MCO MOODYS (MCO) Q3 FY25 earnings call
Moody's delivered a record-setting quarter, exceeding $2 billion in revenue, driven by robust issuance in its Ratings business and strong recurring revenue in Analytics. The company demonstrated significant operating leverage, expanding adjusted operating margins by over 500 basis points, and is on track to meet medium-term margin commitments. Strategic investments in AI and emerging markets, alongside portfolio simplification, position Moody's for continued durable growth despite some transactional revenue mix shifts.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
MCO operating KPIs by quarter
| KPI | This call 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.