TransUnion Shares Climb on Upgraded Fiscal Outlook

Net income for the second quarter hit $143.4 million, or 74 cents a share, a notable increase from the $109.6 million reported during the same period last year. Adjusted earnings reached $1.23 per share, comfortably surpassing the $1.16 consensus estimate from FactSet analysts. Revenue climbed 15% to $1.31 billion, again outperforming market projections of $1.28 billion.

Chief Executive Chris Cartwright attributed the gains to robust performance in U.S. financial services and emerging verticals. Looking forward, the company adjusted its fiscal 2026 revenue target to a range of $5.13 billion to $5.16 billion, while earnings per share are now expected to land between $4.15 and $4.22. Despite this optimism, the company’s forecast for the third quarter—revenue between $1.29 billion and $1.31 billion—remains slightly more conservative than the 74-cent earnings per share target currently anticipated by Wall Street analysts.