TransUnion Q2 2026 Earnings Recap

The market reacted positively, up 8.4%, reflecting TransUnion’s earnings and raised full-year guidance that beat expectations on organic revenue growth and adjusted diluted EPS, driven by broad-based strength across segments and continued innovation momentum.

Key Takeaways

• Organic constant currency revenue grew 10% in Q2, above prior guidance of 8-9%, with U.S. markets up 11%, led by Financial Services at +18%.
• Adjusted diluted EPS increased 13% year-over-year, underpinning raised full-year guidance to 11-12% growth, up from 9-11%.
• The firm highlighted progress on its OneTru platform migration with 60% of U.S. match activity now on the new system, enhancing innovation velocity with 40 new AI-powered product launches in H1.
• Emerging verticals grew 9%, with strong double-digit growth in insurance and robust results internationally, including high single-digit growth in India and the U.K.
• The company reduced leverage to 2.6x and repurchased approximately $150 million of stock year-to-date, maintaining capacity for further buybacks under its $1 billion authorization.