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TransUnion (TRU) 在Bernstein第42屆年度戰略決策會議上發表演講文字記錄
2026-05-28 · via All Articles on Seeking Alpha

TransUnion (TRU) 伯恩斯坦第42屆戰略決策會議 2026年5月27日 上午10:00 ET時區

公司參與者

克里斯托弗·卡特萊特 - 總裁、執行長& 總經理

會議電話參與者

克萊西·朱 - 自動化研究美國有限責任公司

演講稿

克麗絲莉·朱
自動研發美國有限公司

早上好,歡迎大家。感謝您們參加我們的第42屆戰略決策會議。我是克麗絲莉·朱,是自動研發的信息服務分析師。今天與我同台的是,我非常榮幸地邀請到TransUnion的總裁兼執行長克里斯·卡特萊特

克里斯多夫·卡特萊特
總裁、執行長& 專家

謝謝。很高興來到這裡.

劉曉蕾
自主研究美國有限公司

非常感謝您再次加入我們.

克里斯托弗·卡特萊特
總裁、執行長& 專家

總是很高興.

問答環節

克萊西·朱
自願研究美國有限公司

所以克里斯,我知道我們今天有很多話要談。有宏觀經濟,有消費者,有人工智能,還有我想要討論的信用評分轉型議題。但我認為一個好的開始點顯然是你連續9個季度都實現了高個位數以上的有機收入增長。在上個季度,你的增長實際加速到11%。所以這絕對超出了市場上看到的信用交易量趨勢。你或許可以告訴我們更多關於TransUnion(聯合信用)目前投資組合中結構性不同之處,是什麼驅動了所有強勁的表現?

克里斯多夫·卡特莱特
總裁兼執行長&董事

好。簡單談談TransUnion,因為我知道在座的有些專業人士,我想在回答你很好的問題前先讓大家對焦。

所以,我們是全球三大大型信用報告和消費者資訊公司之一,如果您這樣說的話。我們在全球30個國家運營。約80%的收入來自美國,在那裡