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Moody's Corp. (MCO)
NYSE:MCO
Earnings Data
Report Date
Feb 18, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
3.33Last Year’s EPS
2.62Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Moody's reported a strong third quarter with record revenue and earnings growth, driven by significant gains in both its MIS and Analytics divisions. The company demonstrated robust performance in private credit and AI integration, and revised its full-year MIS revenue growth outlook upward. However, challenges such as repricing activity and a slowdown in insurance ARR growth were noted.Company Guidance
Record Quarterly Revenue
Moody's exceeded $2 billion in quarterly revenue for the first time ever, up 11% from the third quarter of last year.
Strong Earnings Growth
Adjusted diluted EPS was $3.92 in the third quarter, up 22% from the previous year.
MIS Revenue Growth
MIS delivered 12% revenue growth for the quarter, surpassing $1 billion of quarterly revenue for the third consecutive quarter.
Moody's Analytics Revenue Increase
Moody's Analytics delivered a 9% year-over-year revenue growth, with ARR up 8% versus last year.
Strong Performance in Private Credit
Revenue tied to private credit grew over 60% in the third quarter across multiple MIS business lines.
Positive Outlook for Issuance
Moody's expects mid-single-digit issuance growth for the full year, with an upward revision for full-year MIS revenue growth in the high single-digit range.
Successful AI Integration
Moody's signed over $3 million in new business with a Tier 1 U.S. bank, integrating AI solutions for credit memo automation and early warning systems.
MCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 22, 2025 | $484.92 | $472.79 | -2.50% |
Jul 23, 2025 | $498.22 | $506.96 | +1.75% |
Apr 22, 2025 | $411.76 | $428.27 | +4.01% |
Feb 13, 2025 | $502.61 | $524.53 | +4.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Moody's Corp. (MCO) report earnings?
Moody's Corp. (MCO) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
What is Moody's Corp. (MCO) earnings time?
Moody's Corp. (MCO) earnings time is at Feb 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MCO EPS forecast?
MCO EPS forecast for the fiscal quarter 2025 (Q4) is 3.33.