Overview
* Thomson Reuters ( TMSOF ) Q3 revenue grows 3%, beating analyst expectations
* Adjusted EPS for Q3 beats consensus, reflecting strong operational performance
* Company completed $1.0 bln share repurchase program, indicating financial confidence
Outlook
* Thomson Reuters ( TMSOF ) reaffirms 2025 outlook, expects revenue growth at lower end of ranges
* Company raises 2026 adjusted EBITDA margin expansion expectations to 100 basis points
* Thomson Reuters ( TMSOF ) anticipates 2026 free cash flow of approximately $2.1 bln
Result Drivers
* AI-DRIVEN INNOVATION - Co attributes organic revenue growth to AI solutions like CoCounsel Legal and CoCounsel for tax, audit, and accounting
* SHARE REPURCHASE - Co completed $1.0 bln share repurchase program, indicating financial confidence
* OPERATING PROFIT INCREASE - Operating profit rose 43% due to gain from sale of Elite business interest and higher revenues
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 Beat $1.78 $1.77
Revenue bln bln (10
Analysts
)
Q3 Beat $0.85 $0.82
Adjusted (12
EPS Analysts
)
Q3 EPS $0.94
Analyst Coverage
* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 6 "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 36 times the next 12-month earnings vs. a P/E of 48 three months ago
Press Release:
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(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.)