TransUnion is experiencing a structural margin inflection, with operating margin expanding to 32.0% in Q2 2026 from 16.9% a year earlier, driven by accelerating revenue growth (14.9% YoY) and disciplined SG&A control. The company's asset-light model and robust...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 14.9% in Q2 2026, with gross margin rebounding to 58.4% from 46.2% a year earlier, and operating margin nearly doubling to 32.0% from 16.9%, reflecting strong operating leverage.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 23, 2025 | $1.10+5.8% vs $1.04 | $1.2B+3.2% vs $1.1B |
TransUnion (NYSE: TRU - Get Free Report) EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the transaction, the executive vice president owned 196,912 shares in the company, valued
TransUnion (TRU) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
TransUnion's international growth, strong liquidity and rising cash flow support its 17.1% three-month stock gain and greater capital returns.
California State Teachers Retirement System raised its stake in shares of TransUnion (NYSE: TRU) by 6,636.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,788,593 shares of the business services provider's stock after purchasing an additional 22,450,313 shares during the quarter.
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 |
|---|---|---|---|---|---|---|---|
| $71.87 | $13.77B | 30.98 | 9.38% | 9.95% | 10.28% | 0.64% | |
| $159.78 | $18.77B | 30.03 | 6.92% | 10.73% | 14.59% | — | |
| $914.48 | $19.75B | 34.46 | 15.91% | 34.05% | — | — | |
| $171.94 | $22.38B | 26.49 | 6.63% | 28.24% | — | — | |
| $469.24 | $81.27B | 34.33 | 9.37% | 34.25% | 76.44% | — | |
| $402.44 | $118.64B | 27.45 | 8.18% | 30.53% | 13.43% | — |
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)
Jul 28, 2026·SEC
May 15, 2026·SEC
Apr 28, 2026·SEC
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TransUnion (TRU) stock FAQ — growth, dividends, profitability & financials explained
TransUnion (TRU) reported $4.90B in revenue for fiscal year 2025. This represents a 329% increase from $1.14B in 2012.
TransUnion (TRU) grew revenue by 9.4% over the past year. This is steady growth.
Yes, TransUnion (TRU) is profitable, generating $847.9M in net income for fiscal year 2025 (10.0% net margin).
Yes, TransUnion (TRU) pays a dividend with a yield of 0.64%. This makes it attractive for income-focused investors.
TransUnion (TRU) has a return on equity (ROE) of 10.3%. This is reasonable for most industries.
TransUnion (TRU) generated $787.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
