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Jun 30, 2023

TransUnion Q2 2023 Earnings Report

Reported a solid quarter with revenue growth driven by International strength and strategic investments.

Key Takeaways

TransUnion announced its Q2 2023 financial results, reporting a 2% increase in revenue (3% on a constant currency basis) driven by the International segment. The company prepaid $75 million in debt during the quarter and is maintaining its full-year 2023 guidance.

Revenues grew by 2 percent, or 3 percent on a constant currency basis, driven by strength in International.

Prepaid $75 million in debt in the quarter and intend to make additional prepayments throughout the year.

Announced a strategic partnership and minority investment in Truework.

Maintaining 2023 full-year guidance.

Total Revenue
$968M
Previous year: $948M
+2.1%
EPS
$0.86
Previous year: $0.98
-12.2%
Adjusted EBITDA
$339M
Adjusted EBITDA margin
35%
Previous year: 36.9%
-5.1%
Gross Profit
$603M
Previous year: $640M
-5.9%
Cash and Equivalents
$442M
Previous year: $522M
-15.3%
Free Cash Flow
$138M
Previous year: -$189M
-173.1%
Total Assets
$11.6B
Previous year: $11.9B
-2.1%

TransUnion

TransUnion

TransUnion Revenue by Segment

TransUnion Revenue by Geographic Location

Forward Guidance

TransUnion expects to deliver improving results with accelerating revenue and earnings growth in the second half of the year and is maintaining its 2023 full-year guidance.

Revenue & Expenses

Visualization of income flow from segment revenue to net income