TRU · 10-Q · 2026Q1 · Full report

U.S. Markets Performance

TransUnion · 2026-04-28 · Importance 54 · Surprise 40

U.S. Markets gross revenue was $975.1 million in Q1 2026, up $118.5 million, or 13.8%, versus Q1 2025. All three verticals increased: Financial Services (+$96.9 million, +24.0%), Emerging Verticals (+$19.8 million, +6.3%) and Consumer Interactive (+$1.7 million, +1.3%). Segment Adjusted EBITDA for U.S. Markets rose to $356.9 million, an increase of $36.7 million (11.5%), but Adjusted EBITDA margin contracted 0.8 percentage points to 36.6% primarily due to FICO mortgage royalties and higher variable product/fulfillment costs. Mortgage (within Financial Services) was a majority contributor to Financial Services growth from price and volume increases in the quarter.

Key facts