MCO MOODYS (MCO) Q4 FY24 earnings call
Moody's delivered a record Q4 and full year 2024, driven by strong revenue growth across both its Ratings and Analytics segments and significant adjusted operating margin expansion. The company is strategically investing in technology, GenAI, and acquisitions to capitalize on market shifts like private credit and climate risk, while also implementing an efficiency program to simplify its organizational structure and accelerate profitability. This positions Moody's for sustained growth and increased earnings power, reflected in an updated medium-term adjusted diluted EPS growth target.
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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.