MSCI Inc. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: MSCI delivered strong Q1 2026 results with revenue up 14.1% YoY to $850.8M and net income surging 40.7% to $406.0M, though total liabilities jumped 32% to $8.32B driven by a significant increase in long-term debt and aggressive share buybacks that deepened stockholders' equity deficit to -$2.77B.
Drawn from management commentary in the Q1 2026 10-Q:
MSCI grew total revenue 14.1% YoY from $745.8M to $850.8M in Q1 2026, reflecting continued strong demand across its index, analytics, and real assets segments, demonstrating the resilience of its subscription-based business model.
Operating margin expanded approximately 316 basis points YoY to 53.7%, while net margin reached 47.7%, indicating strong operating leverage as revenue growth significantly outpaced cost growth, with R&D expense rising only 4.2% YoY to $49.6M.
MSCI nearly doubled its share buyback activity, repurchasing $414.8M in shares in Q1 2026 versus $213.1M in Q1 2025 (up 94.7% YoY), contributing to a deepened stockholders' equity deficit of -$2.77B and a significantly elevated long-term debt load of $6.40B.
Revenue
$850.8M
++14.08% YoY
EPS (Basic)
$5.54
++48.92% YoY
Operating Income
$456.9M
++21.19% YoY
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