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TransUnion TRU Change in AR

Change in AR at other companies

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EquifaxEFX
$58.3M+6.0%
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Fair IsaacFICO
$122.04M-1.6%
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Fidelity National Information ServicesFIS
$8M-11.1%
Global Payments logo
Global PaymentsGPN
-$44.18M-220%
Cognizant logo
CognizantCTSH
$143M-19.2%
UL Solutions logo
UL SolutionsULS
$87M+7.4%

Other financials

Income statement

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Revenue$1.2B+13.7%
Operating income$244.8M-3.8%
Net income$397.1M+168%
EPS (diluted)$2.04+172%

Balance sheet

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Cash & equivalents$732.5M+20.1%
Total debt$5.6B+9.2%
Total equity$4.8B+8.4%
Total assets$12.0B+10.0%

Cash flow

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Operating cash flow$84.2M+60.4%
CapEx$65.2M-4.7%
Free cash flow$19.0M+219%

Valuation

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Market cap$12.45B-17.6%
Enterprise value$17.35B-12.0%
P/E17.7×-23.5×
P/S2.6×-0.9×

Profitability

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Gross margin59.8%
Operating margin17.9%0.0pp
Net margin14.9%+6.3pp
FCF margin14.7%+2.8pp

Returns & leverage

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Return on equity15.4%+6.7pp
Debt / equity1.2×0.0×
Current ratio1.9×-0.1×

Where this comes from

Reported directly by TransUnion in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

The official record: TransUnion’s 10-Q, filed April 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is TransUnion's change in AR?
TransUnion (TRU) reported change in AR of $139.5M in Q1 2026.
How has TransUnion's change in AR changed year-over-year?
TransUnion's change in AR increased by 56.9% year-over-year, from $88.9M to $139.5M.
What is the long-term trend for TransUnion's change in AR?
Over 2 years (2023 to 2025), TransUnion's change in AR has grown at a -6.0% compound annual growth rate (CAGR), from $135.1M to $119.4M.
What does change in AR mean?
The change in the amount of money customers owe the company for services already provided.
How do you interpret change in AR?
A consistent increase relative to revenue may signal deteriorating collection efficiency or aggressive revenue recognition, while a decrease suggests strong cash collection.
How does change in AR compare across companies?
Benchmark against Days Sales Outstanding (DSO); peers in the credit bureau space generally maintain stable collection cycles.