NYSE$TRU
TransUnion · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
TransUnion's Q4 2022 financial results were announced, showcasing revenue growth driven by international strength and contributions from recent acquisitions.
TransUnion reported a 14% increase in total revenue, reaching $902 million in Q4 2022. The company's net income was $46 million, with adjusted EBITDA at $321 million. Neustar's revenue grew by 8% year-over-year, contributing to the company's overall performance.
- Total revenues increased by 14 percent, driven by strength in International.
- Neustar revenue grew 8 percent compared to its fourth quarter 2021.
- Completed sale of non-core businesses for $176 million.
- Prepaid $200 million in debt in fourth quarter of 2022, totaling $600 million in 2022.
Headline financials
Revenue & EPS history
TransUnion · Revenue · Quarterly
$902M
Revenue by segment
TransUnion · $733M total across 3 segments · Q4 2022
- U.S. Financial Services$296M+10.4%40.4%
- U.S. Emerging Verticals$296M+39.0%40.4%
- Consumer Interactive$141M-2.1%19.2%
Forward guidance
TransUnion expects to deliver 3 to 5 percent revenue growth in 2023, assuming continued slow economic growth.
Tailwinds
- Expect to deliver 3 to 5 percent revenue growth
- Solutions and thought leadership help customers and consumers navigate this dynamic environment.
- Even if we enter a recessionary environment in 2023, we expect we can continue to deliver revenue growth.
- Remain committed to deleveraging the balance sheet
- Expect to continue to deleverage throughout 2023 and 2024.
Headwinds
- Guidance is based on a number of assumptions that are subject to change
- General macroeconomic conditions, interest rates and inflation are outside of the control of the Company
- Numerous evolving factors that we may not be able to accurately predict
- There can be no assurance that the Company will achieve the results expressed by this guidance.
- Impact of changing foreign currency exchange rates is expected to have approximately 1 point of headwind for Q1 2023 and 1 point of headwind for FY 2023.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2022
+0.6%
Avg return
Earnings day
-0.1%
Avg return
5 days after
+0.7%
Avg return
30 days after
57%
25 / 44 earnings
Positive
+18.4%
Q4 2015
Best reaction
-28.7%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -1.3% | -1.1% | +0.5% | |
| Q4 2025 | -1.4% | +4.9% | -2.5% | |
| Q3 2025 | +3.3% | +2.8% | +4.0% | |
| Q2 2025 | -2.9% | -4.9% | -1.1% | |
| Q1 2025 | +6.7% | +6.7% | +7.6% | |
| Q4 2024 | +7.3% | +3.9% | -11.9% | |
| Q3 2024 | +0.8% | -2.0% | -6.3% | |
| Q2 2024 | +11.4% | +15.8% | +25.3% | |
| Q1 2024 | +8.5% | +6.3% | +11.1% | |
| Q4 2023 | +9.8% | +6.3% | +10.2% | |
| Q3 2023 | -28.7% | -32.8% | -8.7% | |
| Q2 2023 | +3.2% | +0.4% | -1.1% | |
| Q1 2023 | +0.3% | +7.8% | +11.1% | |
| Q4 2022 | +3.4% | +3.9% | -12.9% | |
| Q3 2022 | +1.9% | +5.1% | +8.4% | |
| Q2 2022 | -14.0% | -9.6% | -7.5% | |
| Q1 2022 | -3.6% | -5.7% | -8.1% | |
| Q4 2021 | -11.9% | -6.6% | +4.5% | |
| Q3 2021 | -7.3% | -2.4% | -3.4% | |
| Q2 2021 | +1.6% | +3.0% | +1.4% | |
| Q1 2021 | +3.4% | +4.0% | +6.4% | |
| Q4 2020 | -6.9% | -6.1% | -8.1% | |
| Q3 2020 | -6.1% | -5.6% | +11.0% | |
| Q2 2020 | +3.2% | +0.2% | -3.5% | |
| Q1 2020 | +8.1% | +2.6% | +13.9% | |
| Q4 2019 | +2.2% | -0.7% | -40.2% | |
| Q3 2019 | +1.3% | -0.1% | +2.8% | |
| Q2 2019 | +9.0% | +12.7% | +12.2% | |
| Q1 2019 | -3.4% | -1.8% | -6.9% | |
| Q4 2018 | -2.1% | -2.6% | +1.0% | |
| Q3 2018 | -6.9% | -10.2% | -11.5% | |
| Q2 2018 | -1.2% | -4.5% | -2.1% | |
| Q1 2018 | +8.3% | +8.0% | +13.6% | |
| Q4 2017 | -4.0% | +0.6% | +0.9% | |
| Q3 2017 | +2.5% | +4.5% | +7.7% | |
| Q2 2017 | -0.1% | -0.7% | +3.7% | |
| Q1 2017 | -0.2% | +0.4% | +7.3% | |
| Q4 2016 | +9.4% | +8.5% | +10.6% | |
| Q3 2016 | -3.5% | -6.6% | -5.1% | |
| Q2 2016 | -4.9% | -7.3% | -6.4% | |
| Q1 2016 | +9.6% | — | — | |
| Q4 2015 | +18.4% | — | — | |
| Q3 2015 | +1.7% | — | — | |
| Q2 2015 | +0.6% | — | — | |
| Q4 2014 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q4 2012 | — | — | — | |
| Q1 2013 | — | — | — |
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