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Jun 30, 2025
TransUnion Q2 2025 Earnings Report
TransUnion reported solid Q2 2025 results with strong U.S. Financial Services growth and raised full-year guidance.
Key Takeaways
TransUnion achieved $1.14 billion in revenue for Q2 2025, driven by double-digit growth in U.S. Financial Services and solid international performance. Adjusted EBITDA increased 8%, and net income rose to $110 million. The company raised its full-year 2025 revenue guidance to 6–7% growth.
Total revenue grew 10% year-over-year to $1.14 billion.
Net income attributable to TransUnion was $110 million, up from $85 million last year.
Adjusted EBITDA was $407 million with a 35.7% margin.
U.S. Financial Services revenue grew 17%, and Canada and Africa delivered double-digit growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
TransUnion raised its full-year 2025 guidance, expecting 6–7% revenue growth supported by strong U.S. Financial Services and improving international performance.
Positive Outlook
- Raised full-year 2025 revenue growth guidance to 6–7%.
- U.S. Financial Services continues to drive double-digit growth.
- India and Africa show sustained strong growth momentum.
- De-levered to 2.8x leverage ratio, improving balance sheet.
- Continued progress in technology transformation and product innovation.
Challenges Ahead
- Latin America revenue slightly declined year-over-year.
- Asia Pacific reported a 7% revenue decline.
- Adjusted EBITDA margin slightly compressed versus last year.
- Market uncertainty and inflation remain macro headwinds.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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