The earnings call presented a generally positive outlook with notable revenue growth, especially in private credit and Moody's Analytics segments. However, there were challenges in certain areas like Corporate Finance and Structured Finance issuance. Despite these challenges, the company's strong performance in other areas and strategic investments in GenAI and private credit suggest a positive sentiment overall.

Company Guidance -

Q3 2025

During the Moody's Corporation earnings call for the second quarter of 2025, the company provided updated guidance for the full year. The key metrics highlighted were a revenue growth of 4% year-over-year, reaching $1.9 billion, and an adjusted operating margin of 50.9%, a 130 basis point increase from the previous year. Adjusted diluted EPS rose by 9% to $3.56, marking a 60% growth over three years. The company expects full-year revenue growth in the mid-single-digit percent range and has adjusted its fiscal guidance accordingly. Moody's also reported strong performance in its Moody's Analytics segment, with an 11% revenue growth and a 12% increase in recurring revenue. The company emphasized strategic investments and partnerships, notably in private credit markets, which saw revenue growth of 75% in Q2. Looking ahead, Moody's maintains an optimistic outlook for the second half of the year, with a focus on disciplined expense management and continued investment in growth opportunities.

Revenue Growth

Moody's revenue for the second quarter of 2025 was $1.9 billion, up 4% year-over-year. The adjusted operating margin improved to 50.9%, up 130 basis points from last year.

Earnings Per Share Increase

Adjusted diluted EPS was $3.56, a growth of 9% compared to the previous year, and a 60% increase from the same quarter three years ago.

Private Credit Revenue Surge

Private credit-related transactions accounted for nearly 25% of first-time mandates, with revenue related to private credit growing 75% in the second quarter.

Moody's Analytics Performance

Moody's Analytics delivered an 11% revenue growth and 12% growth in recurring revenue, with an adjusted operating margin of 32.1%, a 360 basis point improvement year-over-year.

GenAI Integration

Approximately 40% of Moody's products, measured by ARR, now include some form of GenAI enablement. Total spend from GenAI early adopter customers is approaching $200 million, growing at twice the rate of Moody's Analytics overall.

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	$499.12	$507.88	+1.76%
Apr 22, 2025	$412.50	$429.04	+4.01%
Feb 13, 2025	$503.52	$525.47	+4.36%
Oct 22, 2024	$484.24	$465.12	-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 (MCO) report earnings?

Moody's (MCO) is schdueled to report earning on Oct 28, 2025, Before Open (Confirmed).

What is Moody's (MCO) earnings time?

Moody's (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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