MOODYS CORP /DE/ is expected to release its Q3 2026 10-Q filing on October 20, 2026, before market open. Last quarter: Moody's delivered a strong Q2 FY2026 with total revenue up 15% YoY to $2,185M and net income up 52% to $878M, driven by 25% growth in MIS ratings revenue (particularly strong CFG issuance) and a $181M gain on the divestiture of the MA Regulatory Solutions business, even as stockholders' equity fell 23% YoY due to aggressive share buybacks ($2,165M YTD).
EPS Estimate
$4.42
Revenue Estimate
$2.12B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the MCO page.
Drawn from management commentary in the Q2 2026 10-Q:
MIS external revenue grew 25% YoY to $1,260M, driven by strong leveraged finance issuance in the U.S., investment-grade issuance tied to AI-related financing by hyperscalers, and strong Project and Infrastructure Finance issuance related to data centers and technology infrastructure build-out. Within MIS, PPIF revenue grew 38%, CFG grew 27%, FIG grew 16%, and SFG grew 12%.
The company recorded a $181M gain on the divestiture of the MA Regulatory Solutions business, which drove non-operating income to $125M from an expense of $(46)M in the prior-year quarter, and directly contributed to the 57% increase in diluted EPS to $5.03.
Operating margin rose to 47.9% from 43.1% a year ago, and Adjusted Operating Margin rose to 55.3% from 50.9%, reflecting the 15% revenue increase partially offset by only a 5% growth in operating and SG&A expenses, aided by disciplined cost management.
Revenue
$2.19B
++15.12% YoY
EPS (Basic)
$5.04
++56.52% YoY
Operating Income
$1.05B
++27.87% YoY
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