Credit reporting company TransUnion (NYSE: TRU) will be reporting results this Thursday before market open. Here’s what investors should know.
TransUnion beat analysts’ revenue expectations by 3.2% last quarter, reporting revenues of $1.17 billion, up 7.8% year on year. It was a strong quarter for the company, with revenue guidance for next quarter beating analysts’ expectations and an impressive beat of analysts’ revenue estimates.
Is TransUnion a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting TransUnion’s revenue to grow 9.3% year on year to $1.13 billion, in line with the 8.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.03 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. TransUnion has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.6% on average.
Looking at TransUnion’s peers in the data & business process services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Broadridge delivered year-on-year revenue growth of 7.8%, beating analysts’ expectations by 6.5%, and SS&C reported revenues up 8.1%, topping estimates by 1.9%. Broadridge traded down 4.1% following the results while SS&C was up 3.2%.
Read our full analysis of Broadridge’s results here and SS&C’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the data & business process services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.6% on average over the last month. TransUnion is down 12.8% during the same time and is heading into earnings with an average analyst price target of $105.25 (compared to the current share price of $74.23).
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