TRU · 10-Q · 2026Q1 · Full report

International Revenue / Geographic Commentary

TransUnion · 2026-04-28 · Importance 74 · Surprise 58

International gross revenue was $274.0 million in Q1 2026, up $31.8 million, or 13.1%, versus Q1 2025, with acquisitions (Trans Union de Mexico and Monevo) contributing about 9.6 percentage points of the increase. Latin America led the regional growth with revenue up $21.1 million, or 64.4%, driven 56.0% by the Trans Union de Mexico acquisition and an 8.1% foreign currency lift. United Kingdom revenue rose $13.4 million (22.7%), where Monevo contributed ~8.1% of the increase and foreign currency added 7.5%. Adjusted EBITDA for International increased $11.9 million but margins decreased 0.9 percentage points primarily due to a mix shift in revenues.

Key facts

• $594.9 million of cash and cash equivalents was held outside the United States as of March 31, 2026
• $432.2 million of cash and cash equivalents was held outside the United States as of December 31, 2025
• TransUnion stated that macro-economic conditions in the U.K. and Canada were relatively stable in the first two months of 2026 and showed some recovery following a weak final quarter of 2025.
• TransUnion stated that India’s economy is highly sensitive to energy prices and that economic growth likely slowed in the final month of the quarter after relatively strong performance in the first two months, with regulatory actions continuing to slow credit expansion.