The Chicago-based company reported net income of $101.2 million, or 52 cents per share, a sharp increase from the $66.2 million recorded during the same period last year. On an adjusted basis, TransUnion earned $1.07 per share, surpassing the $1.03 consensus estimate from analysts polled by FactSet.

Total revenue climbed 13% to $1.17 billion, clearing market forecasts of $1.13 billion. This growth was largely anchored by the U.S. markets segment, which saw revenue surge 16%. Within that division, financial services led the expansion with a 19% increase, while emerging verticals grew by 16%.

Domestic Momentum and Future Outlook

While international revenue saw a more measured 4% uptick, the company’s core specialized offerings remained robust. According to the quarterly report, TransUnion’s credit, marketing, and fraud solutions each achieved "healthy double-digit" growth, reflecting a tightening focus on security and consumer verification tools.

Management also provided a roadmap for sustained expansion through the middle of the decade. For 2026, the company projects revenue growth between 8% and 9%, paired with adjusted earnings growth in the range of 8% to 10%.