RBC Capital analysts provided their key takeaways from TransUnion (NYSE:TRU) investor meeting with CFO Todd Cello, where he highlighted a portfolio approach with mortgage pricing tailwinds and International strength which should help navigate the tightening lending environment in the US.
Separately, Neustar remains on track to deliver high-single-digit growth for 2023, driven by easy comparisons and strong bookings. Lastly, robust margin expansion in the second half of 2023 will be driven by revenue recovery, Neustar synergies, and expense control. Overall, the analysts believe Q2/23 guidance is set for a beat, which could help de-risk 2023 guidance.