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Compared to Estimates, TransUnion (TRU) Q2 Earnings: A Look at Key Metrics

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TransUnion (TRU - Free Report) reported $1.31 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.9%. EPS of $1.23 for the same period compares to $1.08 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.29 billion, representing a surprise of +1.73%. The company delivered an EPS surprise of +7.9%, with the consensus EPS estimate being $1.14.

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: $992.7 million compared to the $979.05 million average estimate based on five analysts. The reported number represents a change of +11.5% year over year.
  • Revenue- U.S. Markets Gross Revenue- Consumer Interactive: $142.5 million versus $144.36 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -3% change.
  • Revenue- International: $320.8 million versus $299.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +26.9% change.
  • Revenue- International Gross Revenue- Asia Pacific: $22.1 million versus $23.85 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -9.8% change.
  • Revenue- International Gross Revenue- India: $65.1 million compared to the $64.53 million average estimate based on five analysts. The reported number represents a change of -2.3% year over year.
  • Revenue- International Gross Revenue- Africa: $21 million versus the five-analyst average estimate of $21.01 million. The reported number represents a year-over-year change of +15.4%.
  • Revenue- U.S. Markets Gross Revenue- Financial Services: $496.3 million versus the five-analyst average estimate of $490.29 million. The reported number represents a year-over-year change of +18.2%.
  • Revenue- U.S. Markets Gross Revenue- Emerging Verticals: $353.9 million compared to the $345.23 million average estimate based on five analysts. The reported number represents a change of +9.4% year over year.
  • Revenue- International Gross Revenue- Canada: $46.4 million versus $46 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.7% change.
  • Revenue- International Gross Revenue- Latin America: $92.7 million versus $62.97 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +171.9% change.
  • Revenue- International Gross Revenue- UK: $73.5 million versus the five-analyst average estimate of $73.21 million. The reported number represents a year-over-year change of +9.4%.
  • Revenue- Total gross revenue: $1.31 billion versus $1.28 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.9% change.

View all Key Company Metrics for TransUnion here>>>

Shares of TransUnion have returned +7.6% over the past month versus the Zacks S&P 500 composite's +1.7% 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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