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Compared to Estimates, TransUnion (TRU) Q1 Earnings: A Look at Key Metrics

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For the quarter ended March 2026, TransUnion (TRU - Free Report) reported revenue of $1.25 billion, up 13.7% over the same period last year. EPS came in at $1.18, compared to $1.05 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +3.05%. The company delivered an EPS surprise of +6.64%, with the consensus EPS estimate being $1.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how TransUnion performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- U.S. Markets Gross Revenue- Consumer Interactive: $139.9 million versus the 17-analyst average estimate of $138.37 million. The reported number represents a year-over-year change of +1.2%.
  • Revenue- International: $274 million versus $261.87 million estimated by 17 analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
  • Revenue- U.S. Markets: $975 million versus the 17-analyst average estimate of $949.36 million. The reported number represents a year-over-year change of +13.8%.
  • Revenue- Total intersegment eliminations: $-3.4 million versus $-3.43 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +9.7% change.
  • Revenue- International Gross Revenue- Canada: $43.3 million versus $42.54 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change.
  • Revenue- Total gross revenue: $1.25 billion versus $1.21 billion estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +13.7% change.
  • Revenue- U.S. Markets Gross Revenue- Financial Services: $500.5 million versus $473.79 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +24% change.
  • Revenue- U.S. Markets Gross Revenue- Emerging Verticals: $334.7 million versus the 16-analyst average estimate of $337.1 million. The reported number represents a year-over-year change of +6.3%.
  • Revenue- International Gross Revenue- Latin America: $53.9 million compared to the $37.42 million average estimate based on 16 analysts. The reported number represents a change of +64.3% year over year.
  • Revenue- International Gross Revenue- UK: $72.2 million versus the 16-analyst average estimate of $70.31 million. The reported number represents a year-over-year change of +22.8%.
  • Revenue- International Gross Revenue- Africa: $20.9 million versus $19.31 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a +23.7% change.
  • Revenue- International Gross Revenue- India: $61.6 million versus $65.13 million estimated by 16 analysts on average. Compared to the year-ago quarter, this number represents a -10.5% change.

View all Key Company Metrics for TransUnion here>>>

Shares of TransUnion have returned +7.1% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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