TransUnion — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
TransUnion reported Q2 2026 revenue of $1,310M (+15% reported, +10% organic constant currency) and Adjusted Diluted EPS of $1.23 (+13% YoY), exceeding guidance. YTD through July, the company repurchased ~$150M in shares and acquired ~68% ownership of Trans Union de Mexico for ~$603M (investing activities for H1). Full-year 2026 guidance raised: revenue now $5,127–5,162M (12–13% growth, 8–9% organic), Adjusted EBITDA $1,807–1,827M (10–11% growth), and Adjusted Diluted EPS $4.75–4.83 (11–12% growth, up from prior 9–11%). Leverage Ratio improved to 2.6x as of Q2 2026.
Why this rating
Strong beat and raised guidance are positive, but magnitude is moderate vs. $17.1B market cap. ~$603M acquisition (3.5% of market cap) and ~$150M buyback are meaningful but not transformative. Organic growth solid but not exceptional at 10% ex-FICO. Execution is solid, not trajectory-shifting.
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