TransUnion Reports Strong Q2 Performance and Raises Full-Year Guidance
TransUnion delivered a strong performance in its second quarter of fiscal year 2026, achieving 10% organic constant currency revenue growth. This marks the tenth consecutive quarter with high single-digit or better growth. The U.S. Financial Services segment outperformed due to share gains and innovation rather than market volume increases, growing at a 9% CAGR excluding mortgage activity. The company has made significant progress in platform modernization, with 60% of U.S. match activity now on the OneTru platform. International growth accelerated to 6%, supported by strong performance in Canada and India as well as an outperforming Mexico acquisition. TransUnion also highlighted internal AI deployments that have led to productivity gains exceeding 25% for software engineers and data scientists. TransUnion raised its full-year adjusted diluted EPS guidance, projecting 11-12% growth due to first-half performance and favorable market trends. The company expects continued margin expansion of 50–70 basis points from transformation savings and revenue flow-through.
Topics: ai_deployment financial_services international_expansion platform_modernization revenue_growth