Moody's Corp 2026: Revenue $2.02B, EPS $4.24— 10-Q Summary
Moody's Corp reported Q3 2026 revenue of $2.02B, net income of $734M, and EPS of $4.24, up from $2.01B, $646M, and $3.6 in the prior-year quarter. Growth was driven by Moody's Analytics and stronger MIS issuance, with total revenue up 1% in the quarter and 8% year-to-date. The company is shifting toward cloud subscription models, with ARR rising 8%.
How this was made
The 30-second read
Why it matters
The earnings release provides fresh data on Moody's performance, which can influence valuation models and sector sentiment.
Market read
First‑report earnings data for a large‑cap rating agency; modest upside potential for the stock and its sector.
What to watch
Potential headwinds from slower credit cycles or regulatory scrutiny of rating methodologies.
Background
Moody's filed its 10‑Q for the quarter ended 2026, highlighting revenue growth from Moody's Analytics and higher ARR.
Ticker impact
Moody's Corp reported Q3 2026 revenue of $2.02B and diluted EPS of $4.24, up from the prior-year quarter.
slight upside as the market prices in the earnings beat and cloud subscription growth
The numbers exceed the prior-year quarter and show incremental growth in core segments, which typically supports a modest price lift.
Market effects
Positive signal for credit rating and analytics providers; may lift peers in the financial data space.
U.S. financial services sector could see modest gains.
Limited to investors tracking rating agencies and data‑analytics firms.
Counterpoint
If expectations were already high, the modest beat may not be enough to sustain price gains.
Key entities
- companyMoody's Corp
Global credit rating and analytics provider.
