong balance sheet support an accelerated pace of capital return to shareholders in the near term.”
* Delivered 12 percent revenue growth, or 8 percent organic constant currency, led by Financial Services, Insurance and International * Exceeded high end of guidance for diluted earnings per share and Adjusted Diluted Earnings per Share, delivering 14 percent growth for Adjusted Diluted Earnings per Share * Increased pace of share repurchases for a total of $243 million year-to-date; expect to repurchase up to $500 million shares total in 2026 * Board raised share repurchase authorization by $1 billion to $2 billion in total * Raised quarterly dividend to $0.135 per share, an increase from $0.125, effective third quarter of 2026, payable in November CHICAGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) (the “Company”) today announced financial results for the quarter ended September 30, 2026.
Revenue: * Total revenue for the quarter was $1,312 million, an increase of 12 percent (12 percent on a constant currency basis and 8 percent on an organic constant currency basis), compared with the third quarter of 2025. Earnings: * Net income attributable to TransUnion was $156 million for the quarter, compared with $97 million for the third quarter of 2025. Diluted earnings per share was $0.81, compared with $0.49 in the third quarter of 2025. Net income attributable to TransUnion margin was 11.9 percent, compared with 8.3 percent in the third quarter of 2025. * Adjusted Net Income was $242 million for the quarter, compared with $216 million for the third quarter of 2025. Adjusted Diluted Earnings per Share was $1.25, compared with $1.10 in the third quarter of 2025. * Adjusted EBITDA was $465 million for the quarter, compared with $425 million for the third quarter of 2025, an increase of 9 percent (10 percent on a constant currency basis and 5 percent on an organic constant currency basis). Adjusted EBITDA margin was 35.4 percent, compared with 36.3 percent in the third quarter of 2025. “TransUnion delivered another quarter of strong results exceeding our guidance,” said Chris Cartwright, President and CEO. “U.S. Markets revenue grew by 7 percent, led by U.S. Financial Services and Insurance. International accelerated to 10 percent growth on an organic constant currency basis, including 18 percent growth in India.”
Get started
Create a free account to read the full story.