The earnings call presented a positive outlook driven by revenue growth, strategic partnerships, and significant expansion in private credit and GenAI deployment. However, challenges in specific segments like Corporate Finance and Financial Institutions, along with Strategic Finance issuance declines, were noted.

Company Guidance

During the Moody's Corporation Second Quarter 2025 Earnings Call, significant guidance was provided for the fiscal year 2025. Moody's narrowed its guidance ranges for several key metrics, including rated issuance, MIS revenue, and EPS. The company reported a strong second quarter performance, with revenue of $1.9 billion, reflecting a 4% year-over-year increase, and an adjusted operating margin of 50.9%, which is up 130 basis points from the previous year. Adjusted diluted EPS grew by 9% to $3.56. Moody's Analytics demonstrated robust growth, with revenue increasing by 11% and recurring revenue growing by 12%, leading to an adjusted operating margin of 32.1%, a 360 basis point improvement year-over-year. The company also highlighted the strategic role of private credit as a significant growth driver, contributing nearly 25% of first-time mandates and showing a 75% revenue growth in the second quarter. Moody's reaffirmed its full-year guidance for Moody's Analytics, expecting high single-digit revenue and ARR growth, and maintained its adjusted operating margin guidance at 32% to 33%. The call emphasized Moody's ongoing investments in strategic areas such as AI, private markets, and partnerships, positioning the company for long-term sustainable value creation.

Revenue Growth

Moody's achieved a revenue of $1.9 billion in Q2 2025, marking a 4% year-over-year growth despite challenging conditions.

Operating Margin Improvement

The adjusted operating margin increased by 130 basis points to 50.9% compared to the previous year.

Private Credit Expansion

Revenue related to private credit grew by 75% in the second quarter, contributing significantly across multiple lines of business.

Moody's Analytics Performance

Analytics division saw an 11% revenue growth with an adjusted operating margin of 32.1%, a 360 basis point improvement year-over-year.

Strategic Partnerships

Moody's announced a significant partnership with Microsoft, integrating Moody's data into Microsoft's supply chain, compliance, credit, and KYC functions.

GenAI Deployment

Approximately 40% of Moody's products now include GenAI capabilities, with customers who adopted these solutions showing stronger engagement and growth.

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
Oct 28, 2025	2025 (Q3)	3.45 / -	3.21	―	―	―
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)
Oct 25, 2023	2023 (Q3)	2.30 / 2.43	1.85	31.35% (+0.58)
Jul 25, 2023	2023 (Q2)	2.25 / 2.30	2.22	3.60% (+0.08)

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
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%
Oct 22, 2024	$483.37	$464.28	-3.95%

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 Oct 28, 2025, Before Open (Confirmed).

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

Moody's Corp. (MCO) earnings time is at Oct 28, 2025, 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 (Q3) is 3.45.

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