TransUnion Q3调整后EPS小幅超预期、营收持平预期，但Q4指引与利润率偏弱，盘前冲高回落

TransUnion press release ( TRU ): Q3 Non-GAAP EPS of $1.25 beats by $0.04 . Revenue of $1.31B (+12.0% Y/Y) in-line. Adjusted EBITDA was $465 million for the quarter, compared with $425 million for the third quarter of 2025, an increase of 9 percent (10 percent on a constant currency basis and 5 percent on an organic constant currency basis). Adjusted EBITDA margin was 35.4 percent, compared with 36.3 percent in the third quarter of 2025. FY26 revenue consensus of $5.16B, EPS consensus of $4.80. Q4 revenue consensus of $1.29B, EPS consensus of $1.20 Fourth Quarter and Full Year 2026 Outlook Our guidance is based on a number of assumptions that are subject to change, many of which are outside of the control of the Company, including general macroeconomic conditions, interest rates, inflation and regulatory changes. There are numerous evolving factors that we may not be able to accurately predict. There can be no assurance that the Company will achieve the results below. Three Months Ended  December 31, 2026 Twelve Months Ended  December 31, 2026 (in millions, except per share data) Low High Low High Revenue, as reported $ 1,264 $ 1,294 $ 5,131 $ 5,162 Growth rates1: As reported 8 % 10 % 12 % 13 % Constant currency1, 2 8 % 11 % 12 % 13 % Organic constant currency1, 3 3 % 6 % 8 % 9 % Net income attributable to TransUnion $ 127 $ 140 $ 823 $ 837 Growth rate 25 % 38 % 81 % 84 % Net income attributable to TransUnion margin 10.0 % 10.8 % 16.0 % 16.2 % Diluted Earnings per Share $ 0.66 $ 0.73 $ 4.26 $ 4.32 Growth rate 26 % 40 % 84 % 87 % Adjusted EBITDA, as reported5 $ 450 $ 468 $ 1,808 $ 1,827 Growth rate, as reported4 8 % 12 % 10 % 11 % Adjusted EBITDA margin 35.6 % 36.2 % 35.2 % 35.4 % Adjusted Diluted Earnings per Share5 $ 1.15 $ 1.22 $ 4.81 $ 4.88 Growth rate 7 % 14 % 12 % 13 % Click to enlarge