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Stock impact report

TransUnion (TRU) Q1 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

TransUnion (TRU) 
Last transunion earnings: 4/28 06:50 am Check Earnings Report
US:NYSE Investor Relations: investors.transunion.com
President and Chief Executive Officer — Christopher Cartwright Executive Vice President and Chief Financial Officer — Todd Cello Vice President, Investor Relations — Gregory Bardi TAKEAWAYS Total Revenue -- $1.287 billion, representing 14% reported growth and 11% organic constant currency growth, exceeding the high end of guidance by $41 million. Adjusted EBITDA -- $453 million, a 10% increase, surpassing guidance by $18 million; margin reached 35.2%, down 100 basis points year over year, with a 120 basis point headwind from FICO mortgage royalties and a 25 basis point benefit from the Mexico acquisition. Adjusted Diluted EPS -- $1.18, up 12%, exceeding guidance by $0.08, reflecting outperformance in core operations and recent M&A. U.S. Markets Revenue -- Increased 14% organically, with Financial Services up 24% or 14% excluding FICO mortgage royalties; mortgage revenue grew 50% (24% excluding FICO royalties) versus a 7% increase in inquiries. Emerging Verticals -- Re Show less Read more
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