TransUnion Non-GAAP EPS of $1.25 beats by $0.04, revenue of $1.31B in-line; gives Q4 and FY outlook

• TransUnion press release (TRU): Q3 Non-GAAP EPS of $1.25 beats by $0.04.
• Revenue of $1.31B (+12.0% Y/Y) in-line.
• Adjusted EBITDA was $465 million for the quarter, compared with $425 million for the third quarter of 2025, an increase of 9 percent (10 percent on a constant currency basis and 5 percent on an organic constant currency basis). Adjusted EBITDA margin was 35.4 percent, compared with 36.3 percent in the third quarter of 2025.
• FY26 revenue consensus of $5.16B, EPS consensus of $4.80. Q4 revenue consensus of $1.29B, EPS consensus of $1.20

• Fourth Quarter and Full Year 2026 Outlook

  Our guidance is based on a number of assumptions that are subject to change, many of which are outside of the control of the Company, including general macroeconomic conditions, interest rates, inflation and regulatory changes. There are numerous evolving factors that we may not be able to accurately predict. There can be no assurance that the Company will achieve the results below.

  						Three Months Ended December 31, 2026												Twelve Months Ended December 31, 2026
  (in millions, except per share data)						Low						High						Low						High
  Revenue, as reported						$	1,264					$	1,294					$	5,131					$	5,162
  Growth rates1:
  As reported						8		%				10		%				12		%				13		%
  Constant currency1, 2						8		%				11		%				12		%				13		%
  Organic constant currency1, 3						3		%				6		%				8		%				9		%
  Net income attributable to TransUnion						$	127					$	140					$	823					$	837
  Growth rate						25		%				38		%				81		%				84		%
  Net income attributable to TransUnion margin						10.0		%				10.8		%				16.0		%				16.2		%
  Diluted Earnings per Share						$	0.66					$	0.73					$	4.26					$	4.32
  Growth rate						26		%				40		%				84		%				87		%
  Adjusted EBITDA, as reported5						$	450					$	468					$	1,808					$	1,827
  Growth rate, as reported4						8		%				12		%				10		%				11		%
  Adjusted EBITDA margin						35.6		%				36.2		%				35.2		%				35.4		%
  Adjusted Diluted Earnings per Share5						$	1.15					$	1.22					$	4.81					$	4.88
  Growth rate						7		%				14		%				12		%				13		%

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