The company said stronger U.S. Financial Services and Emerging Verticals demand helped it beat revenue, Adjusted EBITDA and adjusted diluted EPS guidance, while year-to-date share repurchases reached about $150 million.
TransUnion raised its full-year 2026 guidance after reporting second-quarter results that exceeded its revenue, Adjusted EBITDA and Adjusted Diluted Earnings Per Share targets. Revenue rose 15% year over year to $1,310 million, or 15% on a constant currency basis and 10% on an organic constant currency basis, with growth led by U.S. Financial Services and Emerging Verticals. Net income attributable to TransUnion increased to $143 million from $110 million a year earlier, while diluted earnings per share improved to $0.74 from $0.56. Adjusted EBITDA reached $456 million, up 12% from $407 million, and Adjusted Diluted Earnings per Share rose to $1.23 from $1.08. Chris Cartwright, President and CEO, said U.S. Markets revenue grew 11%, driven by U.S. Financial Services and Emerging Verticals, while International organic constant currency growth improved to 6%, including high-single digit growth in India and the U.K. and 10% growth in Canada. The company also said it increased share repurchases in the second quarter and July, bringing the year-to-date total to approximately $150 million. For the third quarter, TransUnion expects revenue of $1,292 million to $1,310 million and Adjusted Diluted Earnings per Share of $1.18 to $1.21. For full-year 2026, it now expects revenue of $5,127 million to $5,162 million, implying reported growth of 12% to 13% and organic constant currency growth of 8% to 9%, with Adjusted Diluted Earnings per Share of $4.75 to $4.83. The company said the outlook reflects strong first-half momentum balanced against continued market uncertainty, including macroeconomic conditions, interest rates and inflation.