Moody's Corporation operates as a global leader in risk assessment, divided into two main segments: Moody's Investors Service and Moody's Analytics. Moody's ...
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$3.94 per share
Est. EPS $4.26 · Revenue $2.07B · 14 analysts
Est. EPS $3.67 · Revenue $1.95B · 14 analysts
Est. EPS $16.94 · Revenue $8.28B · 16 analysts
$3.94 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.7B | +8.9% | +5.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.5B | +19.5% | +32.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +68.2% | +2.6% | +2.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +44.8% | +6.8% | +7.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +31.9% | +9.7% | +26.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.6B | +2.1% | +3.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +33.4% | -6.2% | -1.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 181.3% | -16.5% | +1.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.74x | +21.3% | +2.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $15.8B | +2.1% | -0.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 13.67 vs 14.72 | -7.1% | 5.02 vs 4.26 | +17.9% |
| Revenue Surprise | $7.7B vs $7.7B | +0.3% | $2.2B vs $2.1B | +5.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Fauber Robert | director, officer: President and CEO | Common Stock | A | 575 | $167.50 |
| Sep 1, 2026 | Fauber Robert | director, officer: President and CEO | Common Stock | A | 592 | $113.34 |
| Sep 1, 2026 | Fauber Robert | director, officer: President and CEO | Common Stock | D | 1,167 | $501.89 |
| Sep 1, 2026 | Fauber Robert | director, officer: President and CEO | Employee Stock Option (right to buy) | D | 575 | $167.50 |
| Sep 1, 2026 | Fauber Robert | director, officer: President and CEO | Employee Stock Option (right to buy) | D | 592 | $113.34 |
Operator : Good day, everyone, and welcome to the Moody's Corporation Second Quarter 2026 Earnings Call. At this time, I would like to inform you that this conference is being recorded. This call is scheduled to last approximately 1 hour. I will now turn the call over to Shivani Kak, Head of Investor Relations. Shivani, please go ahead. Shivani Kak : Thank you. Hello, and thank you for joining us today. I'm Shivani Kak, Head of Investor Relations at Moody's. This morning, we reported our second quarter results. The press release and today's presentations are posted at ir.moodys.com. We'll reference non-GAAP or adjusted measures. Please see the tables in our earnings release for reconciliations to U.S. GAAP. Today's remarks may include forward-looking statements under the Private Securities Litigation Reform Act of 1995. Please see the safe harbor language in our earnings release and the risk factors and MD&A in our most recent Form 10-K and other SEC filings available on our website and the SEC's website. These factors could cause actual results to differ materially from those expressed or implied. Members of the media may be listening in a listen-only basis. With that, I'll turn it over to Rob. Robert Fauber : Thanks, Shivani, and hello, everybody. Thanks for joining us today. I have the dreaded summer cold. So I pardon if my voice sounds a little bit gravelly today, but today's earnings are certainly making me feel much better. One quick update before we get to the results. In late June, we welcomed Christina Kosmowski as CEO of Moody's Analytics. And Christina brings 3 decades of experience scaling technology and analytics businesses. And I have to tell you, just 5 weeks in, she's already moving with the pace and focus that MA's next chapter demands. And we're thrilled to have her, and I look forward to all of you connecting with her soon. So turning to our results. Moody's delivered a standout second quarter with strong performance across the board. And at the enterprise level, we achieved 15% revenue growth. We grew adjusted operating income by 25%, expanded adjusted operating margin by 440 basis points to 55.3% and we grew adjusted diluted EPS by 31% to $4.68, and that's a great progression from the top line to the bottom line. And I think what's most encouraging is not just the strength of the quarter, but how broad-based it was. In Moody's Investor Service, transaction revenue grew 34%, and we rated more than $2 trillion of debt for the second consecutive quarter. And that reflects both the rebound in market activity as well as the enduring value of Moody's ratings in large complex financing markets like we've got right now. MIS also delivered adjusted operating margin of 68.3%. That was up 410 basis points from last year. Moody's Analytics also continued to perform very well. ARR reached approximately $3.7 billion. That was up nearly 9% from the prior year, with trailing 12-month retention remaining strong at 95%. MA also expanded …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Robert Scott Fauber | President, Chief Executive Officer & Director | USD 3,368,212 | Male | 1970 | Active |
Michael L. West | President of Moody's Investors Service Inc. & CEO of Moody's Ratings | USD 2,299,671 | Male | 1969 | Active |
Noemie Clemence Heuland | Senior Vice President & Chief Financial Officer | USD 1,894,500 | Female | 1978 | Active |
Richard Steele | Senior Vice President & General Counsel | USD 1,205,813 | Male | 1970 | Active |
Jason Phillips | Chief Accounting Officer & Corporate Controller | USD 1,116,590 | Male | 1977 | Active |
Maral Kazanjian | Senior Vice President & Chief People Officer | — | Female | 1974 | Active |
Shivani Kak | Head of Investor Relations | — | Female | — | Active |
Tameka Brown Alsop | Senior Vice President & Chief Administrative Officer | — | Female | — | Active |
Andrew Weinberg | Chief Compliance Officer | — | Male | — | Active |
Michael Adler | Senior Vice President of Corporate Communications | — | Male | — | Active |
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