Moody's (MCO) Has The Market Asking A Bigger Question

Moody's Corporation (MCO) reported Q2 FY2026 earnings with revenue up 15.1% to $2.19B and adjusted EPS up 31.5% to $4.68. The company narrowed its full-year EPS guidance and lowered operating margin guidance but raised share repurchase guidance. Analysts expect a 13.1% rise in diluted EPS for the current fiscal year. The stock has underperformed the S&P 500 and the iShares U.S. Broker-Dealers & Securities Exchanges ETF over the past year.

Moody's (MCO) is integrating its credit ratings and risk intelligence into Google Cloud's Gemini Enterprise for Financial Services, expanding a partnership to enhance AI-driven workflows. This move aims to monetize Moody's data through enterprise AI platforms, benefiting both Moody's and Alphabet (GOOGL). The integration provides users with direct access to Moody's data, improving AI-generated analysis and reducing the need for custom connections. Investors should monitor the impact on Moody's a

Moody’s (MCO) held its Q2 earnings call. Management reported revenue up 15% YoY, adjusted operating income up 25%, adjusted diluted EPS up 31% to $4.68, and raised the full-year EPS midpoint to $16.75. Ratings issuance topped $2T, MIS margin ~68.3%, and Analytics ARR ~ $3.7B. Free cash flow rose to $688M and buybacks up to $3.0B.

Simply Wall St reports Moody’s (MCO) Q2 2026 results: revenue of $2.2B and basic EPS of $5.04. Trailing 12-month revenue is $8.2B with EPS of $15.80, up 31.1% YoY, and net profit margin at 34.3% vs 29.2% a year earlier. It cites P/E 30.6x and DCF fair value $499.62 vs $489.70.

Moody’s Corporation (MCO) reported Q2 adjusted EPS of $4.68, above $4.24 consensus, and sales of $2.185B, up 15% year over year. Operating income rose to $1.05B and operating margin to 47.9%. Moody’s raised Q2 buyback guidance to $3.0B and declared a $1.03 quarterly dividend. It lifted FY26 adjusted EPS to $16.50-$17.

Moody’s reported second-quarter profit of $878 million, or $5.03 per share, up from $578 million, or $3.21 per share a year earlier, driven by stronger bond issuance. Revenue from its investor services rose 25% to $1.26 billion, with rated issuance volume up 33%. Moody’s raised the lower end of its 2026 profit forecast to $16.50.