-=TransUnion (TRU) reported earnings on Fri 20 Apr 2018 (b/o)

TransUnion beats by $0.05, beats on revs; guides Q2 EPS, revs above consensus; raises FY18 outlook; announces agreement to acquire U.K.-based Callcredit

• Reports Q1 (Mar) earnings of $0.57 per share, excluding non-recurring items, $0.05 better than the Capital IQ Consensus of $0.52; revenues rose 18.1% year/year to $537.4 mln vs the $507.68 mln Capital IQ Consensus.
• Co issues upside guidance for Q2, sees EPS of $0.59-0.60, excluding non-recurring items, vs. $0.57 Capital IQ Consensus Estimate; sees Q2 revs of $534-539 mln vs. $525.98 mln Capital IQ Consensus Estimate.
• Co raises guidancefor FY18, sees EPS of $2.37-2.41 (Prior $2.26-2.31), excluding non-recurring items, vs. $2.31 Capital IQ Consensus Estimate; sees FY18 revs of $2.17-2.185 bln (Prior $2.12-2.14 bln) vs. $2.13 bln Capital IQ Consensus Estimate.
• The co also announced today its agreement to purchase Callcredit Information Group, Ltd., the second largest and fastest growing consumer credit bureau in the U.K., headquartered in Leeds. TransUnion agreed to acquire Callcredit for 1 billion, which is approximately $1.4 billion at today's exchange rate. The acquisition is anticipated to close late in the second quarter or early in the third quarter pending regulatory approval.

-=TransUnion (TRU) reported earnings on Fri 27 Oct 2017 (b/o)

TransUnion beats by $0.03, beats on revs; guides Q4 EPS in-line, revs above consensus 

• Reports Q3 (Sep) earnings of $0.49 per share, excluding non-recurring items, $0.03 better thanthe Capital IQ Consensus of $0.46; revenues rose 13.8% year/year to $498 mln vs the $475.52 mln Capital IQ Consensus.
• Adjusted EBITDA was $194 million, an increase of 17 percent (16 percent on a constant currency basis) compared with the third quarter of 2016. Adjusted EBITDA margin was 39.0 percent, an increase of 90 basis points compared with the third quarter of 2016.
• Co issues guidancefor Q4, sees EPS of $0.47-0.48, excluding non-recurring items, vs. $0.48 Capital IQ Consensus Estimate; sees Q4 revs of $482-487 mln vs. $472.77 mln Capital IQ Consensus Estimate.
  • "The fourth quarter revenue guidance includes approximately 2 percent growth from acquisitions, with no significant impact on revenue and Adjusted EBITDA from foreign exchange rates. Our guidance excludes the impact of any incremental revenue from Equifax related to credit monitoring that they are providing to consumers." 

=TransUnion (TRU) reported earnings on Tue 14 Feb 2017 (b/o)

TransUnion beats by $0.08, beats on revs; guides Q1 EPS above consensus, revs in-line; guides FY17 EPS above consensus, revs above consensus :

• Reports Q4 (Dec) earnings of $0.44 per share, $0.08 better than the Capital IQ Consensus of $0.36; revenues rose 12.9% year/year to $435.9 mln vs the $427.26 mln Capital IQ Consensus.
• Co issues guidance for Q1, sees EPS of $0.38-0.39 vs. $0.35 Capital IQ Consensus Estimate; sees Q1 revs of $440-445 mln vs. $441.68 mln Capital IQ Consensus Estimate.
• Co issues upside guidance for FY17, sees EPS of $1.71-1.76 vs. $1.58 Capital IQ Consensus Estimate; sees FY17 revs of $1.835-1.85 bln vs. $1.83 bln Capital IQ Consensus Estimate.
• "In 2017, we expect another strong year of revenue, Adjusted EBITDA and Adjusted EPS growth driven by solid broad-based growth across our diversified portfolio," said Peck. "As a result of our strong financial performance, balance sheet deleveraging, and a long-term growth plan built on continuous innovation, we will begin to appropriately and opportunistically return capital to our shareholders. To that end, today we are announcing our intention to repurchase up to $300 million of stock over the next three years."

=TransUnion (TRU) reported earnings on Tue 25 Oct 2016 (b/o)

TransUnion beats by $0.02, beats on revs; guides Q4 EPS in-line, revs above consensus :

• Reports Q3 (Sep) earnings of $0.38 per share, $0.02 better than the Capital IQ Consensus of $0.36; revenues rose 12.5% year/year to $437.6 mln vs the $424.72 mln Capital IQ Consensus.
• Adjusted EBITDA was $167 million, an increase of 19 percent, both as reported and on a constant currency basis compared with the third quarter of 2015.
• "The strong performance was broad-based and the result of consistently executing on our growth strategy, which is driven by our core business, new solutions, and faster growing verticals and geographies, and is enabling further investment in strategic growth initiatives that will continue to drive diversified top-line growth and strengthen our competitive position globally. We are confident that we will deliver a very strong 2016 and continue to be well positioned for 2017 and beyond."
• Co issues guidance for Q4, sees EPS of $0.34-0.35 vs. $0.35 Capital IQ Consensus Estimate; sees Q4 revs of $421-426 mln vs. $419.71 mln Capital IQ Consensus Estimate.

=TransUnion (TRU) reported Q1 earnings on Tue 26 Apr 2016 (a/h)

 TransUnion beats by $0.06, beats on revs; guides Q2 EPS in-line, revs in-line; guides FY16 EPS above consensus, revs above consensus  :

• Reports Q1 (Mar) earnings of $0.32 per share, $0.06 better than the Capital IQ Consensus of $0.26; revenues rose 15.0% year/year to $406 mln vs the $379.96 mln Capital IQ Consensus.
• Co issues in-line guidance for Q2, sees EPS of $0.31-0.32 vs. $0.32 Capital IQ Consensus Estimate; sees Q2 revs of $405-411 mln vs. $407.81 mln Capital IQ Consensus Estimate.
• Co issues upside guidance for FY16, sees EPS of $1.30-1.34 vs. $1.26 Capital IQ Consensus Estimate; sees FY16 revs of $1.63-1.65 bln vs. $1.63 bln Capital IQ Consensus Estimate.
• "TransUnion is off to a strong start in 2016, delivering another quarter of double-digit revenue and Adjusted EBITDA growth with over 200 basis points of margin expansion," said Jim Peck, TransUnion's president and chief executive officer. "All three segments exceeded expectations by executing on our strategy, which is generating broad based and balanced growth from our core business, new product growth initiatives, and from our higher growth verticals and markets. This robust performance enabled us to raise our full year guidance for revenue, Adjusted EBITDA and Adjusted EPS. Our pipeline of innovation is focused on driving value for our customers and positions us well for long-term growth."