TransUnion (TRU)
NYSEIndustrialsFinancial - Data & Stock ExchangesSnapshot 2026-11-05
$82.91+0.95%
Close 2026-11-05 · 1-day change
NYSEIndustrialsFinancial - Data & Stock ExchangesSnapshot 2026-11-05
QuarterlyIQ Insights · TRU
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks TRU against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 3 guided quarters · 108.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”
Stated in 4 of 5 supplied quarters. Management reported: “We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”” “We expect to deliver a third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”” Revenue was $1.312 billion in 2026-Q3.
“We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.””
“We expect to deliver a third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.””
““As laid out during our Investor Day, we have entered a period of innovation-led and scalable growth, increasing cash generation, and accretive capital deployment.”
“Introducing our initial guidance, we expect revenue to grow 8 to 9 percent and Adjusted Diluted EPS to grow 8 to 10 percent.””
On October 26, 2026, TransUnion’s Board of Directors increased the share repurchase authorization by $1 billion to $2 billion in total and declared a cash dividend of $0.135 per share, an increase fr…
Stated in 4 of 5 supplied quarters. Management reported: “On October 26, 2026, TransUnion’s Board of Directors increased the share repurchase authorization by $1 billion to $2 billion in total and declared a cash dividend of $0.135 per share, an increase from $0.125, for the third quarter of 2026.” “We have repurchased $200 million in shares year-to-date and increased our share repurchase program authorization to $1 billion.”
We continue to deliver increasingly diversified, innovation-led and scalable growth.
Stated in 3 of 5 supplied quarters. Management reported: “We delivered key milestones in the first half of the year, including substantial migrations of our U.S. credit customers to OneTru and an accelerated pace of new product introductions globally.” “We continue to deliver increasingly diversified, innovation-led and scalable growth.”
“We continue to deliver increasingly diversified, innovation-led and scalable growth.”
We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”
Stated in 4 of 5 supplied quarters. Management reported: “We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.”” “Introducing our initial guidance, we expect revenue to grow 8 to 9 percent and Adjusted Diluted EPS to grow 8 to 10 percent.”” Operating income was $267.200 million in 2026-Q3.
Advance technology modernization and product innovation, including OneTru migrations and new product introductions, to support growth across markets and solutions.
Over the trailing year it converted 0.64x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“On October 26, 2026, TransUnion’s Board of Directors increased the share repurchase authorization by $1 billion to $2 billion in total and declared a cash dividend of $0.135 per share, an increase fr…”
“We believe this progress positions us for strong financial performance, free cash generation and shareholder returns in the second half of the year.””
“Over the course of the year, we expect strong free cash flow to enable debt prepayments and greater return of capital to shareholders.””
“We have repurchased $200 million in shares year-to-date and increased our share repurchase program authorization to $1 billion.”
“We delivered key milestones in the first half of the year, including substantial migrations of our U.S. credit customers to OneTru and an accelerated pace of new product introductions globally.”
““As laid out during our Investor Day, we have entered a period of innovation-led and scalable growth, increasing cash generation, and accretive capital deployment.”
“We continue to expect 2026 to mark our third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.””
“We expect to deliver a third consecutive year of at least high-single digit organic constant currency revenue growth and double-digit Adjusted Diluted EPS growth.””
““As laid out during our Investor Day, we have entered a period of innovation-led and scalable growth, increasing cash generation, and accretive capital deployment.”
“Introducing our initial guidance, we expect revenue to grow 8 to 9 percent and Adjusted Diluted EPS to grow 8 to 10 percent.””