The beat and guidance raise reinforce positive momentum in U.S. Financial Services and Insurance. Monitor integration of the Mexico acquisition and debt levels (net debt $4.9B, leverage ratio 2.8x). Strength in core verticals suggests upside potential, but flat international organic growth warrants caution.
Price Chart
Executive Summary
TransUnion reported Q1 2026 revenue of $1.246B (+14% YoY), beating consensus of $1.22B, and adjusted EPS of $1.18, beating the $1.11 estimate. The company raised full-year 2026 guidance, citing strong U.S. Financial Services growth (+24%) and the completed acquisition of Trans Union de Mexico. The beat and guidance raise signal accelerating momentum, though international organic growth was flat.
Key Financial Metrics
Key Facts
- Revenue $1.246B vs. consensus $1.22B (+2.1% beat)
- Adjusted diluted EPS $1.18 vs. consensus $1.11 (+6.3% beat)
- Revenue growth of 14% reported, 11% organic constant currency
- U.S. Financial Services revenue up 24% YoY
- Full-year 2026 revenue guidance raised to $5.1B-$5.135B
- Q1 2026 adjusted EBITDA $438M, margin 35.2%
- Completed acquisition of majority stake in Trans Union de Mexico
- Operating cash flow $84M, free cash flow $19M
Financial Impact
Revenue beat of $26M, adjusted EPS beat of $0.07
Risk Factors
- Integration risk from Trans Union de Mexico acquisition
- Debt increase: total debt $5.6B, net debt $4.9B
- International organic growth flat (0.4% constant currency)
- India and Asia Pacific revenue declined YoY
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282375 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $77.70 $72.43 | ▼ −6.78% | ▼ −6.56% | $65.10 (−16.22%) |
Sep 3, 2026 28d ago | Insider Cluster | $79.88 $78.83 | ▼ −1.31% | ▼ −0.11% | $65.10 (−18.51%) |
Sep 3, 2026 29d ago | Court Ruling | $84.92 $77.70 | ▼ −8.50% | ▼ −7.35% | $65.10 (−23.35%) |
Sep 1, 2026 4w ago | Court Ruling | $83.67 $77.05 | ▼ −7.91% | ▼ −7.99% | $65.10 (−22.20%) |
Aug 27, 2026 5w ago | Press Release | $84.67 $82.39 | ▼ −2.69% | ▼ −1.92% | $65.10 (−23.12%) |
Aug 26, 2026 5w ago | Court Ruling | $84.50 $82.39 | ▼ −2.50% | ▼ −2.38% | $65.10 (−22.96%) |
Aug 17, 2026 6w ago | Court Ruling | $78.70 $84.87 | ▲ +7.84% | ▲ +9.03% | $65.10 (−17.29%) |
Aug 17, 2026 6w ago | Court Ruling | $78.70 $84.87 | ▲ +7.84% | ▲ +9.03% | $65.10 (−17.29%) |
Aug 11, 2026 7w ago | Court Ruling | $80.37 $79.47 | ▼ −1.12% | ▼ −0.72% | $65.10 (−19.01%) |
Aug 11, 2026 7w ago | Court Ruling | $80.37 $79.47 | ▼ −1.12% | ▼ −0.72% | $65.10 (−19.01%) |
US Market Status
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