TransUnion Tops Q1 Expectations, Raises Revenue Outlook

TransUnion TRU shares are trading higher on Thursday after the company reported first-quarter 2025 revenue reached $1.096 billion, up 7% year-over-year (Y/Y and +8% Y/Y on a constant currency basis), beating the consensus of $1.07 billion.

Revenue from U.S. Markets reached $857 million, up 9% year over year, led by growth in mortgage and accelerating non-mortgage Financial Services and Emerging Verticals.

Meanwhile, International revenue rose 2% year over year to $242 million in the quarter, aided by high-single-digit growth across most markets and an increase in low single digits in India.

Adjusted EBITDA rose 11% Y/Y to $397 million. The adjusted EBITDA margin of 36.2% is up from 35.1% in the year-ago quarter.

Adjusted EPS of $1.05 exceeded the consensus of 97 cents.

For the year, operating cash flow came in at $53 million. Cash and cash equivalents totaled $610 million as of March 31, 2025.

The company bought back shares up to $10 million through mid-April.

CEO Chris Cartwright said, ”Should conditions deteriorate, we are prepared to prudently manage costs while prioritizing the completion of our business transformation to deliver structural cost savings and accelerate innovation.”

Outlook: TransUnion projects second-quarter adjusted EPS of $0.95-$0.99, vs. consensus estimate of $1.02 , and revenue of $1.076 billion to $1.095 billion, vs. street view of $1.10 billion.

The company reaffirms FY25 adjusted EPS of $3.93 – $4.08 vs. the consensus estimate of $4.07 and raised the outlook of revenue to  $4.36 billion-$4.42 billion (from $4.333 billion–$4.393 billion prior), compared to an estimate of $4.38 billion.

The company maintains its 2025 organic constant currency revenue guidance of 4.5 to 6%.

“We are actively monitoring conditions but to date have not experienced softening volumes in our business,” Cartwright added.

Investors can gain exposure to the stock via VanEck ETF Trust VanEck Morningstar Wide Moat Growth ETF MGRO and VanEck Morningstar ESG Moat ETF MOTE.

Price Action: TRU shares are up 2.87% at $79.47 at the last check Thursday.

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