MSCI Inc (MSCI)
NYSE:MSCI
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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.85Last Year’s EPS
4.17Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operating and financial beats — double-digit organic revenue growth, robust margin expansion, record ABF run rate, accelerating subscription momentum across Index, Analytics, and Private Capital Solutions, large ETF inflows, meaningful AI-driven product innovation, and active capital return and M&A activity. Offsetting items were concentrated: muted Sustainability & Climate growth and continued headwinds in Real Assets, some lumpiness in Analytics due to implementation timing, modest incremental acquisition-related expenses and a near-term tax/cash timing profile. Overall, the positive drivers (broad-based revenue growth, record ABF flows, rising net new subscription sales, and strategic AI/M&A initiatives) materially outweigh the limited near-term headwinds.Company Guidance
Strong Top-Line and Profit Growth
Organic revenue growth of >13% year-over-year, adjusted EPS growth nearly 14%, and adjusted EBITDA growth almost 19% in Q1 FY2026.
Record Subscription and Run Rate Momentum
Total run rate growth ~13%; recurring subscription run rate growth 9% with net new recurring subscription sales of $39.6M (up 52% YoY) — best Q1 net new recurring sales since 2022; retention across product lines 95.4%.
Asset-Based Fee (ABF) Surge and ETF Flows
ABF run rate reached a record $872M, up 25% YoY; equity ETFs linked to MSCI captured record $103B of inflows in Q1 (~35% of all equity index-linked ETF flows) versus prior record $67B in Q4.
Index Business Reacceleration and Custom Index Demand
Index organic subscription run rate growth reaccelerated to double digits (~10.7%+); record Q1 recurring sales in Index (management cited ~ $25M–$33M recurring net new sales figures across remarks); strong custom index demand driven by non-market-cap rules-based strategies.
Analytics and Private Capital Momentum
Analytics: recurring net new subscription sales $8.2M (up ~55%) and run rate growth in the high-single-digits; Private Capital Solutions: recurring net new sales growth ~44% and subscription run rate growth accelerated to ~16%.
Client Segment Strength — Hedge Funds, Banks, Asset Owners
Hedge funds: subscription run rate growth ~17% and highest-ever Q1 recurring net new subscription sales (~$12M); banks/broker-dealers: subscription run rate growth ~11% with best-ever Q1 recurring net new sales (~$11M); asset owners: subscription run rate growth ~10%.
Geographic Strength — APAC and Europe
APAC: strongest-ever Q1 recurring sales at $15M (up 46% YoY). Europe: strong ETF inflows ($46B in Q1, ~50% of regional flows) and significant share of European-listed ETF AUM tied to MSCI indices.
Capital Deployment and Strategic M&A
Repurchased >$464M of shares at an average price of ~$556 per share YTD; completed three strategic bolt-on acquisitions (Compass Financial Technologies, VantageR, PM Insight) to expand capabilities in index calculation, AI-native private market tools, and secondary pricing/reference data.
AI Adoption and Product Innovation
Accelerated AI integration across product launches (IndexAI Insights launched in Feb with hundreds of clients), data gathering, model/methodology creation, and productivity improvements that management says are driving faster product velocity and distribution.
MSCI 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
MSCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $566.95 | $597.39 | +5.37% |
Jan 28, 2026 | $579.47 | $612.46 | +5.69% |
Oct 28, 2025 | $543.00 | $589.57 | +8.58% |
Jul 22, 2025 | $572.07 | $521.10 | -8.91% |
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 MSCI Inc (MSCI) report earnings?
MSCI Inc (MSCI) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is MSCI Inc (MSCI) earnings time?
MSCI Inc (MSCI) earnings time is at Jul 28, 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 MSCI EPS forecast?
MSCI EPS forecast for the fiscal quarter 2026 (Q2) is 4.85.