TransUnion (TRU) stock plunged 6.48% on Thursday following the release of its second-quarter 2025 earnings report and subsequent earnings call. Despite reporting better-than-expected results and raising its full-year guidance, investors appeared to focus on other factors, leading to a significant sell-off.
The company reported adjusted earnings of $1.08 per share for Q2, surpassing analysts' expectations of $0.99. Revenue rose 9.5% to $1.14 billion, also beating the estimated $1.10 billion. TransUnion's management highlighted strong performance across all business segments, with U.S. Markets revenue growing 10% and International revenue increasing 6% on an organic constant currency basis.
Despite these positive results, investors may have been concerned about the company's conservative outlook for the remainder of the year. While TransUnion raised its full-year 2025 organic constant currency revenue growth guidance to 6%-7% from 4.5%-6%, management emphasized a "prudently conservative posture" in their projections. This cautious stance, coupled with mentions of ongoing market uncertainty and potential risks from fiscal policy changes and inflation, might have contributed to the stock's decline.
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