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TransUnion (TRU) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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TransUnion (TRU - Free Report) reported $1.04 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 7.5%. EPS of $0.99 for the same period compares to $0.86 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.02 billion, representing a surprise of +1.65%. The company delivered an EPS surprise of +1.02%, with the consensus EPS estimate being $0.98.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how TransUnion performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Revenue- Total gross revenue: $1.04 billion versus the 12-analyst average estimate of $1.03 billion. The reported number represents a year-over-year change of +5.7%.
  • Revenue- International: $235.40 million compared to the $229.63 million average estimate based on 12 analysts. The reported number represents a change of +16.6% year over year.
  • Revenue- U.S. Markets: $809.30 million compared to the $799.14 million average estimate based on 12 analysts. The reported number represents a change of +26% year over year.
  • Revenue- Total intersegment eliminations: -$3.90 million versus the 12-analyst average estimate of -$5.02 million. The reported number represents a year-over-year change of -80.5%.
  • Revenue- Consumer Interactive: $142.10 million compared to the $141.06 million average estimate based on 11 analysts. The reported number represents a change of -1.3% year over year.
  • Revenue- U.S. Markets- Emerging Verticals: $308.50 million versus the 11-analyst average estimate of $306.12 million. The reported number represents a year-over-year change of -0.6%.
  • Revenue- International Gross Revenue- Asia Pacific: $26.20 million versus $25.61 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +16.4% change.
  • Revenue- U.S. Markets- Financial Services: $358.70 million compared to the $352.43 million average estimate based on 11 analysts. The reported number represents a change of +8.1% year over year.
  • Revenue- International Gross Revenue- Canada: $38.80 million versus $38.09 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +10.9% change.
  • Revenue- International Gross Revenue- Latin America: $34.50 million compared to the $32.05 million average estimate based on 11 analysts. The reported number represents a change of +15.4% year over year.
  • Revenue- International Gross Revenue- UK: $56.60 million compared to the $53.59 million average estimate based on 11 analysts. The reported number represents a change of +15.5% year over year.
  • Revenue- International Gross Revenue- Africa: $15.80 million versus the 11-analyst average estimate of $15.41 million. The reported number represents a year-over-year change of +9%.
View all Key Company Metrics for TransUnion here>>>

Shares of TransUnion have returned +5.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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