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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jason Haas | Wells Fargo | 11 | 18% |
| Aravinda Galappatthige | Canaccord Genuity | 8 | 0% |
| George Tong | Goldman Sachs | 7 | 14% |
| Drew McReynolds | RBC Capital Markets | 7 | 14% |
| Toni Kaplan | Morgan Stanley | 7 | 29% |
| Vince Valentini | TD Cowen | 6 | 0% |
| Scott Fletcher | CIBC Capital Markets | 6 | 0% |
| Tim Casey | BMO Capital Markets | 6 | 17% |
| Manav Patnaik | Barclays | 5 | 0% |
| Maher Yaghi | Scotiabank | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| CIBC Capital Markets | 2 | 11 | 0% |
| Wells Fargo | 1 | 11 | 18% |
| Goldman Sachs | 3 | 11 | 9% |
| Canaccord Genuity |
| 1 |
| 8 |
| 0% |
| RBC Capital Markets | 1 | 7 | 14% |
| Morgan Stanley | 1 | 7 | 29% |
| TD Cowen | 1 | 6 | 0% |
| BMO Capital Markets | 1 | 6 | 17% |
Total company organic revenues accelerated to 8% growth from 7% throughout 2025, with legal professionals ex-government surging to 11% driven by the fiduciary-grade AI differentiation strategy. CoCounsel Next entered beta ahead of its Q3 launch while EBITDA increased 9% to $881 million at a 42.2% margin. Management reaffirmed 2026 organic growth guidance of 7.5-8% while the proprietary Thomson LLM showed early promise and the aggressive capital return program continued.
Cloud & AI | Revenue Growth | Competitive Dynamics | Demand | Margin | Guidance Reliability | M&A | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 4 | 2 | 3 | 1 | 2 | ||
| 2025Q1 | 5 | 5 | 2 | 3 | 1 | 1 | 3 | 1 |
| 2025Q2 | 9 | 2 | 2 | 1 | 4 | 1 | 2 | |
| 2025Q3 | 11 | 7 | 5 | 3 | 2 | 4 | 1 | 1 |
| 2025Q4 | 10 | 1 | 6 | 2 | 2 | 1 | 1 | |
| 2026Q1 | 11 | 10 | 4 | 1 | 3 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 3 | 5 | 9 | 11 | 10 | 11 |
| Revenue Growth | 4 | 5 | 2 | 7 | 1 | 10 |
| Competitive Dynamics | 2 | 2 | 2 | 5 | 6 | 4 |
| Demand | 3 | 3 | 1 | 3 | 2 | 1 |
| Margin | 1 | 4 | 2 | 2 | 3 | |
| Guidance Reliability | 1 | 1 | 1 | 4 | 2 | |
| M&A | 3 | 2 | 1 | 1 | 1 | |
| Regulation Policy | 2 | 1 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TRI Thomson Reuters Corporation | 7 | +8.3% | |
| CTAS Cintas | 8 | +8.9% | |
| GPN Global Payments | 7 | +23.1% |