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Thomson Reuters Corp
XMUN:TOC

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Thomson Reuters Corp
XMUN:TOC
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Precio: 78,56 EUR -3,32% Mercado cerrado
Capitalización de mercado: €35,39 B

Thomson Reuters Corp
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Thomson Reuters es una compañía de información empresarial. Vende software, datos y herramientas de investigación que ayudan a abogados, profesionales fiscales, contadores y equipos corporativos a encontrar información, gestionar documentos y abordar trabajos de cumplimiento. También opera Reuters, que proporciona contenido informativo e información sobre los mercados financieros a medios de comunicación y otros clientes. La empresa genera ingresos principalmente a través de suscripciones y licencias. Los clientes pagan por el acceso a sus plataformas en línea, flujos de datos, bases de datos de investigación, software de flujo de trabajo y servicios de noticias. Sus compradores son en su mayoría firmas profesionales, grandes empresas, agencias gubernamentales y organizaciones mediáticas que necesitan información confiable cada día para desempeñar sus funciones. Lo que diferencia a Thomson Reuters es que está integrado en el flujo de trabajo profesional, no solo en su periferia. Sus productos están incorporados en el trabajo diario de los negocios jurídicos, fiscales, contables y de noticias, donde la precisión y la rapidez importan más que el atractivo masivo al consumidor. Eso le confiere a la compañía un modelo de negocio recurrente basado en servicios vinculado a información especializada de la que los clientes dependen.

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Última conferencia de resultados
Periodo fiscal
Q2 2026
Fecha de la conferencia
5 ago., 2026
Resumen con IA
Q2 2026

Revenue: Thomson Reuters said second-quarter organic revenue rose 8%, ahead of expectations, with the Big 3 businesses accelerating to 10% organic growth.

Outlook: Management raised full-year 2026 total and organic revenue growth guidance to approximately 8%, and lifted Big 3 growth guidance to 9.5% to 10%.

Margins: Adjusted EBITDA margin was 38.1% in Q2, and the company still expects about 40% for the full year despite near-term pressure from severance and investment spending.

AI Momentum: CoCounsel usage, customer feedback, and pipeline momentum were described as strong, while the new Thomson model was presented as a lower-cost, lower-latency foundation for future AI products.

Print Deal: TR announced a deal to sell a 51% stake in Global Print to KKR for about $500 million, a move management said will sharpen the company’s focus and modestly help organic growth.

Tax Headwind: Tax, Audit & Accounting growth was solid at 8%, but management said transactional growth missed expectations because of timing and go-to-market execution issues, which it expects to fix in the second half.

Datos financieros clave
Organic revenue growth
8%
Big 3 organic revenue growth
10%
Legal organic revenue growth
10%
Legal excluding government growth
11%
Corporates organic revenue growth
10%
Tax, Audit & Accounting organic revenue growth
8%
Reuters organic revenue growth
4%
Global Print organic revenue growth
-3%
Adjusted EBITDA
$745 million
Adjusted EBITDA margin
38.1%
Adjusted EPS
$0.99
Free cash flow
$727 million
GenAI-enabled ACV
32%
Q3 organic revenue growth guidance
approximately 8%
Q3 adjusted EBITDA margin guidance
approximately 36%
Q3 severance expense guidance
$19 million
Q4 automation and severance savings
$40 million
Global Print sale proceeds
approximately $500 million
Capital return transaction
$605 million
Share repurchase program
$600 million
Share count reduction
approximately 3%
Otras conferencias de resultados

Dirección

Mr. Stephen John Hasker B.Com., M.B.A.
President, CEO & Director

Stephen John Hasker is a notable business executive recognized for his leadership role as the President and Chief Executive Officer of Thomson Reuters Corporation, a global provider of business information services. Hasker, who holds a Bachelor of Commerce degree and an MBA, has a rich background in management consulting and corporate strategy. Before joining Thomson Reuters, Hasker built a strong career at McKinsey & Company, a global management consulting firm, where he served in leadership positions that honed his expertise in strategic growth and technology-driven services. He later worked at Nielsen Holdings, where he gained substantial experience in the media, information, and measurement industries, serving in various high-profile roles including President and Chief Operating Officer. Hasker's leadership at Thomson Reuters is marked by a focus on innovation, leveraging data-driven insights to propel the company's offerings in legal, tax and accounting, and media markets. His vision emphasizes enhancing client value through advanced technology and analytics, positioning Thomson Reuters as a leader in the information services sector. Under his guidance, the company has continued to evolve its digital platforms and expand its influence in global markets.

Mr. Michael Eastwood
Chief Financial Officer

Michael Eastwood is a distinguished executive known for his leadership role within Thomson Reuters Corp, a global provider of news and information-based tools to professionals. As Chief Financial Officer (CFO), Eastwood plays a critical role in guiding the company's financial strategies and performance. He is responsible for overseeing financial operations, including planning, analysis, reporting, and risk management, ensuring that Thomson Reuters remains financially robust and competitive. Eastwood has been with Thomson Reuters for several years, where he has gained extensive experience in financial management and operational leadership. Prior to becoming CFO, he has held various roles within the company, contributing significantly to its growth and operational efficiency. Through his strategic insights and stewardship, Eastwood supports the company's mission to deliver accurate and reliable information and services to its clients worldwide. He is recognized for his analytical skills and ability to navigate complex financial landscapes, helping Thomson Reuters adapt to evolving market demands and maintain its position as a leader in the industry. His leadership extends beyond financial stewardship, influencing broader strategic decisions that drive innovation and customer value across the organization. Overall, Michael Eastwood's role and contributions are instrumental in ensuring that Thomson Reuters continues to thrive financially while fulfilling its commitment to providing unmatched information services globally.

Ms. Kirsty Roth
Chief Operations & Technology Officer

Kirsty Roth is a notable figure in the corporate world, serving as the Chief Operations and Technology Officer at Thomson Reuters Corporation. In her role, she is responsible for overseeing the operations and technological advancements within the company, driving innovation, and ensuring that the technological infrastructure supports the company’s strategic goals. Kirsty Roth joined Thomson Reuters with a wealth of experience in operations and technology roles across various industries. She has a reputation for transformational leadership, which involves streamlining processes, enhancing efficiency, and fostering a culture of continuous improvement. Before joining Thomson Reuters, she held senior positions at HSBC, where she was instrumental in global operations strategies, technology projects, and large-scale organizational transformation initiatives. Her academic background includes a strong foundation in business and technology, which has been fundamental in her ability to bridge the gap between operational strategy and technological implementation effectively. Her leadership style is often characterized by collaboration, strategic thinking, and a focus on leveraging technology to create business value. Overall, Kirsty Roth's role at Thomson Reuters emphasizes the importance of integrating technology and operations to maintain a competitive edge in the information services industry.

Ms. Linda J. Walker
Chief Accounting Officer, Senior VP & Controller

Linda J. Walker serves as an officer at Thomson Reuters Corp, holding the position of Chief Operating Officer (COO). In her role, she is responsible for overseeing the company’s global operations with a focus on aligning day-to-day operations with strategic objectives. Her leadership emphasizes operational efficiency, innovation, and customer satisfaction. With a strong background in corporate strategy and operations management, Linda J. Walker brings extensive experience and expertise to Thomson Reuters, driving initiatives that support the company's growth and adaptation in the rapidly evolving information services industry. Her collaborative approach to leadership ensures effective integration across various departments, enhancing overall business performance. Her contributions are pivotal in maintaining Thomson Reuters' position as a leading provider of news and information-based tools to professionals worldwide.

Mr. Gary Elftman Bisbee C.F.A.
Head of Investor Relations
No hay biografía disponible
Ms. Norie C. Campbell
Chief Legal Officer & Company Secretary

Norie C. Campbell is a well-regarded executive with extensive experience in the legal and financial sectors. She previously served at TD Bank Group, where she held several senior leadership roles, including Group Head and General Counsel. In that capacity, she was responsible for overseeing the legal, compliance, and anti-money laundering departments. Campbell has been recognized for her leadership skills and commitment to fostering diversity and inclusion in the workplace. With a strong legal background and an influential presence in the corporate sector, she has brought significant expertise to the companies she has served. Her role at Thomson Reuters Corp involves contributing her extensive legal and executive experience to support the company's strategic initiatives and governance.

Mr. David Carrel
Chief Marketing Officer
No hay biografía disponible
Ms. Mary-Alice Vuicic
Executive VP & Chief People Officer

Mary-Alice Vuicic is the Chief People Officer at Thomson Reuters, a role where she plays a crucial part in shaping the organization's human resources strategy and corporate culture. With a focus on talent development, inclusive workplace policies, and employee engagement, Vuicic is integral to ensuring that Thomson Reuters attracts, develops, and retains a diverse and highly skilled workforce. She brings a wealth of experience from previous leadership roles in human resources at other major corporations, where she honed her expertise in aligning HR strategies with overall business objectives. Vuicic is known for her commitment to fostering a collaborative and innovative working environment and for her leadership in implementing strategies that support the company's global workforce. Her initiatives often focus on promoting diversity, equity, and inclusion within the company.

Mr. Taneli D. Ruda
Chief Strategy Officer

Taneli D. Ruda is a prominent executive associated with Thomson Reuters Corp, a leading global provider of business information services. In his role at Thomson Reuters, Ruda has held various leadership positions contributing to the company's strategic growth and innovation. He has been notably involved in overseeing customer markets and spearheading initiatives that utilize data and technology to enhance the value provided to clients. Ruda's expertise lies in strategy development, global market expansion, and implementing transformative solutions across business units. His leadership style emphasizes client-centric approaches and leveraging advanced technologies to drive efficiency and productivity. Through his career at Thomson Reuters, Taneli D. Ruda has played a critical role in maintaining the company's strong position in the competitive field of information services.

Ms. Carla Jones
Chief of Staff
No hay biografía disponible

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