Every material Form 8-K TransUnion filed with the SEC in 2026, 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.
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