TransUnion hosts investor day, sets medium-term growth targets
TransUnion (NYSE: TRU) hosted its 2026 Investor Day on March 10 in New York City, outlining growth plans and reintroducing medium-term financial targets.
The credit reporting company announced expectations for high-single digit organic constant-currency revenue growth per year, including high-single digit growth in U.S. Markets and low-double digit growth internationally. Credit, Marketing and Fraud Solutions are expected to grow high-single digit or greater, while Consumer Solutions is projected to grow mid-single digit or greater.
TransUnion also set targets for 50 basis points of underlying Adjusted EBITDA margin expansion per year and low-to-mid teens Adjusted Diluted Earnings per Share growth annually, including contribution from capital deployment actions.
"After several years of transformational investment, TransUnion has built a global platform designed for scale," said Chris Cartwright, President and CEO. "We are now at a strategic inflection point, ready to unlock the full value of what we've built for an AI-driven economy."
The company confirmed its expectation to deliver 90 percent or greater free cash flow conversion over the medium-term and indicated an increased focus on returning capital to shareholders through share repurchases and dividends.
TransUnion reiterated its full year 2026 financial guidance previously released on February 12, 2026. The guidance excludes the acquisition of majority ownership of Trans Union de México, which closed on March 2, 2026. The company plans to incorporate this acquisition into its full-year 2026 guidance with its first quarter earnings results.
The event featured discussions on TransUnion's data foundation, AI-powered OneTru technology platform, and growth drivers across its Credit, Marketing, Fraud and Consumer Solutions segments.
