TransUnion (TRU) Form 8-K — Oct 27, 2026
TransUnion delivered strong Q3 2026 results, with revenue of $1,312 million up 12% year-over-year and adjusted diluted EPS of $1.25, up 14%, exceeding the high end of guidance. Net income rose to $156 million from $97 million a year ago, and adjusted EBITDA grew 9% to $465 million. The Board increased the share repurchase authorization by $1 billion to $2 billion total and raised the quarterly dividend to $0.135 per share from $0.125, payable November 25. The company repurchased ~$243 million of shares year-to-date and expects ~$500 million for full-year 2026.
Key figures
- Eps
- 0.81
- Guidance
- FY2026 revenue $5,131M-$5,162M (8-9% organic CC); Adjusted EBITDA $1,808M-$1,827M; Adjusted Diluted EPS raised to $4.81-$4.88 from $4.75-$4.83
- Net Income
- 156.2
- Revenue Yoy
- 12%
- Cash Position
- 883.1
- Shares Outstanding
- 190700000
- Leverage Ratio
- 2.5
- Adjusted Ebitda
- 464.8
- Ytd Repurchases
- $243 million
- Adjusted Net Income
- 241.6
- Quarterly Dividend
- $0.135 per share (from $0.125)
- Adjusted Diluted Eps
- 1.25
- Adjusted Ebitda Margin
- 35.4%
- Buyback Authorization
- $2 billion total (raised by $1 billion)
- Fy2026 Revenue Guidance
- $5,131M-$5,162M
- Fy2026 Repurchase Target
- ~$500 million
- Revenue Growth Organic CC
- 8%
- Fy2026 Adjusted Diluted Eps Guidance
- $4.81-$4.88
AI analysis
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