TransUnion (TRU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
I am initiating a 'buy' rating on TransUnion with a fair value of $107, driven by strong data analytics investments and geographic expansion. Despite current US credit market weakness, I expect recovery as the Fed cuts rates, supporting gradual growth in mortgage and auto loan volumes. TransUnion's cloud platform, M&A strategy, and operational efficiencies are driving margin expansion and positioning the company to outgrow the market.
TransUnion expands with key acquisitions and award-winning tech, backed by strong liquidity and data-driven growth momentum.
Rapid growth of the big data and analytics market, and a strategic buyout strategy are benefiting TransUnion's stock.
TRU's top line in the first quarter of 2025 improves on the back of growing financial services and emerging vertical revenues.
TransUnion (NYSE:TRU ) Q1 2025 Earnings Conference Call April 24, 2025 9:30 AM ET Company Participants Greg Bardi – Vice President-Investor Relations Chris Cartwright – President and Chief Executive Officer Todd Cello – Executive Vice President and Chief Financial Officer Conference Call Participants Jeff Meuler – Baird Andrew Steinerman – JPMorgan Toni Kaplan – Morgan Stanley Faiza Alwy – Deutsche Bank Jason Haas – Wells Fargo Ashish Sabadra – RBC Capital Markets Tom Roesch – William Blair Manav Patnaik – Barclays Operator Good morning, and welcome to the TransUnion 2025 First Quarter Earnings Conference Call. All participants will be in listen-only mode.
Although the revenue and EPS for TransUnion (TRU) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TransUnion (TRU) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.92 per share a year ago.
Get a deeper insight into the potential performance of TransUnion (TRU) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
TransUnion's net income and EPS have fluctuated but are expected to improve due to transformation initiatives and debt reduction, making it a Buy. Revenue increased by 9%, net income turned positive, and adjusted EPS and EBITDA showed significant growth, indicating a positive financial trend. Strategic initiatives, including technology modernization and a freemium partnership with Credit Sesame, are expected to drive future growth and productivity.
TransUnion (TRU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Growth in revenues across Financial Services and Emerging Vertical benefits TRU's top line in the fourth quarter of 2024.