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Mar 31
TransUnion Q1 2025 Earnings Report
TransUnion exceeded Q1 2025 financial guidance across all key metrics and delivered robust earnings growth.
Key Takeaways
TransUnion delivered strong Q1 2025 results with revenue and profit growth driven by U.S. Financial Services and stable international performance. Adjusted EBITDA and earnings per share showed significant improvements.
Revenue grew 7% YoY to $1.10 billion, with 8% organic growth on a constant currency basis.
Net income surged to $148.1 million, more than doubling YoY, aided by a legal accrual reversal.
Adjusted EBITDA margin expanded to 36.2%, up from 35.1% last year.
The company reaffirmed full-year 2025 guidance for organic constant currency revenue growth between 4.5% and 6%.
TransUnion
TransUnion
TransUnion Revenue by Segment
TransUnion Revenue by Geographic Location
Revenue by Segment
U.S. Financial Services Revenue
CapyFin.comU.S. Emerging Verticals Revenue
CapyFin.comTotal Consumer Interactive Revenue
CapyFin.comRevenue by Geographic Location
Canada Revenue
CapyFin.comLatin America Revenue
CapyFin.comUnited Kingdom Revenue
CapyFin.comAfrica Revenue
CapyFin.comIndia Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com Forward Guidance
TransUnion maintained its full-year 2025 guidance amid strong Q1 results, while acknowledging potential market risks ahead.
Positive Outlook
- Q1 outperformance supports confidence in full-year outlook.
- Organic constant currency revenue growth guided at 4.5% to 6%.
- Expected benefit of 1% from recent acquisitions in Q2 2025.
- 2% revenue growth contribution from mortgage sector anticipated.
- Adjusted EBITDA margin expected to stay above 35%.
Challenges Ahead
- Anticipated 1% currency headwind for Q2 and FY2025.
- Q2 2025 net income projected to decline YoY.
- Adjusted EPS growth guided to flat or slightly down in Q2.
- Macroeconomic risks remain elevated.
- Cash from operations impacted by higher bonus payouts and AR timing.