| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 2.2K | 5.1% | 15.1% |
| Total Income | 2.2K | 5.1% | 15.1% |
| Expenditure | 1.1K | 1.6% | 5.5% |
| PBT | 1.2K | 34.6% | 51.7% |
| Net Profit | 878.00 | 32.8% | 51.9% |
| OPM | 47.87% | 3.52pp | 4.77pp |
| NPM | 40.18% | 8.39pp | 9.73pp |
| EPS | 5.04 | 34.8% | 56.5% |
Moody's Corporation Reports Strong Q2 2026 Results with 15% Revenue Growth and 57% EPS Increase
22 Jul 2026 · 22 Jul, 4:31 pm
Summary
Moody's Corporation announced exceptional results for the second quarter of 2026, with revenue climbing 15% year-over-year to $2.2 billion. This strong performance was driven by a 25% increase in Moody's Investors Service revenue and a 4% rise in Moody's Analytics revenue. The company demonstrated significant operating leverage, with its Adjusted Operating Margin expanding by 440 basis points to 55.3%, and Diluted EPS surging by 57% to $5.03. Management highlighted the growing importance of trusted intelligence in complex markets and reaffirmed guidance for full-year 2026 revenue growth in the high-single digit percent range, while narrowing Adjusted Diluted EPS guidance.
Key Highlights
- 1
Moody's Corporation reported second quarter 2026 revenue of $2.2 billion, a 15% increase from the prior-year period.
- 2
The company's operating margin was 47.9%, with an Adjusted Operating Margin expanding by 440 basis points to 55.3%.
- 3
Diluted Earnings Per Share (EPS) increased by 57% to $5.03 compared to the prior-year period.
- 4
Adjusted Diluted EPS saw a 31% increase, reaching $4.68.
- 5
Year-to-date operating cash flow increased by 32% to $1,718 million, and Free Cash Flow rose by 34% to $1,532 million.
- 6
Moody's Investors Service (MIS) revenue grew 25% year-over-year to $1.3 billion.
- 7
Moody's Analytics (MA) revenue increased 4% year-over-year to $925 million, with organic constant currency revenue up 8%.
Management Comments
Rob Fauber
Moody's delivered exceptional results in the second quarter, reflecting both strong execution and the growing importance of trusted, decision-grade intelligence in an increasingly complex world. As capital markets evolve, funding needs grow, risks become more interconnected, and AI transforms workflows, customers are turning to us to make consequential decisions with greater confidence. As these forces reshape markets and institutions, Moody's is well positioned at the intersection of risk, data, analytics and technology.
Informational and educational content only. Not investment advice.