TransUnion Raises Annual Guidance as International Revenue Climbs 27%
The global information provider reported second-quarter revenue of $1,310 million, a 15% increase from a year earlier.
TransUnion (TRU) reported second-quarter revenue that grew 15% to $1,310 million.
The results reflected a period of aggressive inorganic expansion, particularly across global markets, which offset a slight decline in domestic consumer interactive services.
Net income attributable to TransUnion rose to $143 million from $110 million in the second quarter of 2025. The associated margin expanded to 10.9% from 9.6%. Adjusted EBITDA rose 12% to $456 million, though the adjusted EBITDA margin compressed to 34.8% from 35.7% in the prior-year period.
Growth in the U.S. Markets segment reached 11%, supported by an 18% increase in Financial Services and 9% growth in Emerging Verticals. Consumer Interactive revenue declined 3%.
International revenue grew 27%, with organic constant currency growth at 6%. This result was driven by reported growth of 172% in Latin America, alongside high-single digit growth in the U.K. and India. This trajectory was due to the acquisition of Trans Union de México and the mobile division of RealNetworks LLC.
TransUnion raised its full-year 2026 revenue guidance to 12% to 13% growth, with organic constant currency growth expected between 8% and 9%.
Capital expenditures as a percentage of revenue fell to 5% for the first six months of 2026, down from 7% during the same period last year. The company also increased year-to-date share repurchases to approximately $150 million through July 2026.