Moody's posts Q3 earnings miss and reaffirms 2026 guidance
Moody's Corp. reported third‑quarter 2026 adjusted earnings of $4.14 per share, $0.11 below the $4.25 consensus, and revenue of $2.02 billion, missing the $2.08 billion estimate. Revenue grew 1% year‑over‑year, with organic constant‑currency growth of 3% and Moody's Analytics revenue up 3% (8% organic). The company reaffirmed its adjusted full‑year EPS guidance of $16.50‑$17.00 per share, with a midpoint of $16.75, and declared a $1.03 quarterly dividend.
Why it matters
The earnings miss and modest revenue shortfall triggered a roughly 3% drop in Moody's shares, affecting short‑term investor sentiment. The maintained guidance signals that full‑year earnings are expected to stay below Wall Street consensus, limiting upside potential for the remainder of 2026.
Key facts
- 1Adjusted EPS was $4.14, versus the $4.25 consensus, a shortfall of $0.11 per share. finance.yahoo.com
- 2Quarterly revenue was $2.02 billion, below the $2.08 billion forecast. finance.yahoo.com
- 3Revenue increased 1% from $2.01 billion in the prior-year quarter. finance.yahoo.com
- 4Organic constant‑currency revenue growth was 3%. finance.yahoo.com
- 5Moody's Analytics revenue was $936 million, up 3% YoY, with 8% organic constant‑currency growth. finance.yahoo.com
- 6Adjusted full‑year 2026 EPS guidance was $16.50‑$17.00 per share, with a midpoint of $16.75, below the $16.90 analyst consensus. finance.yahoo.com
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.