Inferra AIResearch Tools

Inferra AI / Company / TRI

Thomson Reuters

TRI · Industrials

Last earnings Aug 6, 2026  ·  Next earnings Nov 3, 2026

Key results

Revenuequarter

10%

Financial Highlights Strong revenue growth continued in the first quarter as our revenues increased 10% in total and 8% on both a constant currency and organic basis.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Organic revenuequarter

8%

Organic revenue growth reflected 8% growth in recurring revenues, 10% growth in transactions revenues and a 5% decline in Global Print.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Our Big 3 segments, which comprised 85% of total revenues, increased 9% on an organic basis driven by 9% growth in recurring revenues and 11% growth in transactions revenues.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Free cash flowquarter

$332 million

In the first quarter, we generated net cash flows from operating activities of $505 million and free cash flow of $332 million.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Total revenuequarter

10%

Total revenue growth reflected 10% growth in recurring revenues (77% of total revenues), 15% growth in transactions revenues and a 4% decline in Global Print.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Total revenue growth benefited approximately 1% from foreign currency and 1% from net acquisitions and disposals.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Global Print revenuequarter

5%

On an organic basis, revenues increased 8% driven by 8% growth in recurring revenues and 10% growth in transactions revenues, which were partly offset by a 5% decline in Global Print revenues.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Revenues from the “Big 3” segments (85% of total revenues) increased 11% in total and 10% on a constant currency basis.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

AI analysis

Q1 2026 · reported May 6, 2026

Based on: Earnings release (6-K exhibit) + Q1 2026 deck + parent 6-K — transcript not held

Free cash flow · Q1 2026
$332M
EX-99 · May 6, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue10%——
Organic revenue8%——
Free cash flow$332 million——
Total revenue10%——
Global Print revenue5%——

EX-99 · May 6, 2026

Guidance · company-stated

Direction: Reiterated

Revenue

“In May 2026, we announced that we maintained our 2026 full-year outlook for organic revenue growth, adjusted EBITDA margin, free cash flow and most other metrics.”

Company outlook — Reiterated

“On May 5, 2026, we announced that we maintained our 2026 full-year outlook for all metrics, except for net interest expense.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 3, 2026Verified from the company’s own announcement

Cash flow & capex

Free cash flow$332M

Capital allocation

Capex14%

The increase reflects the impact of the $1.2 billion share repurchase program and return of capital and share consolidation transactions, as announced on February 25, 2026, on our net debt position.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Thomson Reuters Q1 2026 — Financial Highlights Strong revenue growth continued in the first quarter as our revenues increased 10% in total and 8% on both a constant currency and organic basis.

Based on: Earnings release (6-K exhibit) + Q1 2026 deck + parent 6-K — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “In May 2026, we announced that we maintained our 2026 full-year outlook for organic revenue growth, adjusted EBITDA margin, free cash flow and most other metrics.”

Revenue — Reiterated (“maintained”)
“In May 2026, we announced that we maintained our 2026 full-year outlook for organic revenue growth, adjusted EBITDA margin, free cash flow and most other metrics.”

Revenue — Raised (“increase”)
“We expect that the operating leverage of our business will increase our free cash flow if we increase revenues as contemplated by our outlook.”

Company outlook — Reiterated (“maintained”)
“On May 5, 2026, we announced that we maintained our 2026 full-year outlook for all metrics, except for net interest expense.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The increase reflects the impact of the $1.2 billion share repurchase program and return of capital and share consolidation transactions, as announced on February 25, 2026, on our net debt position.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Additionally, we repurchased 2.5 million of our common shares for $262 million under our February 2026 plan to repurchase up to $600 million of our common shares and returned $280 million in dividends to our common shareholders.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Operating profit, adjusted EBITDA and adjusted EBITDA less accrued capital expenditures Operating profit increased 14% and adjusted EBITDA increased 9% primarily driven by the net impact of higher revenues and operating expenses.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Adjusted EBITDA less accrued capital expenditures increased as higher adjusted EBITDA was partly offset by higher accrued capital expenditures.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

The related margin decreased 60bp primarily reflecting higher accrued capital expenditures.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

dollars) 2026 2025 Change Net interest expense 39 30 29% Net interest expense increased primarily due to lower interest income resulting from lower cash balances due to our share repurchases, maturity of debt and acquisitions activity.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Strategy & priorities

We believe our workflow solutions make our customers more productive by streamlining how they operate, enabling them to focus on higher value activities.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

\ Legal Professionals Serves law firms and governments with research and workflow products powered by AI-enabled technology, focusing on intuitive legal research and integrated legal workflow solutions that combine content, tools and analytics.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Liquidity and Capital Resources We have historically maintained a disciplined capital strategy that balances growth, long-term financial leverage, credit ratings and returns to shareholders.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

We are focused on having the investment capacity to drive revenue growth, both organically and through acquisitions, while also maintaining our long-term financial leverage and credit ratings and continuing to provide returns to shareholders.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

We have diverse sources of liquidity to support our ongoing operations and the achievement of our disciplined capital strategy including cash and cash equivalents, cash provided by operating activities, and the ability to issue commercial paper, issue debt securities and borrow under our credit facility.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Risks & headwinds

This management's discussion and analysis contains forward-looking statements, which are subject to risks and uncertainties that could cause our actual results to differ materially from the forward-looking statements.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Contingencies Lawsuits and legal claims We are engaged in various legal proceedings, claims, audits and investigations that have arisen in the ordinary course of business.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

The outcome of all the matters against us is subject to future resolution, including uncertainties of litigation.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Litigation outcomes are difficult to predict with certainty due to various factors, including but not limited to: the preliminary nature of some claims; uncertain damage theories and demands; an incomplete factual record; uncertainty concerning legal theories and procedures and their resolution by the courts, at both trial and appellate levels; and the unpredictable nature of opposing parties.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

There are many transactions and calculations during the course of business for which the ultimate tax determination is uncertain, as taxing authorities may challenge some of our positions and propose adjustments or changes to our tax filings.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Due to the uncertainty associated with tax audits, it is possible that at some future date, liabilities resulting from such audits or related litigation could vary significantly from our provisions.

SEC original ↗Thomson Reuters — Earnings release (6-K exhibit)EX-99May 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Thomson Reuters — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) IndustrialsA. O. Smith (AOS) Industrials

Filings

153 documents

Earnings releases

26 documents

Presentations

28 documents

Transcripts

0 documents

No transcripts for Thomson Reuters are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Thomson Reuters by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.