Thomson Reuters Q2 revenue rises 9%, beats estimates

Thomson Reuters

05/08/2026 11:43

Overview
Canada data and software provider's Q2 revenue grew 9% yr/yr, beating analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Company to sell 51% stake in Global Print to capital accounts advised by KKR for $500 mln

Outlook
Thomson Reuters raises 2026 full-year revenue growth outlook to ~8.0% for total company
Company expects Big 3 segments 2026 revenue growth of 9.5% to 10.0%
Thomson Reuters expects Q3 organic revenue growth of about 8% and adjusted EBITDA margin of 36%

Result Drivers
BIG 3 SEGMENTS - Organic revenue growth of 10% in Legal Professionals, Corporates, and Tax, Audit & Accounting Professionals drove overall results
RECURRING REVENUES - 9% growth in recurring revenues, led by Westlaw and CoCounsel, contributed to overall revenue increase
TRANSACTION REVENUES - Transactions revenues rose 16%, driven by products such as CLEAR, Pagero, Confirmation, Trust, Checkpoint, Indirect Tax, SafeSend and international business

Company press release: ID:nPnb96DRCa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.95 bln
$1.91 bln (10 Analysts)
Q2 Adjusted EPS
Beat
$0.99
$0.96 (12 Analysts)
Q2 EPS
 
$1.02
 
Q2 Organic Revenue Growth
 
8%
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the professional information services peer group is "buy"
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 21 three months ago

Reuters Recommended Reads
Aug 5 - Wolters Kluwer reports 5% organic revenue rise as clients adopt AI tools
Aug 5 - Germany's Springer Nature H1 revenue up 6.2% on Research unit strength
Aug 4 - Workiva Q2 revenue beats analyst estimates on subscription growth 

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)