TRU Stock Barely Moves Since Reporting Q2 Earnings Beat: Here's Why

Core Insights - TransUnion (TRU) reported strong second-quarter 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate [1][10] - Despite the earnings beat, TRU's stock price has not shown significant movement since the results were released on July 24 [1] Financial Performance - TRU's adjusted earnings per share (EPS) of $1.08 surpassed the consensus estimate by 9.1% and increased by 9.1% year-over-year [2] - Total revenues reached $1.1 billion, exceeding the consensus mark by 3.7% and rising 9.5% from the previous year [2] - Adjusted EBITDA was $407 million, reflecting an 8% year-over-year growth and beating the estimate of $383.9 million [7] Revenue Breakdown - U.S. Markets segment revenues were $890 million, a 10% increase year-over-year, surpassing the estimate of $833.5 million [3] - Financial Services within the U.S. Markets segment saw revenues of $420 million, up 17% from the year-ago quarter [3] - International segment revenues increased 7% year-over-year to $253 million, though it missed the expectation of $258.3 million [4] Regional Performance - Revenues from Canada were $42 million, up 9% year-over-year, exceeding the projection of $41 million [4] - Revenues from India increased 5% to $67 million but fell short of the estimate of $72.9 million [5] - Revenues from the U.K. were $67 million, up 19% year-over-year, surpassing the estimated figure of $60.2 million [6] Guidance and Outlook - For Q3 2025, TRU raised revenue guidance to $1.115-$1.135 billion, slightly below the Zacks Consensus Estimate of $1.13 billion [11] - Adjusted EPS guidance was increased to 99 cents-$1.04, with the Zacks Consensus Estimate at $1.04 [12] - For the full year 2025, revenue guidance was raised to $4.43-$4.47 billion, aligning with the Zacks Consensus Estimate [13]