TransUnion posts strong Q3 results, raises FY26 EPS guidance and share buyback program

TransUnion reported third‑quarter 2026 revenue of about $1.31 billion, up 12% year‑over‑year, and net income of $156 million. Adjusted diluted EPS rose 14% to $1.25, beating estimates. The company lifted its full‑year 2026 adjusted EPS outlook to $4.81‑$4.88 and increased its share‑repurchase authorization to $2 billion while raising the quarterly dividend to $0.135 per share.

The higher EPS guidance suggests stronger profitability than consensus, which may support the stock price. The expanded buyback authorization and dividend increase enhance capital return to shareholders.

  • 1Revenue for the quarter was $1,312 million, a 12% increase year‑over‑year (12% on a constant‑currency basis).
  • 2Net income attributable to TransUnion was $156 million, up from $97 million a year earlier.
  • 3Adjusted diluted earnings per share was $1.25, a 14% increase versus the prior year.
  • 4Full‑year 2026 adjusted EPS guidance was raised to a range of $4.81‑$4.88.
  • 5The board increased the share‑repurchase authorization by $1 billion to a total of $2 billion.
  • 6The quarterly dividend was raised to $0.135 per share, up from $0.125.

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