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Thomson Reuters (NASDAQ: TRI) Maintains Strong Performance Amidst Industry Competition

  • Thomson Reuters reported a 5% increase in revenue to $2.009 billion in Q4 fiscal 2025, surpassing estimates.
  • The company saw a 43% decline in GAAP diluted earnings per share but achieved a 6% rise in adjusted EPS to $1.07.
  • Adjusted EBITDA improved by 8% to $777 million, with a notable increase in the margin to 38.7%.

Thomson Reuters (NASDAQ:TRI) is a global leader in providing business information services. The company operates in various segments, including Legal Professionals, Corporates, and Tax and Accounting Professionals. It competes with other major players in the information services industry, such as Bloomberg and RELX Group. On February 6, 2026, TD Securities maintained its "Buy" rating for TRI, with the stock priced at $89.27.

In its fourth-quarter fiscal 2025 results, Thomson Reuters reported a 5% increase in revenue, reaching $2.009 billion, surpassing the estimated $2.001 billion. This growth was driven by a 9% increase in its key segments. Despite a 43% decline in GAAP diluted earnings per share to 74 cents, the company achieved a 6% rise in adjusted EPS to $1.07, exceeding the $1.06 estimate.

Operating profit for Thomson Reuters fell by 25% to $540 million, mainly due to previous gains from the sale of FindLaw. However, the company's revenue growth was supported by a 6% increase in recurring revenue, which accounted for 84% of the total revenue. Transaction revenue also rose by 11%, although Global Print saw a 6% decline.

Adjusted EBITDA improved by 8% to $777 million, with the margin increasing to 38.7% from 37.6%. Net cash from operations surged by 35% to $756 million, and free cash flow also saw a significant rise. The CEO highlighted that AI is delivering tangible gains for the company, contributing to its overall performance.

Currently, TRI's stock is priced at $89.64, reflecting an increase of approximately 1.50% or $1.33. The stock has fluctuated between a low of $85.14 and a high of $90.07 today. Over the past year, TRI has reached a high of $218.42 and a low of $85.02. The company's market capitalization stands at approximately $39.89 billion, with a trading volume of 2,053,408 shares on the NASDAQ exchange.