TransUnion (TRU) Q2 2025 Earnings Call Transcript
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(NYSE:TRU) management credited outperformance across all business segments to new business wins, innovation, and strong execution, which led to raised full-year 2025 guidance on revenue, adjusted EBITDA, and adjusted diluted EPS. The company highlighted strong uptake in Trusted Call Solutions and continued product modernization, citing a shift to cloud platforms and AI-driven development tools as drivers of operational efficiency. Management identified India as a critical growth opportunity, expecting a rapid rebound in lending activity and a return to high-teens organic constant currency revenue growth by Q4 2025, with secular tailwinds supporting continued outperformance. Cash deployment priorities include further deleveraging, with a clear path to 2.5x leverage before completing the planned Mexico acquisition, and share repurchases balanced with debt prepayment. The call also addressed potential macroeconomic uncertainties, including fiscal policy and inflation risk, stating guidance remains conservative despite robust first-half momentum.
Source Fool.com
