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Jun 30, 2022

TransUnion Q2 2022 Earnings Report

TransUnion's second quarter performance in 2022 was driven by market-leading growth in Financial Services, Insurance, Public Sector, and Media, along with double-digit organic growth internationally.

Key Takeaways

TransUnion reported a strong second quarter in 2022, with revenue of $948 million, a 30% increase year-over-year. Adjusted EBITDA was $350 million, up 19% year-over-year, and adjusted diluted EPS was $0.98, an 11% increase year-over-year. The company saw strong organic revenue growth, particularly in U.S. Markets and International.

U.S. consumer health remains positive due to high employment and income growth.

Emerging markets rebounded after pandemic restrictions were lifted, with outsized growth in India, APAC, and LatAm.

Acquisitions performed well with growing sales pipelines and cost synergies ahead of targets.

Strong 9% organic revenue growth was achieved excluding U.S. mortgage.

Total Revenue
$948M
Previous year: $774M
+22.5%
EPS
$0.98
Previous year: $0.96
+2.1%
Adjusted EBITDA margin
36.9%
Previous year: 41.1%
-10.2%
Gross Profit
$640M
Previous year: $524M
+22.2%
Cash and Equivalents
$522M
Previous year: $526M
-0.8%
Free Cash Flow
-$189M
Previous year: $179M
-205.5%
Total Assets
$11.9B
Previous year: $7.4B
+60.6%

TransUnion

TransUnion

TransUnion Revenue by Segment

TransUnion Revenue by Geographic Location

Revenue & Expenses

Visualization of income flow from segment revenue to net income