TransUnion (TRU) Q4 Earnings Watch: Revenue Guidance Up 9.3% Expects

TransUnion (NYSE:TRU) will report fourth-quarter results Thursday, February 12, 2026, before the market opens. The company outperformed in Q3, recording $1.17 billion in revenue, 7.8% higher than the prior year, and beating revenue estimates by 3.2%. For Q4, analysts expect revenue to rise 9.3% YoY to $1.13 billion and adjusted earnings of $1.03 per share. TransUnion has beaten revenue guidance by an average of 2.6% over the past two years. Peer results provide context: Broadridge revenue growth was 7.8% YoY, outpacing estimates by 6.5%, while SS&C posted 8.1% growth, 1.9% above estimates. Following their earnings, Broadridge fell 4.1% and SS&C rose 3.2%. TransUnion is down 12.8% in the last month, trading at $74.23 versus an average analyst price target of $105.25. Macroeconomic uncertainty, including potential trade policy shifts and corporate tax discussions, could temper growth despite the sector’s resilience.