Quarterly ResultApr 28, 2026, 06:26 AM
TRU Q1 Revenue +14% to $1.25B; Adj EPS $1.18; Raises FY26 Guidance
AI Summary
TransUnion reported strong Q1 2026 results, exceeding guidance for revenue, Adjusted EBITDA, and Adjusted Diluted EPS. Total revenue increased 14% to $1,246 million, with Adjusted Diluted EPS rising to $1.18. The company completed the acquisition of a majority ownership in Trans Union de Mexico, leading to a raise in its full-year 2026 financial guidance. Management highlighted strong outperformance in U.S. Markets and expects increased cash generation.
Key Highlights
- Completed acquisition of majority ownership in Trans Union de Mexico.
- Q1 2026 Total Revenue: $1,246 million, up 14% (11% organic constant currency) YoY.
- Q1 2026 Adjusted Diluted EPS: $1.18, up from $1.05 in Q1 2025.
- Q1 2026 Adjusted EBITDA: $438 million, up 10% YoY.
- U.S. Markets Revenue: $975 million, up 14%, led by Financial Services (+24%).
- Full-year 2026 Revenue guidance raised to $5,100M-$5,135M.
- Full-year 2026 Adjusted Diluted EPS guidance raised to $4.68-$4.75.
- Cash provided by operating activities was $84 million in Q1 2026.