TransUnion reports 13% revenue increase in Q4 2025

By Chris Stiles • Thursday, February 12 12:53 • Permanent Link

TransUnion (NYSE: TRU) has announced its financial results for the fourth quarter and full-year ended December 31, 2025. The company's total revenue for the fourth quarter was $1,171 million, reflecting an increase of 13 percent compared to the same period in 2024. Net income attributable to TransUnion for the quarter was $101 million, up from $66 million in the fourth quarter of 2024. Diluted earnings per share also saw a substantial increase, reaching $0.52 compared to $0.34 for the same period in 2024.

For the full year 2025, TransUnion reported total revenue of $4,576 million, marking a 9 percent increase compared to 2024. Net income attributable to TransUnion for the year was $455 million, up from $284 million in 2024. Diluted earnings per share for the full year 2025 stood at $2.32, compared to $1.45 in 2024.

In terms of adjusted metrics, the company reported that adjusted net income for the fourth quarter of 2025 was $208 million, an increase from $192 million for the same period in 2024. Adjusted diluted earnings per share for the fourth quarter of 2025 were $1.07, up from $0.97 for the fourth quarter of 2024. For the full year 2025, adjusted net income was $846 million, compared with $769 million in 2024. Adjusted diluted earnings per share for the full year 2025 were $4.30, up from $3.91 in 2024.

TransUnion also announced that it repurchased approximately $150 million of shares in the fourth quarter, bringing the total for 2025 to $300 million. The company raised its quarterly dividend to $0.125 per share, an increase from $0.115, effective in the fourth quarter of 2025. Looking ahead, TransUnion introduced its 2026 financial guidance, expecting to deliver 8 to 9 percent revenue growth.

In terms of segment results, the company reported strong performance in its U.S. markets, with financial services revenue growing by 19 percent and emerging verticals by 16 percent. Additionally, the international segment saw revenue growth of 4 percent in the fourth quarter of 2025.

TransUnion's cash and cash equivalents were $854 million at December 31, 2025, compared to $679 million at December 31, 2024. The company reported cash provided by operating activities of $988 million for the year ended December 31, 2025, compared to $832 million in 2024.

TransUnion's board of directors declared a cash dividend of $0.125 per share for the fourth quarter of 2025, payable on March 13, 2026, to shareholders of record on February 26, 2026. The company also increased its borrowing capacity under its senior secured revolving credit facility to $1.0 billion.

Looking forward to the first quarter and full year of 2026, TransUnion expects revenue growth of 8 to 9 percent and adjusted diluted earnings per share growth of 8 to 10 percent.

As a result of these announcements, the company's shares have moved 1.13% on the market, and are now trading at a price of $86.22. Check out the company's full 8-K submission here.

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