MCO Moody's (MCO) Q1 FY26 earnings call
Moody's delivered a strong first quarter, driven by robust revenue growth in both its Ratings and Analytics segments, coupled with significant operating leverage. The company capitalized on structural demand for ratings in areas like AI-driven infrastructure and private credit, while expanding its analytics solutions through strategic partnerships and AI integration. Despite geopolitical volatility, Moody's remains confident in its full-year outlook, supported by disciplined execution and a focus on high-quality recurring revenue streams.
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MCO operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Retention rate Moody's Analytics | 93%93% recurring revenue, a 93% retention rate, and consistent growth at scale.Source: earnings call transcript | 95%That was up nearly 9% from the prior year, with trailing 12-month retention remaining strong at 95%.Source: earnings call transcript | 95%Retention was very strong at 95% on a trailing 12-month basis and that reflects the mission-critical nature of our solutions and the durability of our customer relationships, underpinned by trust and delivery of outcomes.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.