Every material Form 8-K TransUnion has filed with the SEC since July 25, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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
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
TransUnion reported first quarter 2026 revenue of $1.25 billion, up 14%, with diluted earnings per share of $2.04 versus $0.75 a year earlier. Net income was lifted by a $225 million gain on the company's previously held stake in Trans Union de Mexico, and the company raised its full-year 2026 guidance mainly to reflect its completed majority acquisition of that business.
Revenue was $1.25 billion, up 14% (11% organic constant currency), led by U.S. Financial Services.
Net income attributable to TransUnion was $397 million versus $148 million, including a $225 million gain; adjusted diluted EPS was $1.18 versus $1.05.
Adjusted EBITDA was $438 million, up 10%, with an adjusted EBITDA margin of 35.2% versus 36.2%.
TransUnion reported fourth-quarter 2025 revenue of $1,171 million, up 13% from a year earlier, and diluted EPS of $0.52 versus $0.34, with the company saying results exceeded its prior guidance. It also introduced 2026 guidance calling for 8% to 9% revenue growth and 8% to 10% Adjusted Diluted EPS growth, and on February 11, 2026 it added $400 million of revolving credit commitments, bringing total revolving commitments to $1.0 billion.
Q4 2025 net income attributable to TransUnion was $101 million, versus $66 million a year earlier; Adjusted EBITDA was $417 million, up 10%, with margin of 35.6% versus 36.5%.
Full-year 2026 guidance: revenue of $4,946 million to $4,981 million and Adjusted Diluted EPS of $4.63 to $4.71.
First-quarter 2026 guidance: net income attributable to TransUnion of $118 million to $123 million, a decline of 17% to 20%.
On February 11, 2026, total revolving credit commitments rose to $1.0 billion under Amendment No. 25 to the Credit Agreement, with Deutsche Bank AG New York Branch as administrative agent.
TransUnion's Board voted to increase its size from 10 to 12 members and appointed Sayan Chakraborty and Charlotte B. Yarkoni as directors, effective January 5, 2026. The appointments add technology and cloud/AI product experience to the Board, but the filing reports no financial results or changes to company operations.
Board expanded from 10 to 12 members, effective January 5, 2026
Sayan Chakraborty, 58, former President of Workday, joins the Technology Committee
Charlotte B. Yarkoni, 56, former Microsoft President of Commerce, Ecosystems, Cloud and AI, joins the Compensation Committee
Both directors will serve until the 2026 annual meeting of stockholders and receive standard non-employee director compensation
TransUnion reported third-quarter 2025 revenue of $1,170 million, up 8% from a year earlier, and net income attributable to TransUnion of $97 million, compared with $68 million. The company raised its 2025 revenue growth guidance to 8 to 8.5 percent and increased its share repurchase authorization to $1 billion, which matters to shareholders because it signals stronger earnings and a larger capital return program.
Q3 2025 revenue was $1,170 million, up 8% from the third quarter of 2024
Net income attributable to TransUnion was $97 million, versus $68 million; diluted EPS was $0.49, versus $0.35
2025 revenue growth guidance now calls for 8 to 8.5 percent
Share repurchase authorization increased to $1 billion; $200 million repurchased year to date
TransUnion reported second quarter 2025 revenue of $1,140 million, up 10% from a year earlier, and net income attributable to TransUnion of $110 million, compared with $85 million. The company raised its full-year 2025 revenue growth expectation to 6 to 7 percent, which signals higher expected sales growth for shareholders.
Diluted EPS was $0.56 versus $0.44 in Q2 2024; Adjusted Diluted EPS was $1.08 versus $0.99.
Adjusted EBITDA was $407 million, up 8%, with a margin of 35.7% versus 36.2% a year earlier.
2025 revenue growth guidance is now 6 to 7 percent on both reported and organic constant currency bases.
The company repurchased $47 million of shares through mid-July and reported 2.8x leverage at quarter-end.
TransUnion reported first quarter 2025 revenue of $1,096 million, up 7% from a year earlier, and diluted EPS of $0.75 versus $0.33. Net income was boosted by a $56 million reduction of a previously established lawsuit accrual, and the company kept its 2025 organic constant currency revenue growth guidance of 4.5 to 6 percent.
Q1 2025 revenue was $1,096 million, up 7% (8% constant currency), versus Q1 2024
Net income attributable to TransUnion was $148 million, versus $65 million, primarily due to a $56 million accrual reduction for a dismissed lawsuit
Diluted EPS was $0.75 versus $0.33; adjusted diluted EPS was $1.05 versus $0.92
2025 organic constant currency revenue growth guidance maintained at 4.5 to 6 percent; Q2 2025 adjusted diluted EPS guidance is $0.95 to $0.99
TransUnion's Board adopted an amendment on February 19, 2025 to its 2015 Employee Stock Purchase Plan that removes the plan's ten-year term. The plan will now end only when the Board terminates it or all shares available under it are issued. The change concerns employee equity compensation and does not involve a financial result or a change in officers.
Board adopted the ESPP Amendment on February 19, 2025.
The amendment removes the plan's ten-year term.
The plan now ends on Board termination or when all available shares are issued.
TransUnion reported fourth-quarter 2024 revenue of $1,037 million, up 9% from a year earlier, and net income attributable to the company of $66 million, compared with $6 million in the fourth quarter of 2023. The company forecast 2025 reported revenue growth of 3.5% to 5% and raised its quarterly dividend to $0.115 per share while authorizing a new $500 million share repurchase program.
Q4 2024 revenue was $1,037 million, up 9%; Adjusted EBITDA was $378 million, up 16%.
Diluted earnings per share were $0.34, compared with $0.03 in Q4 2023.
2025 guidance: reported revenue growth of 3.5% to 5%, and diluted EPS of $1.68 to $1.82.
Quarterly dividend raised to $0.115 per share, payable March 14, 2025; new $500 million share repurchase authorization.
TransUnion's Executive Vice President and Chief Global Solutions Officer, Timothy J. Martin, will retire in September 2026, under a Retirement and Transition Agreement signed January 31, 2025. He stays in his role until a successor starts, then serves in an advisory capacity until retirement, and his base salary drops to $500,000 after the succession date.
Retirement Date set for September 2026; retirement was first disclosed on November 11, 2024
Base salary stays at $612,000 until the successor starts, then falls to $500,000 until retirement
Eligible for fiscal 2024 and 2025 annual bonuses at a 100% target, plus a planned 2025 long-term incentive grant with a $1,000,000 target value
TransUnion disclosed that director William P. Bosworth will resign from its board effective December 31, 2024, saying the decision did not involve any disagreement with management or the board. The board also cut its size from 11 to ten members effective January 1, 2025, and Executive Vice President Timothy J. Martin, Chief Global Solutions Officer, plans to retire in September 2026 with a successor search underway.
William P. Bosworth notified the company on November 6, 2024 of his intent to resign as a director, effective December 31, 2024
Board voted on November 8, 2024 to reduce its size from 11 to ten members, effective January 1, 2025
Timothy J. Martin, Chief Global Solutions Officer, notified the company on November 11, 2024 of his plan to retire in September 2026; he stays in his role until a successor is named
TransUnion reported third quarter 2024 revenue of $1.085 billion, up 12 percent from a year earlier, and net income attributable to TransUnion of $68 million, compared with a loss of $319 million in the prior-year quarter that included a $414 million goodwill impairment. The company said it exceeded its third quarter guidance for revenue and earnings and raised its full-year 2024 revenue growth outlook to 9 percent.
Q3 diluted earnings per share were $0.35, compared with a loss of $1.65 in Q3 2023; adjusted diluted EPS was $1.04, compared with $0.91.
Adjusted EBITDA was $394 million, up 11 percent, with a margin of 36.3 percent versus 36.8 percent a year earlier.
Full-year 2024 revenue guidance is now $4,161 million to $4,181 million, implying 9 percent growth.
The company voluntarily prepaid $25 million of debt in Q3, bringing 2024 prepayments to $105 million; Q3 restructuring expense was $40.5 million.
TransUnion reported second quarter 2024 revenue of $1,041 million, up 8 percent, and net income attributable to TransUnion of $85 million, compared with $54 million a year earlier. The company said it exceeded its second quarter guidance for revenue and earnings and raised its full-year 2024 revenue growth expectation to 7 to 8 percent, which points to higher expected results for shareholders.
Q2 2024 revenue was $1,041 million, up 8 percent from the second quarter of 2023.
Diluted earnings per share were $0.44, compared with $0.28 in the second quarter of 2023.
The company now expects 2024 revenue growth of 7 to 8 percent, with $80 million of debt voluntarily prepaid during the quarter.
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