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TransUnion (TRU) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, TransUnion (TRU - Free Report) reported revenue of $1.31 billion, up 12.2% over the same period last year. EPS came in at $1.25, compared to $1.10 in the year-ago quarter.

The reported revenue represents a surprise of +0.31% over the Zacks Consensus Estimate of $1.31 billion. With the consensus EPS estimate being $1.21, the EPS surprise was +3.31%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $976.8 million versus $987.11 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
  • Revenue- International: $339 million versus the six-analyst average estimate of $325.99 million. The reported number represents a year-over-year change of +30.3%.
  • Revenue- Total intersegment eliminations: $-3.3 million versus $-3.8 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.9% change.
  • Revenue- International Gross Revenue- Canada: $45.7 million versus $46.31 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.3% change.
  • Revenue- Total gross revenue: $1.32 billion compared to the $1.31 billion average estimate based on four analysts. The reported number represents a change of +12.2% year over year.
  • Revenue- U.S. Markets Gross Revenue- Financial Services: $485.5 million versus $489.89 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
  • Revenue- U.S. Markets Gross Revenue- Emerging Verticals: $351 million compared to the $351.46 million average estimate based on four analysts. The reported number represents a change of +6.3% year over year.
  • Revenue- U.S. Markets Gross Revenue- Consumer Interactive: $140.3 million versus $142.82 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.1% change.
  • Revenue- International Gross Revenue- Latin America: $98.7 million versus the four-analyst average estimate of $88.22 million. The reported number represents a year-over-year change of +192.9%.
  • Revenue- International Gross Revenue- UK: $75 million versus the four-analyst average estimate of $75.12 million. The reported number represents a year-over-year change of +5%.
  • Revenue- International Gross Revenue- Africa: $22.3 million versus $21.97 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15% change.
  • Revenue- International Gross Revenue- India: $73.7 million versus the four-analyst average estimate of $69.64 million. The reported number represents a year-over-year change of +7.6%.

View all Key Company Metrics for TransUnion here>>>

Shares of TransUnion have returned +20.3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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