Nov 5, 4:10 PM ET
TransUnion's board appointed David Gilbert, currently Senior Vice President and CFO for International, as interim Chief Financial Officer effective January 1, 2027. The change follows CFO Todd Cello's previously announced resignation effective December 31, 2026, after which Cello will serve as a full-time advisor through March 1, 2027. The company says it continues to search for a permanent CFO.
- David Gilbert, who joined TransUnion in 1991, becomes interim CFO effective January 1, 2027.
- Gilbert receives a $15,000 monthly stipend for his interim service.
- Separate retention awards include $150,000 in cash, paid 50% in June 2027 and 50% in December 2027, and restricted stock units with a $150,000 grant date value that vest on the first anniversary of the grant.
- Todd Cello resigned as CFO on September 19, 2026, effective December 31, 2026.
Read the filing on SEC.gov ↗
Oct 27, 6:15 AM ET
TransUnion reported third-quarter 2026 revenue of $1.31 billion, up 12% from a year earlier, and GAAP diluted EPS of $0.81 versus $0.49. The company raised its 2026 Adjusted Diluted EPS guidance, kept revenue guidance at the high end of its range, and raised its total share repurchase authorization to $2 billion and its quarterly dividend to $0.135 per share.
- Q3 2026 revenue was $1,312 million, up 12% (8% organic constant currency); net income attributable to TransUnion was $156 million versus $97 million a year earlier.
- Adjusted Diluted EPS was $1.25 versus $1.10, up 14%; Adjusted EBITDA margin was 35.4% versus 36.3%.
- Board increased the share repurchase authorization by $1 billion to $2 billion in total, with $243 million repurchased year to date; the company expects to repurchase up to $500 million in 2026.
- Quarterly dividend raised to $0.135 per share from $0.125, payable November 25, 2026, to holders of record on November 10, 2026.
Read the filing on SEC.gov ↗
Sep 23, 5:00 PM ET
TransUnion said Chief Financial Officer Todd Cello will resign effective December 31, 2026, after 29 years with the company, including nine years as CFO. He will serve as a full-time advisor through March 1, 2027, and the company has begun a search for a successor, with an interim CFO expected if no replacement is hired by the transition date. TransUnion also reaffirmed its third quarter and full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted Earnings Per Share, and said the departure is not expected to affect operations or long-term financial targets.
- Todd Cello resigns as EVP and CFO effective December 31, 2026; he is not leaving over a disagreement with the company
- Cello provides transition services through March 1, 2027; the company's search for a successor is underway
- Transition agreement dated September 23, 2026 includes salary through March 1, 2027 and a 2026 annual bonus, subject to performance and employment through the transition date, plus COBRA coverage of up to 18 months and outplacement services
- TransUnion reaffirmed third quarter and full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS
Read the filing on SEC.gov ↗
Jul 28, 6:15 AM ET
TransUnion reported second-quarter 2026 revenue of $1.31 billion, up 15% from a year earlier, with diluted earnings per share of $0.74 versus $0.56. The company raised its full-year 2026 guidance, now expecting revenue growth of 12% to 13%, and the Adjusted EBITDA margin declined to 34.8% from 35.7%.
- Q2 2026 revenue was $1.31 billion, up 15%, or 10% on an organic constant currency basis, versus Q2 2025
- Diluted EPS was $0.74 versus $0.56; Adjusted Diluted EPS was $1.23 versus $1.08
- FY2026 revenue growth guidance raised to 12% to 13%; Adjusted Diluted EPS growth guidance is 11% to 12%
- Share repurchases totaled approximately $150 million year-to-date through July 2026
Read the filing on SEC.gov ↗
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