- TransUnion (TRU, Financial) reports Q1 2025 revenue growth of 7% to $1,096 million.
- Diluted earnings per share increased to $0.75 from $0.33 in Q1 2024.
- Maintains 2025 revenue growth guidance of 4.5-6% on a constant currency basis.
TransUnion (TRU) has announced strong financial results for the first quarter of 2025, showcasing a significant improvement across all key financial metrics. The company reported a 7% increase in total revenue, reaching $1,096 million compared to the first quarter of 2024, with an 8% growth on a constant currency basis.
Net income attributable to TransUnion more than doubled, rising from $65 million to $148 million. This increase was partly attributed to a $56 million reduction in lawsuit accruals. Consequently, diluted earnings per share also saw a substantial rise to $0.75 from $0.33 in Q1 2024.
The U.S. Markets segment demonstrated robust performance with a 9% revenue growth. The Financial Services sector led this growth with a 15% increase, while the Emerging Verticals sector recorded a 6% rise. Meanwhile, international revenue grew by 2% as reported, and by 6% on a constant currency basis.
TransUnion's Adjusted EBITDA grew by 11% to $397 million in the first quarter, with the margin improving to 36.2% from the previous year's 35.1%. The company has maintained its 2025 organic constant currency revenue growth guidance at 4.5-6% despite the impressive first quarter performance, citing potential market risks as a factor. Additionally, TransUnion de-levered to a 2.9x leverage ratio and repurchased $10 million in shares by mid-April 2025.
