TransUnion

NYSE:TRU Lagerbericht

Marktkapitalisierung: US$13.3b

TransUnion Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 4/6

TransUnion verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 4.6%, während die Gewinne der Branche Professional Services jährlich um gewachsen und zwar um 12.3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.7%. Die Eigenkapitalrendite von TransUnion beträgt 14.6% und die Nettomargen betragen 14.9%.

Wichtige Informationen

4.60%

Wachstumsrate der Gewinne

4.08%

EPS-Wachstumsrate

Professional Services Wachstum der Industrie10.99%
Wachstumsrate der Einnahmen10.69%
Eigenkapitalrendite14.60%
Netto-Marge14.90%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Analyseartikel May 09

We Think That There Are Issues Underlying TransUnion's (NYSE:TRU) Earnings

TransUnion ( NYSE:TRU ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...

Recent updates

Narrativ-Update Jun 06

TRU: Cloud Data Partnerships Will Offset Legal Overhang And Support Future Upside

Analysts have trimmed their price target on TransUnion by about $1 to $90.10, reflecting updated assumptions for revenue growth, profit margins, and future P/E that keep the overall outlook relatively consistent. What's in the News TransUnion reported Q1 2026 adjusted earnings of $1.18 per share and updated full year guidance, including expected 2026 revenue of $5.1b to $5.135b and diluted EPS of $4.04 to $4.11, along with guidance for Q2 2026 that includes expected revenue of $1.271b to $1.283b and diluted EPS of $0.61 to $0.64.
Narrativ-Update May 21

TRU: AI Data Solutions Will Offset Legal Overhang And Support Future Upside

Analysts have trimmed their price target on TransUnion by about $1 to roughly $91. This reflects updated assumptions for slightly higher discount rates, modestly softer revenue growth and profit margins, and a small adjustment to the expected future P/E multiple.
Analyseartikel May 09

We Think That There Are Issues Underlying TransUnion's (NYSE:TRU) Earnings

TransUnion ( NYSE:TRU ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Seeking Alpha Apr 29

TransUnion: Continued Organic Growth And A Smart Acquisition (Rating Upgrade)

Summary TransUnion earns a 'strong buy' rating, driven by robust organic growth, an accretive Mexico acquisition, and compelling valuation at 14x forward earnings. Q1 results exceeded guidance across all segments, with U.S. Financial Services up 24% and mortgage revenue surging 50%, highlighting broad-based business momentum. The Mexico acquisition expands TRU's market dominance, offers structural growth, and was secured at a 9.4x EV/EBITDA multiple—well below TRU’s own trading multiple. Management’s guidance appears conservative, with a track record of outperformance and clear levers for further EPS upside as integration and product expansion progress. Read the full article on Seeking Alpha
Narrativ-Update Apr 24

TRU: AI Data Solutions And Fraud Controls Will Drive Future Upside

Analysts have slightly reduced their average price target on TransUnion from $93.25 to about $92.29, reflecting updated assumptions for revenue growth, profitability, the discount rate, and the future P/E. What's in the News Launched Digital Business Profile, a single portal that distributes small business details across more than 80 directories, maps, apps and social platforms.
Neues Narrativ Apr 13

AI And Global Platform Transformation Will Drive Powerful Long Term Tailwinds

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help businesses assess risk and engage customers. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Apr 10

TRU: AI Credit Analytics And Fraud Controls Will Support Future Upside Potential

Analysts have trimmed their TransUnion fair value estimate by about $1 to $93.25 as a slightly higher discount rate, modestly softer revenue growth and profit margin inputs, and a marginally higher future P/E assumption are reflected in updated models. What's in the News Launched TruIQ Credit Strategy Studio, a self-service prescreen tool that lets lender marketing teams build, test and deploy campaigns in one place.
Narrativ-Update Mar 26

TRU: AI Analytics And Fraud Prevention Will Support Stronger Future Returns

Analysts have kept their $94.60 price target for TransUnion unchanged, citing updated assumptions that reflect a slightly higher discount rate, a modestly revised revenue growth outlook, and a small adjustment to expected future P/E and profit margin levels. What's in the News Launched TruLookup for Real Estate, a mobile first app that combines ownership verification, fraud checks, safety screening and prospecting tools for real estate professionals, with rollout planned through participating associations and brokerages in early April (Key Developments).
Narrativ-Update Mar 12

TRU: AI Credit Analytics And Rental Data Will Support Stronger Returns

Analysts have trimmed their price target for TransUnion from $94.75 to $94.60, reflecting slightly higher discount rate assumptions, modestly revised revenue growth expectations of about 8.58%, and a small adjustment to projected profit margins and future P/E levels. What's in the News TransUnion introduced a 99 cent price point per mortgage origination score for VantageScore 4.0, positioning the product as a lower cost option for lenders and aligning with Federal Housing Finance Agency efforts to support score competition and homebuyer affordability.
Narrativ-Update Feb 25

TRU: Rental Data And Media Partnerships Will Support Stronger Future Returns

Analysts have trimmed their price target on TransUnion to $94.75 from $105.25 as they now apply slightly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E multiple in their valuation work. What's in the News The board declared a quarterly cash dividend of $0.125 per share for Q4 2025, payable on March 13, 2026, to shareholders of record on February 26, 2026 (company announcement).
Neues Narrativ Feb 14

AI And Data Monetization Will Shape A Stable Long Term Outlook

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help lenders and businesses make risk and customer decisions. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Feb 09

TRU: Fraud And Rental Data Solutions Will Support Stronger Future Returns

Analysts have nudged their price target on TransUnion slightly lower from US$105.50 to US$105.25, citing updated assumptions for discount rates, revenue growth, profit margins and forward P/E multiples. What's in the News TransUnion is partnering with FrontLobby to incorporate rental payment data into its alternative data reporting system, allowing on time rent payments to appear on credit reports in a separate rental category and giving housing providers more visibility into tenant performance, with FrontLobby members reporting up to a 92% reduction in delinquencies.
Narrativ-Update Jan 25

TRU: Fraud And Device Risk Solutions Will Support Stronger Future Returns

Analysts have trimmed their price target for TransUnion to about $105.50 from roughly $106.60, citing modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News TransUnion reported breakthrough results from a collaboration with Actable that used TruAudience Marketing Solutions data to improve AI marketing model fit by 10% and cut false positives by 19.5% for a major retailer's win back campaign.
Narrativ-Update Jan 10

TRU: Advanced Fraud Solutions And Guidance Will Drive Stronger Future Shareholder Returns

Analysts have slightly reduced their fair value estimate for TransUnion from US$107.25 to US$106.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News TransUnion introduced major upgrades to its Device Risk solution, adding cross session device identification without relying on cookies, adaptive machine learning models, and advanced anomaly detection aimed at helping businesses spot risky devices and fraud patterns in real time (Product related announcement).
Analyseartikel Jan 05

TransUnion's (NYSE:TRU) Returns Have Hit A Wall

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Narrativ-Update Dec 16

TRU: Expanded Buybacks Will Drive Stronger Future Shareholder Returns

Analysts have nudged their price target on TransUnion slightly higher, lifting estimated fair value by about $0.30 per share to $107.25. They are factoring in marginally faster revenue growth and a modestly richer future earnings multiple, despite a slight compression in projected profit margins and discount rate.
Narrativ-Update Dec 01

TRU: Expanded Buyback and Product Launches Will Drive Shareholder Returns

Analysts have maintained TransUnion's price target at $106.95, citing stable projections in revenue growth, profit margin, and the discount rate as supporting factors for their unchanged outlook. What's in the News TransUnion announced a strategic partnership with Snappt, integrating Snappt's Applicant Trust Platform into TruVision Resident Screening to enhance income verification and tenant screening (Client Announcements).
Narrativ-Update Nov 17

TRU: Expanded Partnerships And Equity Buyback Will Drive Shareholder Upside

Narrative Update on TransUnion Analysts have modestly increased their price target for TransUnion to $106.95 per share, up from $106.70. This change reflects slight adjustments in revenue growth expectations and updated financial assumptions.
Narrativ-Update Nov 02

TRU: Raised Buyback Plan And Inclusive Mortgage Data Will Drive Upside

Analysts have slightly reduced their price target for TransUnion from $107.00 to $106.70, citing updated expectations for revenue growth and profitability. What's in the News TransUnion raised its 2025 full-year earnings guidance, projecting 8% to 8.5% revenue growth.
Narrativ-Update Oct 18

Digital Transformation And India Expansion Will Drive Future Opportunities

Analysts have lowered their price target for TransUnion from $111.80 to $107.00. This change reflects more cautious assumptions on revenue growth and profit margins, even though the discount rate has been only slightly reduced.
Narrativ-Update Oct 04

Digital Transformation And India Expansion Will Drive Future Opportunities

Analysts have slightly reduced their price target for TransUnion to $111.80 from $113.15, citing modest adjustments to long-term growth and risk assumptions in their updated outlook. What's in the News TransUnion (NYSE:TRU) added to S&P 1000 (Key Developments) Joined S&P 400, S&P 400 Industrials (Sector), and S&P 400 Professional Services (Industry) (Key Developments) Included in S&P Composite 1500 (Key Developments) Company repurchased 494,500 shares between April 1, 2025 and July 15, 2025, completing a buyback of 557,853 shares for $47 million (Key Developments) Issued new financial guidance for Q3 and full year 2025, projecting revenues between $1,115 million and $1,135 million for Q3, and $4,432 million to $4,472 million for the year (Key Developments) Valuation Changes The consensus analyst price target has decreased modestly from $113.15 to $111.80.
Analyseartikel Sep 08

Does TransUnion (NYSE:TRU) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jul 25

Is TransUnion (NYSE:TRU) Trading At A 49% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, TransUnion fair value estimate is US$192 TransUnion's US$98.43...
Analyseartikel Jun 21

Is It Time To Consider Buying TransUnion (NYSE:TRU)?

Today we're going to take a look at the well-established TransUnion ( NYSE:TRU ). The company's stock saw a significant...

Aufschlüsselung der Einnahmen und Ausgaben

Wie TransUnion Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

NYSE:TRU Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 264,7267041,3370
31 Dec 254,5764551,2090
30 Sep 254,4424201,1840
30 Jun 254,3573921,1590
31 Mar 254,2583671,1350
31 Dec 244,1842841,2390
30 Sep 244,1012241,2260
30 Jun 243,985-1621,2110
31 Mar 243,912-1931,1930
31 Dec 233,831-2051,1720
30 Sep 233,779-1831,0750
30 Jun 233,7492121,0850
31 Mar 233,7292531,0760
31 Dec 223,7102491,1510
30 Sep 223,5982521,2280
30 Jun 223,4032681,1660
31 Mar 223,1832901,0750
31 Dec 212,9603599080
30 Sep 212,6833768190
30 Jun 212,6363867990
31 Mar 212,5423388110
31 Dec 202,5312937930
30 Sep 202,7043248320
30 Jun 202,6973138220
31 Mar 202,7243498180
31 Dec 192,4632997740
30 Sep 192,5843717840
30 Jun 192,4983277650
31 Mar 192,3992787360
31 Dec 182,3172787070
30 Sep 182,2104216760
30 Jun 182,1054426280
31 Mar 182,0164526060
31 Dec 171,9344415870
30 Sep 171,8642465640
30 Jun 171,8032185580
31 Mar 171,7541705530
31 Dec 161,7051215410
30 Sep 161,655905420
30 Jun 161,607455280
31 Mar 161,559255100
31 Dec 151,50765000
30 Sep 151,456-264890
30 Jun 151,405-254710

Qualität der Erträge: TRU hat einen großen einmalig Gewinn von $234.0M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.

Wachsende Gewinnspanne: TRUDie aktuellen Gewinnspannen (14.9%) sind höher als im letzten Jahr (8.6%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: TRUIn den letzten 5 Jahren sind die Gewinne von 4.6% jährlich gestiegen.

Beschleunigtes Wachstum: TRUDas Gewinnwachstum des Unternehmens im letzten Jahr (91.7%) übertrifft seinen 5-Jahres-Durchschnitt (4.6% pro Jahr).

Erträge im Vergleich zur Industrie: TRU Das Gewinnwachstum im vergangenen Jahr (91.7%) übertraf das der Branche Professional Services 8.9% .


Eigenkapitalrendite

Hohe Eigenkapitalrendite: TRUDie Eigenkapitalrendite des Unternehmens (14.6%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/09 07:51
Aktienkurs zum Tagesende2026/06/09 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

TransUnion wird von 28 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research