Earnings Releases·Oct 27, 2026, 6:15 AM ET

TransUnion — Third Quarter 2026 Earnings Summary

Total revenue reached $1,312 million (up 12% YoY), while net income rose to $156 million and Adjusted Diluted EPS grew 14% to $1.25, driven by strong performance in U.S. Financial Services and a 30% surge in International revenue.
The company raised its full-year 2026 Adjusted Diluted EPS guidance to $4.81–$4.88 and maintained the high-end of revenue guidance, projecting double-digit EPS growth and high-single-digit organic revenue growth for the third consecutive year.
Capital return accelerated with a $1 billion increase in share repurchase authorization (totaling $2 billion) and a dividend hike to $0.135 per share, supported by $889 million in operating cash flow for the first nine months.
Strategic momentum is underpinned by technology modernization and recent acquisitions, including Trans Union de México and RealNetworks' mobile division, which contributed approximately 5 points to Q4 and 4 points to full-year growth.