TransUnion's growth acceleration to 14.9% in 2026Q2 (easing to 12.2% in Q3) and operating margin expansion from 14.4% to 20.4% over eight quarters indicate genuine SG&A leverage and durable data-asset economics, while FCF recovery from a negative $15.9M in 2025Q1 to $362.6M in 2026Q3 (27.6% FCF margin) and capex…
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Revenue growth decelerated to 12.2% in 2026Q3 from a 14.9% peak in 2026Q2, while operating margin held at 20.4% on SG&A growth of only 13.2% over an eight-quarter span despite ~25% revenue expansion, though the gross margin recovery from 46.2% to 59.3% suggests prior-period cost distortion rather than structural pricing improvement.
TransUnion reported higher revenue and earnings than a year earlier, beat earnings expectations, and raised its full-year guidance.
The company is actively repurchasing shares under its US$311.92 million buyback program, signaling confidence in its financial health.
Management highlighted accelerating adoption of AI-driven solutions, which are likely driving growth and operational efficiency.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $1.25+3.3% vs $1.21 | $1.3B+0.4% vs $1.3B |
Q3 2026 Jul 28, 2026 | $1.23+6.0% vs $1.16 | $1.3B+2.0% vs $1.3B |
Q2 2026 Apr 28, 2026 | $1.18+6.3% vs $1.11 | $1.2B+3.0% vs $1.2B |
Q1 2026 Feb 12, 2026 | $1.07+3.9% vs $1.03 | $1.2B+3.5% vs $1.1B |
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Although the revenue and EPS for TransUnion (TRU) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TransUnion (TRU) came out with quarterly earnings of $1.25 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.1 per share a year ago.
CHICAGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) (the “Company”) today announced financial results for the quarter ended September 30, 2026.
Benchmark TRU against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TransUnion (TRU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $81.18 | $15.55B | 17.23 | 9.38% | 18.01% | 18.65% | 0.57% | |
| $189.59 | $22.27B | 30.14 | 6.92% | 11.27% | 16.17% | 0.99% | |
| $704.55 | $15.22B | 18.19 | 27.32% | 32.94% | — | — | |
| $204.59 | $26.63B | 30.07 | 6.63% | 27.68% | — | 0.88% | |
| $505.67 | $87.58B | 30.40 | 9.37% | 36.16% | 82.81% | 0.77% | |
| $467.80 | $137.91B | 27.36 | 8.18% | 31.99% | 14.88% | 0.82% |
TransUnion (TRU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
TransUnion (TRU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
May 15, 2026·SEC
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TransUnion (TRU) stock FAQ — growth, dividends, profitability & financials explained
TransUnion (TRU) reported $5.04B in revenue over the trailing twelve months. Revenue was $4.58B in fiscal year 2025. That is 301% more than the $1.14B of fiscal year 2012.
TransUnion (TRU) grew revenue by 13.4% over the trailing twelve months, compared with the twelve months before.
Yes. TransUnion (TRU) earned $907.5M in net income over the trailing twelve months (a 18.0% net margin).
Yes. TransUnion (TRU) pays a dividend that yields 0.57% at the current price, a small yield.
TransUnion (TRU) had a return on equity (ROE) of 18.7% over the trailing twelve months. That is above the market's typical 10-15%.
TransUnion (TRU) generated $910.1M in free cash flow over the trailing twelve months.
