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TransUnion (TRU) guidance and outlook
TransUnion (TRU) raised some and lowered other parts of its guidance on Oct 27, 2026: Net income $127M for FY2026; Net income +10% for FY2026; EPS $0.66 for FY2026; EBITDA margin 35.6% for FY2026. TransUnion's 10-Q filed Jul 28, 2026 makes 8 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Net income | FY2026 | $127M | lowered |
| Net income | FY2026 | +10% | lowered |
| EPS | FY2026 | $0.66 | lowered |
| EBITDA margin | FY2026 | 35.6% | raised |
| EPS | FY2026 | $5.00 | reaffirmed |
| EBITDA | Q4 2026 | $8.0M | new |
| EBITDA | FY2026 | $30.0M | reaffirmed |
From the earnings release filed Oct 27, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Jul 28, 2026
- In turn, we believe consumers can be confident that their data identities will result in better offers and opportunities.
- As of the end of 2025, we completed the transformation plan to optimize our operating model and continue to advance our technology.
- • Accelerated technology investment includes Project Rise and the final phase of our technology investment announced in November 2023.
- As a result, we extended Project Rise’s timeline to 2024.
- In November 2023, we announced our plans to further leverage Neustar’s technology to standardize and streamline our product delivery platforms and to build a single global platform for fulfillment of our product lines.
- We will continue to monitor our liquidity position and may elect to raise funds through debt or equity financing in the future to fund significant investments or acquisitions that are consistent with our growth strategy.
- While we currently expect to continue to pay quarterly dividends, any determination to pay dividends in the future will be at the discretion of our Board and will depend on a number of factors, including our liquidity, results of operations, financial condition, contractual restrictions, restrictions imposed by applicable law and other factors that our Board deems appropriate.
- We currently have capacity and intend to continue to pay a quarterly dividend, subject to approval by our Board.
TransUnion's latest quarter
TransUnion, Q3 2026: revenue $1.3B (+12% year over year), operating margin 20.4%, net earnings $156M, operating cash flow $430M. The chart follows the revenue to costs, profit and cash.
Questions
Did TransUnion raise or lower its guidance?
TransUnion (TRU) raised some and lowered other parts of its guidance on Oct 27, 2026: Net income $127M for FY2026; Net income +10% for FY2026; EPS $0.66 for FY2026; EBITDA margin 35.6% for FY2026.
What does TransUnion expect?
In turn, we believe consumers can be confident that their data identities will result in better offers and opportunities. As of the end of 2025, we completed the transformation plan to optimize our operating model and continue to advance our technology. • Accelerated technology investment includes Project Rise and the final phase of our technology investment announced in November 2023.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.