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Sep 30, 2021

TransUnion Q3 2021 Earnings Report

TransUnion's Q3 2021 financial results were announced, demonstrating strong financial performance driven by business wins, innovation, and market recovery.

Key Takeaways

TransUnion announced strong Q3 2021 results with a 14% increase in total revenue to $792 million. Net income attributable to TransUnion was $114 million, or $0.59 per diluted share, and Adjusted EBITDA was $327 million, representing a 41.3% margin.

Delivered strong financial performance as a result of business wins, successful innovation and ongoing market recovery.

Increased full year 2021 financial guidance to reflect third quarter out-performance and continued improvement in the global macro-economic environment.

Announced intent to acquire Neustar, a premier identity resolution company; the transaction is expected to close in the fourth quarter.

Announced intent to acquire Sontiq, a leading provider of consumer identity protection services; the transaction is expected to close in the fourth quarter.

Total Revenue
$792M
Previous year: $696M
+13.8%
EPS
$1.01
Previous year: $0.81
+24.7%
Adjusted EBITDA
$327M
Previous year: $270M
+21.1%
Adj. EBITDA Margin
41.3%
Previous year: 38.8%
+6.4%
Gross Profit
$533M
Previous year: $474M
+12.5%
Cash and Equivalents
$709M
Previous year: $554M
+28.0%
Free Cash Flow
$219M
Previous year: $135M
+62.4%
Total Assets
$7.51B
Previous year: $7.2B
+4.3%

TransUnion

TransUnion

TransUnion Revenue by Segment

TransUnion Revenue by Geographic Location

Forward Guidance

TransUnion provided its outlook for the fourth quarter and full year 2021, but did not provide specific details beyond revenue and earnings.

Revenue & Expenses

Visualization of income flow from segment revenue to net income