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TransUnion
TransUnion (TRU) investor relations material
TransUnion Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 and full-year 2025 results exceeded guidance, with organic revenue up 12% and U.S. market up 16% year-over-year.
Adjusted diluted EPS grew 10% in Q4, or 14% excluding tax rate reset impact; full-year Adjusted EBITDA margin reached 36%.
Completed major tech transformation on time and within budget, driving innovation, operational efficiency, and ~$130M annual OpEx savings.
Returned $390 million to shareholders via buybacks and dividends in 2025; quarterly dividend raised to $0.125 per share.
Announced and completed strategic acquisitions, including Monevo and majority stake in TransUnion de México (expected to close H1 2026).
Financial highlights
Q4 2025 revenue: $1.171B, up 13% year-over-year; Adjusted EBITDA: $417M, up 10%; margin 35.6%.
Full-year 2025 revenue: $4.6B, up 9%; Adjusted EBITDA: $1.65B, margin 36%.
Adjusted Diluted EPS for Q4: $1.07, up 10% year-over-year.
U.S. Markets revenue up 16% organic constant currency; Financial Services up 19%, Emerging Verticals up 16%.
International Q4 revenue up 4%; Canada up 13%, U.K. up 10%, India down 4%.
Outlook and guidance
2026 organic constant currency revenue growth guided at 8%-9%; Adjusted EBITDA up 7%-8%; Adjusted Diluted EPS up 8%-10%.
Q1 2026 revenue guidance: $1.195B–$1.205B (+9–10% YoY); Adjusted Diluted EPS: $1.08–$1.10.
Full-year 2026 Adjusted EBITDA: $1.76B–$1.78B; margin: 35.5–35.7%.
Guidance excludes TransUnion de México acquisition, expected to close H1 2026.
Free cash flow conversion expected at 90%+ of adjusted net income in 2026.
2026 margin impact from tech investment completion?
Drivers of negative growth in India/Asia Pacific?
2026 capital allocation: buybacks vs. M&A?
How AI strengthens TransUnion's data moats?
India's path to double-digit growth?
Realized FCF savings from transformation?
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Next TransUnion earnings date
Q1 202623 Apr, 2026
TransUnion
Next TransUnion earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
TransUnion provides risk and information solutions to businesses and individuals to help identify and manage credit, identity, and other types of risk. The company operates in three segments: U.S. Markets, International, and Consumer Interactive. The U.S. Markets segment delivers core credit reporting services, as well as information solutions that enable professionals to manage risk across their business operations. The International segment offers information solutions that enable professionals to manage risk across their business operations globally, particularly in emerging markets such as India. The company is based in Chicago, Illinois.
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