Overview

* TransUnion ( TRU ) Q3 revenue grows 8%, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

* Company increases share repurchase authorization to $1 billion

Outlook

* TransUnion ( TRU ) raises 2025 revenue growth guidance to 8-8.5%

* Company projects Q4 revenue between $1,119 mln and $1,139 mln

Result Drivers

* U.S. FINANCIAL SERVICES - Revenue growth accelerated to 19% driven by strong performance in the U.S. Financial Services segment

* EMERGING VERTICALS - Emerging Verticals segment saw a 7.5% increase in revenue, contributing to overall growth

* INTERNATIONAL GROWTH - International operations grew 6% on an organic constant currency basis, with strong performance in the UK, Canada, and Africa

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.17 $1.13

Revenue bln bln (17

Analysts

)

Q3 Beat $1.10 $1.04

Adjusted (19

EPS Analysts

)

Q3 EPS $0.49

Q3 Beat $216 mln $204.26

Adjusted mln (13

Net Analysts

Income )

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the professional information services peer group is "buy"

* Wall Street's median 12-month price target for TransUnion ( TRU ) is $112.00, about 27.7% above its October 21 closing price of $80.94

* The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)