Thomson Reuters stock gets higher 2026 outlook after Q3 growth

Published on 11/10/2026 at 14:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Thomson Reuters stock faces a revised 2026 outlook after strong third-quarter growth. AI products and the Global Print deal shaped the update.

Thomson Reuters raises 2026 outlook

Third-quarter revenue increased 10 percent to 1.833 billion US dollars, while organic revenue growth reached 10 percent.
Management lifted the 2026 total revenue growth outlook to approximately 9.5 percent and organic growth guidance to 8.5 to 9.0 percent.
The Global Print transaction with KKR is being reflected as discontinued operations, while the Big 3 segment outlook remains unchanged.

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Thomson Reuters reported strong third-quarter growth on November 3, 2026, and raised its full-year outlook after closing the sale of a 51 percent stake in Global Print. The company's earnings release said third-quarter revenue rose 10 percent to 1.833 billion US dollars, while organic revenue also increased 10 percent.

Growth remains broad across segments

The Legal Professionals, Corporates and Tax, Audit & Accounting Professionals businesses, grouped as the Big 3, delivered 10 percent organic revenue growth. Reuters revenue increased 12 percent organically, supported by generative artificial intelligence content licensing, agency and professional revenue, and a contractual price increase in the company's news agreement with the data and analytics business of London Stock Exchange Group.

Adjusted EBITDA rose 10 percent to 651 million US dollars, but the adjusted EBITDA margin slipped to 35.5 percent from 35.8 percent. Adjusted earnings per share increased 14 percent to 0.81 US dollars. Reported diluted EPS fell to 0.78 US dollars from 0.94 US dollars, partly because the prior-year quarter benefited from an other operating gain.

Global Print changes the outlook

Thomson Reuters completed the sale of 51 percent of Global Print to capital accounts advised by KKR on October 1 for approximately 500 million US dollars in gross proceeds. The company retained a 49 percent interest and expects royalties and transition-service payments to broadly offset stranded costs. Management said the transaction should add 60 to 70 basis points to annual organic revenue growth.

The revised continuing-operations outlook calls for total revenue growth of approximately 9.5 percent and organic revenue growth of 8.5 to 9.0 percent in 2026, compared with approximately 8 percent for both measures previously. The company expects an adjusted EBITDA margin of approximately 39 percent. The Big 3 revenue growth outlook remains 9.5 to 10.0 percent, while fourth-quarter organic growth is expected at approximately 8 percent with an adjusted EBITDA margin of approximately 42 percent.