MCO MOODYS (MCO) Q2 FY26 earnings call
Moody's delivered a standout second quarter, marked by broad-based strength across both its Investors Service and Analytics segments, driving significant revenue and earnings growth. The company raised its full-year EPS midpoint and share repurchase guidance, reflecting strong execution and capitalizing on diverse funding deep currents, including AI-related investments and private credit. While maintaining its revenue outlook despite an issuance upgrade due to mix, Moody's is extending its restructuring program to drive further efficiencies and reinvestment in growth.
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MCO operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | This call 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.