TransUnion Q4 revenue beats expectations on US financial services growth

Overview

• Global information firm's Q4 revenue grew 13%, beating analyst expectations

• Adjusted EPS for Q4 exceeded analyst expectations

• Company repurchased $150 mln of shares in Q4, totaling $300 mln in 2025

Outlook

• TransUnion expects 2026 revenue growth of 8% to 9%

• Company anticipates 2026 adjusted diluted EPS growth of 8% to 10%

• TransUnion projects Q1 2026 revenue between $1.195 bln and $1.205 bln

Result Drivers

• U.S. FINANCIAL SERVICES GROWTH - Revenue from U.S. Financial Services grew 19%, contributing significantly to overall revenue growth

• EMERGING VERTICALS GROWTH - Emerging Verticals revenue increased by 16%, aiding overall revenue performance

• BROAD-BASED PERFORMANCE - Credit, marketing, and fraud solutions each saw healthy double-digit growth, supporting overall results

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the professional information services peer group is "buy"

• Wall Street's median 12-month price target for TransUnion is $103.00, about 43.5% above its February 11 closing price of $71.78

• The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNXSBVg0

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