TransUnion Revenue Rises 12% to $1.312 Billion in Third Quarter
Key Facts
TransUnion reported revenue of $1.312 billion in the third quarter ended September 30, 2026, up 12% from the year-earlier period, or 8% on an organic constant-currency basis. Net income attributable to the company rose to $156 million, compared with $97 million in the third quarter of 2025. Diluted earnings per share were $0.81, compared with $0.49 a year earlier. Adjusted diluted earnings per share were $1.25, compared with $1.10. The results show growth in revenue and earnings alongside a contraction in the adjusted earnings margin.
Adjusted earnings before interest, taxes, depreciation and amortization were $465 million, up from $425 million in the year-earlier period, a 9% increase year over year. That means growth in absolute earnings did not prevent the adjusted earnings margin from declining compared with the prior year. This divergence is central to the quarter’s picture: higher sales and greater profitability, with a narrower margin. The company did not link the decline to a specific cause in its statement.
Chief Executive Chris Cartwright said revenue in U.S. markets grew 7%, led by financial services and insurance. He added that international growth accelerated to 10% on an organic constant-currency basis, with revenue in India rising 18%. Cartwright said: "Revenue in U.S. markets grew 7%, led by financial services and insurance in the U.S. International growth accelerated to 10% on an organic constant-currency basis, including 18% growth in India." The detail positions U.S. markets as a major contributor to domestic activity, while India was the standout geographic figure disclosed for international business. The statement provided no other figures on revenue distribution by market in these remarks.
In share trading, EL7 data showed a close of $79.62 on October 26, followed by $75.42 on October 27. The data do not include verified details on the daily trading range. The comparison here is therefore limited to the closing prices on those two days. This change alone does not establish that the results caused the share-price move.
The company said its board on October 26 increased its share repurchase authorization by $1 billion to $2 billion in total and approved a quarterly cash dividend of $0.135 per share, up from $0.125. The dividend is payable on November 25 to shareholders of record on November 10, 2026. The company said it had repurchased $243 million of shares since the start of the year and expects repurchases to reach $500 million during 2026. These steps combine a larger long-term authorization with expected buyback spending during the current year, alongside an increase in the cash dividend.
TransUnion maintained the upper end of its 2026 revenue outlook and said it raised its adjusted diluted earnings-per-share outlook, balancing business momentum against higher interest rates and market uncertainty. The company expects annual revenue of between $5.131 billion and $5.162 billion, with organic constant-currency growth of between 8% and 9%. It also expects adjusted diluted earnings per share of between $4.81 and $4.88 for the fiscal year ending December 31, 2026. The company said in its statement: "We are maintaining the upper end of our 2026 revenue outlook and raising our adjusted diluted earnings-per-share outlook, balancing business momentum against higher interest rates and market uncertainty."