TR
TRU
TRU What TransUnion promised, and what happened
Guidance
What management said, and what became of it
27 of 28 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY2026 adjusted diluted EPS guide | $1.13-$1.15, up 4%-6% | Mar 2026 | Adjusted diluted earnings per share was $1.23, up 13% year-over-year and $0.08 ahead of the high end of our guidance | Achieved |
| Canada, U.K. and Philippines core migration to OneTru | migrate Canada, U.K. and Philippines onto OneTru over the course of 2026 | Dec 2024 | Next up are our principal markets in Canada, in India, in the U.K. and of course, Mexico, where we want to move quickly there because there's a great opportunity. And again, once we complete that, which I would expect roughly to complete within the next 2 years | Delayed |
| FY2026 adjusted tax rate | approximately 26% | Dec 2025 | All other guidance items, including depreciation and amortization, net interest expense, adjusted tax rate and capital expenditures as a percent of revenue are unchanged from April | On Track |
The full ledger
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The rest of the ledger
Pro opens all 53 tracked commitments for TransUnion
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.