MCO MOODYS (MCO) Q3 FY26 earnings call
Moody's delivered strong Q3 FY26 results, exceeding $2 billion in revenue for the third consecutive quarter, driven by robust profitability in both its ratings and analytics segments. Despite a 2% decline in overall rated issuance and moderated leveraged finance activity, the company reaffirmed its full-year guidance, highlighting the resilience of its business model and disciplined cost management. Strategic investments in AI infrastructure and private credit continue to create durable opportunities, while Moody's Analytics saw strong ARR growth and margin expansion.
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MCO operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | Jun 2026 Q2 FY26 | This call 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.