Thomson Reuters Q4 revenue slightly beats estimates

Thomson Reuters

05/02/2026 11:40

Overview

Canada's information services firm Q4 revenue slightly beat analyst expectations

Company's organic revenue growth driven by Big 3 segments, up 7%

Company increased annualized dividend by 10% to $2.62 per share

Outlook

Thomson Reuters expects full-year 2026 organic revenue growth of 7.5% to 8.0%

Company projects first-quarter 2026 organic revenue growth of approximately 7%

Thomson Reuters anticipates adjusted EBITDA margin expansion of 100 basis points in 2026

Result Drivers

RECURRING AND TRANSACTION REVENUES - Q4 revenue growth driven by 6% increase in recurring revenues and 11% rise in transactions revenues, offset by 6% decline in Global Print

BIG 3 SEGMENTS - Organic revenue growth of 9% in Big 3 segments, comprising 82% of total revenues

AI AND INNOVATION - Co attributes growth to AI investments, product innovation, and strategic acquisitions, per CEO Steve Hasker

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$2.009 bln
$2 bln (10 Analysts)
Q4 EPS
$0.74
Q4 Dividend
$0.66
Q4 Organic Revenue Growth
7.00%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 4 "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 21 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nCNW6fKBWa

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.)