TransUnion (TRU) Bernstein 42nd Annual Strategic Decisions Conference May 27, 2026 10:00 AM EDT
Company Participants
Christopher Cartwright – President, CEO & Director
Conference Call Participants
Kelsey Zhu – Autonomous Research US LP
Presentation
Kelsey Zhu
Autonomous Research US LP
Good morning, and welcome, everyone. Thanks for joining us at our 42nd Strategic Decisions Conference. My name is Kelsey Zhu, I’m the information services analyst at Autonomous. With me on stage today, I’m very pleased to welcome Chris Cartwright, the President and CEO of TransUnion.
Christopher Cartwright
President, CEO & Director
Thank you. Good to be here.
Kelsey Zhu
Autonomous Research US LP
Thanks so much for joining us again.
Christopher Cartwright
President, CEO & Director
Always a pleasure.
Question-and-Answer Session
Kelsey Zhu
Autonomous Research US LP
So Chris, I know we have a lot to talk about today. There’s macro, there’s consumer, there’s AI, there’s the whole credit score transition topics that I want to pick your brain on. But I think a good place to start is you obviously had 9 consecutive quarters of delivering organic revenue growth of high single digit and above. In the last quarter, your growth actually accelerated to 11%. So this is definitely outperforming the type of credit volume trends we’ve seen in the market. Could you maybe just tell us a little bit more about what’s structurally different in TransUnion’s portfolio today that’s driving all the strong performance?
Christopher Cartwright
President, CEO & Director
Okay. Just a bit about TransUnion because I know there are some generalists in the audience that I want to level set before I answer your very good question.
So we’re one of the 3 large global credit reporting and consumer information companies, if you will. We operate in 30 countries around the world. Roughly 80% of the revenue comes out of the U.S., where
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