earnings
confidence high
sentiment positive
materiality 0.80
MSCI Q1 2026 revenue $850.8M (+14.1%), diluted EPS $5.53 (+49.1%), organic revenue growth 13.3%
MSCI Inc.
2026-Q1 EPS reported
$5.53
revenue$850,800,000
- Operating revenues $850.8M, +14.1% YoY; organic revenue growth 13.3%. Diluted EPS $5.53 (+49.1%), adjusted EPS $4.55 (+13.8%).
- Record asset-based fee run rate; Index segment revenue $496.3M (+17.7%), strongest Q1 recurring subscription sales since 2022.
- Board declared Q2 cash dividend $2.05/share, payable May 29; $464M in share repurchases during Q1 and through Apr 20.
- Full-year 2026 guidance reaffirmed; free cash flow $278M (+3.4% YoY); net debt/adjusted EBITDA 3.2x within target range.
- Retention rate 95.4%; organic recurring subscription run rate growth 8.2%. Headcount 6,319, +2.2% YoY.