0001552033-26-000025
SEC filingTransUnion announced strong Q1 2026 results with 14% revenue growth and raised full-year guidance, primarily driven by the acquisition of majority ownership in Trans Union de Mexico and outperformance in U.S. Financial Services.
TransUnion delivered a strong first quarter in 2026, exceeding guidance on revenue, Adjusted EBITDA, and Adjusted Diluted EPS. Total revenue rose 14% to $1,246 million, driven by 11% organic constant currency growth. The U.S. Markets segment was the primary growth engine, posting 14% organic growth with particular strength in Financial Services (+24%) and Emerging Verticals (+6%). The International segment remained flat on an organic constant currency basis, as growth in Canada, the U.K., and Africa was offset by declines in India and Asia Pacific.
Net income saw a substantial increase to $397 million, largely due to a $225 million gain recognized on the Company's previously held equity interest in Trans Union de Mexico, which was consolidated following the acquisition of a majority ownership interest on March 2, 2026. Adjusted EBITDA increased 10% to $438 million, though margin contracted 100 basis points to 35.2%, attributed to the impact of FICO mortgage royalties and recent acquisitions.
Management raised full-year 2026 revenue guidance to a range of $5.1 billion to $5.135 billion, primarily to reflect the consolidation of Trans Union de Mexico, while maintaining organic constant currency growth assumptions. The Company emphasized its focus on innovation-led scalable growth and AI-powered solutions, noting that AI-enabled customers are consuming more data and adopting innovations more rapidly. Liquidity remains robust with $733 million in cash, and the Company indicated expectations for strong free cash flow to support debt prepayments and capital returns.