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TransUnion TRU Emerging Verticals — Revenue

Other product segments

Financial Services
$496.3M+18.2%
Consumer Interactive
$142.5M-3.0%

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Other financials

Income statement

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Revenue$1.3B+14.9%
Operating income$258.0M+34.2%
Net income$143.4M+30.8%
EPS (diluted)$0.74+32.1%

Balance sheet

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Cash & equivalents$839.1M+22.1%
Total debt$5.6B+8.7%
Total equity$4.8B+7.1%
Total assets$12.2B+9.6%

Cash flow

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Operating cash flow$374.9M+28.7%
CapEx$69.2M-10.1%
Free cash flow$305.7M+42.7%

Valuation

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Market cap$15.32B-13.5%
Enterprise value$20.09B-9.4%
P/E20.8×-24.4×
P/S3.1×-0.9×

Profitability

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Gross margin67.1%
Operating margin18.7%+0.9pp
Net margin15.1%+6.1pp
FCF margin16.1%+4.7pp

Returns & leverage

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Return on equity15.8%+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:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: TransUnion’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 4:24 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001552033-26-000047
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Gross Revenue:
U.S. Markets:
Financial Services$496.3$419.9$996.8$823.5
Emerging Verticals353.9323.6688.5638.5
Consumer Interactive142.5146.9282.4285.1
Total U.S. Markets$992.7$890.4$1,967.8$1,747.0
International:
Canada$46.4$42.3$89.7$80.1

ITEM 1. UNAUDITED CONSOLIDATED FINANCIAL STATEMENTS

FAQ

What is TransUnion's emerging verticals — revenue?
TransUnion (TRU) reported emerging verticals — revenue of $353.9M in Q2 2026.
How has TransUnion's emerging verticals — revenue changed year-over-year?
TransUnion's emerging verticals — revenue increased by 9.4% year-over-year, from $323.6M to $353.9M.
What is the long-term trend for TransUnion's emerging verticals — revenue?
Over 4 years (2021 to 2025), TransUnion's emerging verticals — revenue has grown at a 17.1% compound annual growth rate (CAGR), from $701M to $1.32B.
What does emerging verticals — revenue mean?
This metric represents the total revenue generated by the company's Emerging Verticals business segment, which focuses on high-growth, non-traditional markets outside of core credit reporting. It captures income from specialized services such as fraud prevention, identity management, and advanced analytics tailored for non-financial industries. This segment is a key indicator of the company's ability to diversify its revenue streams beyond traditional consumer credit data.

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