TransUnion Q3 revenue in line with forecasts, adjusted profit beats estimates

what happened

Revenue at US credit bureau TransUnion rose 12% in the third quarter to $1.31 billion, matching consensus, according to Reuters, which cites LSEG and company data. Adjusted earnings per share grew 14% to $1.25, against an expected $1.20. The company also lifted its share repurchase authorization by $1 billion, to $2 billion in total.

For 2026, TransUnion raised its adjusted diluted EPS guidance to $4.81–$4.88 and kept the upper end of its revenue forecast at $5.162 billion. For the fourth quarter it expects revenue of $1.264–$1.294 billion and adjusted diluted EPS of $1.15–$1.22. Growth came mainly from the Financial Services, Insurance and International segments, with International organic constant-currency growth speeding up to 10%, including 18% growth in India.

why it matters

For markets, the combination of stronger earnings, a higher outlook and a bigger buyback is typically supportive for the shares. Reuters reports that the median 12-month analyst price target sits about 9.3% above the October 26 close.

market impact

TransUnion shares: profit above forecasts and a larger buyback support the stock

• ▲TransUnion shares pressure up — earnings above expectations and a bigger buyback authorization support the stock

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