TransUnion (TRU) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates

Core Viewpoint - Analysts forecast that TransUnion (TRU) will report quarterly earnings of $0.99 per share, indicating no change from the previous year, with revenues expected to reach $1.1 billion, reflecting a 5.6% increase year-over-year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.3% higher over the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Estimates - The consensus estimate for 'Revenue- U.S. Markets' is $853.91 million, showing a year-over-year change of +5.5% [5]. - 'Revenue- International' is expected to reach $248.04 million, indicating a +5.4% change from the previous year [5]. - Total gross revenue is projected at $1.10 billion, reflecting a +5.5% year-over-year change [5]. Segment Revenue Estimates - 'Revenue- U.S. Markets gross revenue- Financial Services' is forecasted to be $392.61 million, a +9.5% increase from the prior year [6]. - 'Revenue- U.S. Markets gross revenue- Emerging Verticals' is estimated at $321.70 million, indicating a +4.3% change [6]. - 'Revenue- International Gross Revenue- Canada' is projected at $39.93 million, a +2.9% change year-over-year [7]. - 'Revenue- International Gross Revenue- Latin America' is expected to be $33.80 million, reflecting a -2% change [7]. - 'Revenue- International Gross Revenue- UK' is anticipated to reach $65.00 million, indicating a +14.8% change [8]. - 'Revenue- International Gross Revenue- Asia Pacific' is forecasted at $26.66 million, a +1.8% change [8]. - 'Revenue- International Gross Revenue- Africa' is expected to be $17.03 million, reflecting a +7.8% change [9]. - 'Revenue- International Gross Revenue- India' is projected at $66.14 million, indicating a +4.2% change [9]. Adjusted EBITDA - The average prediction for 'Adjusted EBITDA- U.S. Markets' is $322.74 million, compared to $315.80 million reported in the same quarter last year [10]. Stock Performance - Shares of TransUnion have shown a +10% return over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [10].