TRI

Thomson Reuters is rated 'Buy' after a 10% post-earnings dip, despite robust revenue growth and raised guidance. TRI's recurring revenue rose 9% YoY, now 82% of total, with AI-enabled products driving commercial momentum and portfolio transition. Its forward P/E is well below TRI's historical average, supporting double-digit total return potential.

Thomson Reuters NASDAQ: TRI reported second-quarter 2026 organic revenue growth of 8%, led by accelerating performance across its Legal, Corporates, and Tax, Audit & Accounting businesses. The company raised its full-year revenue outlook, citing stronger-than-expected first-half results and continued demand for AI-enabled professional workflow tools.

While the top- and bottom-line numbers for Thomson Reuters (TRI) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Thomson Reuters (TRI) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.88 per share a year ago.

Thomson Reuters bumped up its revenue targets for the year after logging double-digit growth across its three big business segments in the latest quarter.

TORONTO, Aug. 5, 2026 /PRNewswire/ -- Thomson Reuters (TSX: TRI) (Nasdaq: TRI) today reported results for the second quarter ended June 30, 2026:  Strong revenue growth in the second quarter Total company revenues up 9% / organic revenues up 8% Organic revenues up 10% for the "Big 3" segments (Legal Professionals, Corporates and Tax, Audit & Accounting Professionals) Raised full-year 2026 total and organic revenue growth outlook to approximately 8.0% for the total company, and to a range of 9.5% to 10.0% for the "Big 3" segments Announced signing of definitive agreement with KKR to form a joint venture to operate the Global Print business, where Thomson Reuters will sell a 51% stake to capital accounts advised by KKR with Thomson Reuters receiving approximately $500 million in gross proceeds on closing Completed $605 million return of capital transaction on May 4, 2026 and reduced share count by approximately 6.5 million shares by way of share consolidation Completed $600 million share repurchase program announced on February 25, 2026 Repaid $500 million 3.35% notes in May 2026 "We saw strong momentum continue in the second quarter, underscored by 10% organic revenue growth in our "Big 3" segments," said Steve Hasker, President and CEO of Thomson Reuters. "Our priority for the second half of the year is further deepening our leadership in trusted Fiduciary-Grade AI solutions.

Besides Wall Street's top-and-bottom-line estimates for Thomson Reuters (TRI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

DUOL, DAVE, TRI and COHR are set to stand out this earnings season, each displaying solid growth estimates and robust momentum across the business services sector.

Thomson Reuters (TRI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Thomson Reuters (TRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.