Shares of TransUnion fell 1.0% following earnings as first quarter results and updated 2026 guidance appeared broadly in-line with investor expectations. Management maintained a cautious approach to full-year guidance, balancing Q1 outperformance against ongoing macro uncertainty.
- Organic constant currency revenue grew 11% in Q1, above previous guidance of 8% to 9%, with U.S. markets up 14% and Financial Services up 24% (14% ex-FICO mortgage royalties).
- International revenue was flat, with strength in Canada, the U.K., and Africa offset by a mid-single-digit decline in India; gradual improvement in India is expected through the year.
- Adjusted diluted EPS grew 12% year-over-year; adjusted EBITDA and EPS guidance were raised primarily due to the TU Mexico acquisition.
- Management reiterated full-year organic growth and margin guidance, opting to remain conservative given macro headwinds and recent volatility in rates and geopolitical factors.
- $25 million of share repurchases were made year-to-date, and increased repurchase activity is planned under the remaining $1 billion authorization.
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