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Moody's Corp. (MCO)
NYSE:MCO
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.63Last Year’s EPS
3.37Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: 1.22%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
Moody's delivered a strong financial performance in 2024 with significant revenue and earnings growth, driven by both Moody's Investor Service and Moody's Analytics. The company made strategic investments and acquisitions to enhance its offerings, while also achieving notable recognitions. However, challenges in transactional revenue and required restructuring efforts were noted. Overall, the positive aspects significantly outweighed the negatives.Company Guidance
During Moody's Corporation's earnings call for the fourth quarter and full year 2024, several key metrics and guidance for fiscal year 2025 were highlighted. Moody's reported a record year in 2024 with a 20% increase in revenue, surpassing $7 billion, and an adjusted operating margin expansion of over 400 basis points, leading to a 26% growth in adjusted diluted EPS. The Moody’s Investor Service (MIS) saw an 18% total revenue growth, with transactional revenue increasing by 29% in Q4. Additionally, Moody's Analytics (MA) achieved 10% recurring revenue growth in Q4 and a 9% increase in annualized recurring revenue (ARR). For 2025, the company expects high single-digit revenue growth and an adjusted operating margin expansion of about 200 basis points to approximately 50%. MIS is projected to have mid to high single-digit revenue growth, with a 62% to 63% adjusted operating margin, while MA is expected to achieve high single-digit revenue growth with ARR growth in the high single-digit to low double-digit range. Moody's also announced an efficiency program aiming for $250 million to $300 million in annualized cost savings. The company highlighted its strategic focus areas, including private credit, transition finance, and its investments in generative AI, to capitalize on evolving market demands.Record-Breaking Revenue and Growth
Moody's achieved a record year in 2024 with a 20% increase in revenue, reaching over $7 billion, and a 26% growth in adjusted diluted EPS. The adjusted operating margin expanded by over 400 basis points.
Strong Performance in Moody's Investor Service (MIS)
MIS delivered an 18% total revenue growth, with a 29% increase in transactional revenue in Q4. The ratings team achieved 33% revenue growth and over 500 basis points of adjusted operating margin expansion for the full year.
Moody's Analytics Growth
Moody's Analytics saw a 10% growth in recurring revenue in Q4, with Decision Solutions leading with $1.4 billion in ARR growing at 12%.
Notable Achievements and Recognitions
Moody's was named the best rating agency for the thirteenth consecutive year by Extell. They issued nearly 400 private credit-related transactions and expanded Moody's Local into six more Central American countries with revenues up 16%.
Strategic Investments and Acquisitions
Moody's made three important acquisitions in the last six months, including Numerated, CreditCat, and Tape Analytics, enhancing product offerings in banking, insurance, and property analytics.
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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
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MCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | $505.44 | $527.48 | +4.36% |
| Oct 22, 2024 | $486.09 | $466.90 | -3.95% |
| Jul 23, 2024 | $448.74 | $450.26 | +0.34% |
| May 02, 2024 | $370.78 | $374.27 | +0.94% |
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.
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FAQ
When does Moody's Corp. (MCO) report earnings?
Moody's Corp. (MCO) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Moody's Corp. (MCO) earnings time?
Moody's Corp. (MCO) earnings time is at May 01, 2025, TBA Not 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 (Q1) is 3.63.
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