Moody's (MCO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

4.42

Last Year’s EPS

3.83

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 17 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 18, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a strongly positive operating and financial picture: record revenue, expanded margins, record adjusted EPS, high issuance and ratings activity, robust private credit growth, growing ARR and recurring revenue, meaningful AI-led customer adoption, and a shareholder-friendly capital return plan. Near-term headwinds—divestitures (creating one‑time and recurring reported growth impacts), some DOS-related cancellations, segment variability (KYC/insurance), FX/M&A timing effects, increased CapEx, and investor questions about widespread AI monetization—were acknowledged but positioned as manageable and largely offset by durable demand, strong cash flow, and strategic positioning. Overall, highlights materially outweigh the lowlights.

Company Guidance

Moody’s 2026 guidance calls for company revenue growth in the high single‑digit percent range and adjusted operating margin expanding about 150 basis points to roughly 50%–53%, with adjusted diluted EPS of $16.40–$17.00 (≈12% growth at the midpoint), an effective tax rate of 23%–25%, and free cash flow of $2.8–$3.0 billion (≈13% growth at the midpoint) despite a $100 million incremental CapEx build‑out; the firm expects ≈$2.0 billion of share repurchases, a 10% increase to the quarterly dividend and to return at least 90% of FCF to shareholders. On the ratings side (MIS) Moody’s expects issuance to rise low single‑digits (front‑loaded with ~mid‑50% of issuance in H1), a 40%–45% increase in debt‑funded M&A issuance, MIS revenue growth in the high single‑digits and a MIS adjusted operating margin of ~65% (up ~150 bps). Moody’s Analytics guidance is at the high end of mid‑single‑digit reported revenue growth with organic/ARR growth targeted in the high single‑digits, an MA adjusted operating margin of 34%–35% (≈150 bps improvement at midpoint) and a ~180 bps growth headwind from the Learning Solutions divestiture; the Learning Solutions sale produces about a 1 percentage‑point headwind to MCO revenue (≈2 points to MA) and ~30 bps MA margin dilution, while the pending Regulatory Reporting divestiture (upon close) is expected to subtract ~2 percentage points from MA reported revenue and have a modest $0.05–$0.10 EPS impact.

Record Revenue and Top-Line Growth

Total revenue exceeded $7,700,000,000 in 2025, up 9% year-over-year; both Ratings and Analytics grew ~9%.

Expanded Profitability and Margins

MCO adjusted operating margin expanded to 51.1%, up 300 basis points year-over-year; Moody's Analytics adjusted margin reached ~36% in Q4 with 190 basis points of expansion in the quarter.

Record Adjusted EPS

Adjusted diluted EPS reached a record $14.94, up 20% year-over-year and representing ~70% earnings growth over the past three years (~20% CAGR since 2022).

Historic Ratings Activity and Market Leadership

Moody's rated $6.6 trillion of debt in 2025 (all-time high); Q4 was the busiest fourth quarter in company history with >$70,000,000,000 of issuance in a single quarter for issuers including Alphabet, Amazon, and Meta; named Best Credit Rating Agency in the U.S. by Xcel for the 14th consecutive year.

Strong Private Credit Momentum

Private credit revenue increased 60% in 2025; private credit activity grew 40% in Q4 with notable wins including sole rating for a $1.5B Blackstone private credit CLO.

Recurring Revenue and ARR Strength

Recurring revenue represented 97% of Q4 MA revenue and grew 11% in the quarter; ARR reached $3.5 billion, up 8%, with organic constant currency recurring revenue growth at 8%.

AI-Driven Product Adoption and Commercial Traction

Customers who purchased/upgraded into at least one GenAI or AgenTix solution retain at 97% and grow roughly twice the rate of the rest of the customer base; CreditLens grew ~20% in 2025 with ~67% average uplift on eligible renewals (≈ two-thirds converted to AI-enabled lending suite).

MIS (Ratings) Quarterly and Full-Year Strength

MIS Q4 revenue up 17% year-over-year; MIS full-year adjusted operating margin 63.6%, up 350 basis points; MIS recurring revenue up 9% YoY in Q4.

Strategic Wins and Product Innovation

Notable commercial wins include large banks embedding GenAI-ready data/APIs (e.g., payments platform Orbis integration), Interpol leveraging ownership/firmographic data leading to operations (83 arrests), and launch of a high-definition severe convective storm model calibrated on >$55B of claims data.

Capital Allocation and Shareholder Returns

2026 plan includes ~$2,000,000,000 in share repurchases, a 10% quarterly dividend increase, and a commitment to return at least 90% of free cash flow; free cash flow guide of $2.8B–$3.0B (≈13% growth midpoint).

2026 Financial Guidance

Company expects full-year 2026: MCO revenue growth in the high single-digit percent range, adjusted operating margin expanding by ~150 bps to 50%–53%, and adjusted diluted EPS guidance of $16.40–$17.00 (~12% growth at midpoint).

Moody's (MCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 28, 2026	2026 (Q1)	4.42 / -	3.83	―	―	―
Feb 18, 2026	2025 (Q4)	3.43 / 3.64	2.62	38.93% (+1.02)
Oct 22, 2025	2025 (Q3)	3.70 / 3.92	3.21	22.12% (+0.71)
Jul 23, 2025	2025 (Q2)	3.38 / 3.56	3.28	8.54% (+0.28)
Apr 22, 2025	2025 (Q1)	3.54 / 3.83	3.37	13.65% (+0.46)
Feb 13, 2025	2024 (Q4)	2.60 / 2.62	2.19	19.63% (+0.43)
Oct 22, 2024	2024 (Q3)	2.87 / 3.21	2.43	32.10% (+0.78)
Jul 23, 2024	2024 (Q2)	3.03 / 3.28	2.3	42.61% (+0.98)
May 02, 2024	2024 (Q1)	3.02 / 3.37	2.99	12.71% (+0.38)
Feb 13, 2024	2023 (Q4)	2.33 / 2.19	1.6	36.87% (+0.59)

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
Feb 18, 2026	$423.22	$450.76	+6.51%
Oct 22, 2025	$483.96	$471.85	-2.50%
Jul 23, 2025	$497.23	$505.96	+1.75%
Apr 22, 2025	$410.94	$427.42	+4.01%

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 Apr 28, 2026, Before Open (Confirmed).

What is Moody's Corp. (MCO) earnings time?

Moody's Corp. (MCO) earnings time is at Apr 28, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is MCO EPS forecast?

MCO EPS forecast for the fiscal quarter 2026 (Q1) is 4.42.