Seeking AlphaCodex · 实盘不做把握 1/10
北京时间·🕒 发布 07-28 18:26:38时区推断·⟳ 抓取 07-28 18:32:17·⚡ 决策 07-29 08:03:43 +13h31m·90.9 天前
TransUnion指引表格内容残缺且日期口径异常
正文主要是残缺表格，包含2026年9月30日三个月和2026年12月31日十二个月指引区间，但缺少标题、上下文和本次实际业绩。
📄 原文Seeking Alpha↗ 原文
TransUnion Non-GAAP EPS of $1.23 beats by $0.08, revenue of $1.31B beats by $30M
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, 2026 | | Twelve Months E…
不做 TransUnion（TRU.US）
正文残缺且日期/上下文异常，无法判断方向和剩余edge，内容需人工复核。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 正文主要是残缺表格，包含2026年9月30日三个月和2026年12月31日十二个月指引区间，但缺少标题、上下文和本次实际业绩。
- 表格显示全年收入51.27亿-51.62亿美元、调整后EPS 4.75-4.83美元等数字，但无法判断这是上修、下修还是常规指引。
主要风险
- 内容格式不可读且信息不全，无法建立方向、量级和执行边界。
原文全文
展开原文 · 1,522 字
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| | | Three Months Ended September 30, 2026 | | Twelve Months Ended December 31, 2026 |
| (in millions, except per share data) | | Low | | High | | Low | | High |
| Revenue, as reported | | $ | 1,292 | | | $ | 1,310 | | | $ | 5,127 | | | $ | 5,162 | |
Revenue growth1: | | | | | | | | |
| As reported | | 11 | % | | 12 | % | | 12 | % | | 13 | % |
Constant currency1, 2 | | 11 | % | | 12 | % | | 12 | % | | 13 | % |
Organic constant currency1, 3 | | 6 | % | | 8 | % | | 8 | % | | 9 | % |
| | | | | | | | | |
Net income attributable to TransUnion | | $ | 132 | | | $ | 138 | | | $ | 807 | | | $ | 821 | |
Net income attributable to TransUnion growth | | 37 | % | | 43 | % | | 77 | % | | 80 | % |
Net income attributable to TransUnion margin | | 10.2 | % | | 10.5 | % | | 15.7 | % | | 15.9 | % |
| | | | | | | | | |
| Diluted Earnings per Share | | $ | 0.68 | | | $ | 0.71 | | | $ | 4.15 | | | $ | 4.22 | |
| Diluted Earnings per Share growth | | 38 | % | | 45 | % | | 79 | % | | 82 | % |
| | | | | | | | | |
Adjusted EBITDA, as reported5 | | $ | 455 | | | $ | 463 | | | $ | 1,807 | | | $ | 1,827 | |
Adjusted EBITDA growth, as reported4 | | 7 | % | | 9 | % | | 10 | % | | 11 | % |
| Adjusted EBITDA margin | | 35.2 | % | | 35.4 | % | | 35.2 | % | | 35.4 | % |
| | | | | | | | | |
Adjusted Diluted Earnings per Share5 | | $ | 1.18 | | | $ | 1.21 | | | $ | 4.75 | | | $ | 4.83 | |
| Adjusted Diluted Earnings per Share growth | | 7 | % | | 10 | % | | 11 | % | | 12 | % |
| | | Three Months Ended September 30, 2026 | | Twelve Months Ended December 31, 2026 |
| (in millions, except per share data) | | Low | | High | | Low | | High |
| Revenue, as reported | | $ | 1,292 | | | $ | 1,310 | | | $ | 5,127 | | | $ | 5,162 | |
Revenue growth1: | | | | | | | | |
| As reported | | 11 | % | | 12 | % | | 12 | % | | 13 | % |
Constant currency1, 2 | | 11 | % | | 12 | % | | 12 | % | | 13 | % |
Organic constant currency1, 3 | | 6 | % | | 8 | % | | 8 | % | | 9 | % |
| | | | | | | | | |
Net income attributable to TransUnion | | $ | 132 | | | $ | 138 | | | $ | 807 | | | $ | 821 | |
Net income attributable to TransUnion growth | | 37 | % | | 43 | % | | 77 | % | | 80 | % |
Net income attributable to TransUnion margin | | 10.2 | % | | 10.5 | % | | 15.7 | % | | 15.9 | % |
| | | | | | | | | |
| Diluted Earnings per Share | | $ | 0.68 | | | $ | 0.71 | | | $ | 4.15 | | | $ | 4.22 | |
| Diluted Earnings per Share growth | | 38 | % | | 45 | % | | 79 | % | | 82 | % |
| | | | | | | | | |
Adjusted EBITDA, as reported5 | | $ | 455 | | | $ | 463 | | | $ | 1,807 | | | $ | 1,827 | |
Adjusted EBITDA growth, as reported4 | | 7 | % | | 9 | % | | 10 | % | | 11 | % |
| Adjusted EBITDA margin | | 35.2 | % | | 35.4 | % | | 35.2 | % | | 35.4 | % |
| | | | | | | | | |
Adjusted Diluted Earnings per Share5 | | $ | 1.18 | | | $ | 1.21 | | | $ | 4.75 | | | $ | 4.83 | |
| Adjusted Diluted Earnings per Share growth | | 7 | % | | 10 | % | | 11 | % | | 12 | % |
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。