Thomson Reuters anticipates full-year 2026 organic revenue growth of 7.5% to 8.0% and adjusted EBITDA margin expansion of approximately 100 basis points. Free cash flow is expected to be $2.1 billion.
Bullish
Thomson Reuters demonstrated strong organic revenue growth in its core segments and expanded adjusted EBITDA margins, driven by AI investments. The company also enhanced shareholder returns through increased dividends and share repurchases.
Bearish
Thomson Reuters' operating profit and diluted EPS decreased due to prior-year gains and higher costs, while the Global Print segment declined. Macroeconomic and AI regulatory uncertainties pose ongoing risks.