TransUnion Reports Strong Q3 2026 Growth Driven by Financial Services and International Markets
TransUnion (TRU) reported robust third-quarter 2026 financial results, with total revenue reaching $1.312 billion, a 12% increase year-over-year. The growth was primarily fueled by strong performance in U.S. Financial Services and significant organic expansion in international markets, particularly India and Latin America. Adjusted diluted EPS rose 14% to $1.25, benefiting from higher adjusted EBITDA and active share repurchase programs. Despite the top-line strength, the company faced margin pressure due to increased technology investments and rising legal expenses related to industry-wide FCRA litigation. Additionally, high mortgage rates exceeding 7% continue to weigh on mortgage inquiry volumes, which are expected to decline by more than 20% in the fourth quarter. Management raised full-year adjusted EPS guidance, reflecting confidence in overall performance despite these macroeconomic headwinds.
Topics: Adjusted EPS EBITDA Margin International Expansion Revenue Growth Share Repurchases