Thomson Reuters reported mixed results in its Q2 2025 earnings, with revenue rising 2.6% year-over-year while net income and EPS declined sharply. The company provided cautious guidance, emphasizing long-term growth and technology investments.
Revenue Total revenue for the quarter increased to $1.78 billion, driven by growth in core legal and tax segments. Key contributors included Legal Professionals ($709 million), Corporates ($472 million), and Tax & Accounting Professionals ($277 million). Reportable Segments reached $1.79 billion, while Reuters News generated $218 million in revenue. Additional revenue streams such as Global Print and Eliminations/Rounding added $114 million and -$5 million, respectively.
Earnings/Net Income Net income fell to $313 million in Q2 2025, a 62.8% decline from $841 million in the same period last year. EPS also dropped significantly to $0.69, down 62.9% from $1.86 in 2024 Q2, reflecting increased costs and macroeconomic headwinds.
Price Action TRI's stock price has shown mixed short-term performance, rising 0.18% on the latest trading day but falling 9.63% over the week and 9.37% month-to-date.
Post-Earnings Price Action Review A strategy of buying
when earnings beats occur and holding for 30 days showed favorable results in a one-year backtest, generating a 15% gain compared to a 10% benchmark, highlighting the stock's momentum post-earnings.
CEO Commentary CEO emphasized resilience in key markets and continued investment in AI-driven solutions to enhance customer experience and maintain market leadership. The CEO expressed cautious optimism about long-term value creation despite macroeconomic challenges.
Guidance Thomson Reuters expects revenue to remain aligned with current trends and is focusing on disciplined cost management while investing in customer-centric innovation and technology, without specifying quantitative targets.
Additional News Recent news highlights include:
1.
OpenAI's GPT-5 launch, which has sparked significant interest across industries, including financial and technological sectors.
2.
The Philippines' unauthorized detention of nine Chinese citizens, which prompted a response from the Chinese embassy.
3.
Toyota's new 2nm chip design leak, resulting in swift disciplinary actions from a Japanese firm.
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