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TransUnion beat Q1 estimates as U.S. Financial Services and broader U.S. momentum lift revenues 13.7% y/y, with AI and mortgage strength adding tailwinds.

As super prime ranks grow, non-prime consumers face mounting debt pressures As super prime ranks grow, non-prime consumers face mounting debt pressures

TransUnion earns a 'strong buy' rating, driven by robust organic growth, an accretive Mexico acquisition, and compelling valuation at 14x forward earnings. Q1 results exceeded guidance across all segments, with U.S. Financial Services up 24% and mortgage revenue surging 50%, highlighting broad-based business momentum. The Mexico acquisition expands TRU's market dominance, offers structural growth, and was secured at a 9.4x EV/EBITDA multiple—well below TRU's own trading multiple.

TransUnion (TRU) Q1 2026 Earnings Call Transcript

Although the revenue and EPS for TransUnion (TRU) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

TransUnion (TRU) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.05 per share a year ago.

CHICAGO, April 28, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) (the “Company”) today announced financial results for the quarter ended March 31, 2026.