The raised guidance and KKR JV signal accelerating organic growth and portfolio optimization. Traders should watch for Q3 2026 results and the Global Print transaction closing in Q4 2026, which will further sharpen focus on AI-driven solutions.
Price Chart
Executive Summary
Thomson Reuters reported strong Q2 2026 results with total revenues up 9% YoY to $1.954B, organic revenue growth of 8%, and adjusted EPS up 14% to $0.99. The company raised its full-year 2026 revenue growth outlook to ~8% for the total company and 9.5-10.0% for the Big 3 segments, and announced a definitive agreement to sell a 51% stake in its Global Print business to KKR for approximately $500M in gross proceeds, expected to close in Q4 2026.
Key Facts
- Q2 2026 revenues $1.954B, up 9% YoY; organic revenue growth 8%
- Big 3 segments organic revenue growth 10%
- Adjusted EBITDA $745M, up 10%; margin 38.1% (up 30bp)
- Adjusted EPS $0.99, up 14% YoY
- Raised FY2026 total revenue growth outlook to ~8.0% and Big 3 organic growth to 9.5-10.0%
- Signed definitive agreement with KKR to sell 51% of Global Print for ~$500M gross proceeds
- Completed $605M return of capital and $600M share repurchase program
- Repaid $500M 3.35% notes in May 2026
Financial Impact
Revenue growth of 9% YoY, adjusted EPS up 14%, guidance raised by ~0.5% for total revenue and 0.5-1.0% for Big 3 segments; $500M gross proceeds from Global Print JV
Risk Factors
- Uncertain macroeconomic and geopolitical conditions could impact guidance achievement
- Global Print JV closing subject to regulatory approvals and customary conditions
- Integration of acquisitions and execution on AI strategy
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-333835 |
| Document: d125343d6k.htm | 0001193125-26-333835 |
| Document: 0001193125-26-333835-index-headers.html | 0001193125-26-333835 |
| Document: 0001193125-26-333835-index.html | 0001193125-26-333835 |
| Document: 0001193125-26-333835.txt | 0001193125-26-333835 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 12, 2026 20d ago | 6-K | $105.82 $95.43 | ▼ −9.81% | ▼ −9.92% | $99.25 (−6.20%) |
Sep 11, 2026 21d ago | 6-K | $97.35 $94.39 | ▼ −3.04% | ▼ −2.82% | $99.25 (+1.96%) |
Aug 5, 2026 8w ago | 6-K | $98.61 $102.61 | ▲ +4.06% | ▲ +3.71% | $99.25 (+0.65%) |
Jul 14, 2026 11w ago | 6-K | $91.74 $95.43 | ▲ +4.02% | ▲ +5.32% | $99.25 (+8.19%) |
Jun 11, 2026 16w ago | 6-K | $80.25 $79.25 | ▼ −1.25% | ▼ −1.68% | $99.25 (+23.68%) |
US Market Status
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