TRU · 10-Q · 2026Q1 · Full report

Adjusted Net Income and EPS

TransUnion · 2026-04-28 · Importance 47 · Surprise 22

Adjusted Net Income for the three months ended March 31, 2026 was $230.2 million, up $22.5 million or 10.9% from $207.6 million in Q1 2025. Adjusted diluted earnings per share were $1.18 in Q1 2026 versus $1.05 in Q1 2025, an increase of 12.5%. Total adjustments before income tax items in the reconciliation were $(116.7) million for Q1 2026, including M&A/divestiture related items. The quarter-over-quarter improvement in Adjusted Net Income was attributed primarily to improved operating performance, partially offset by higher net interest expense and an increased Adjusted Provision for Income Taxes due to higher pre-tax income.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomepositiverealized+19.9%Net income attributable to TransUnion was $397.1 million for the three months ended March 31, 2026 compared with $148.1 million for the…
operating_incomepositiverealized+18.8%Income before income taxes was $428.1 million for the three months ended March 31, 2026
operating_incomepositiverealized+2.0%Adjusted income before income taxes was $311.4 million for the three months ended March 31, 2026
net_incomepositiverealized+1.8%Adjusted Net Income was $230.2 million for the three months ended March 31, 2026