earnings
confidence high
sentiment positive
materiality 0.85
Moody's reports record FY 2025 revenue $7.7B, diluted EPS +21%; Q4 EPS +57%; 2026 outlook $15-15.60 diluted EPS
MOODYS CORP /DE/
2025-FY EPS reported
$13.67
revenue$7,718,000,000
- Q4 revenue $1.9B (+13% YoY), FY revenue $7.7B (+9% YoY); Q4 diluted EPS $3.41 (+57%), adjusted $3.64 (+39%).
- MIS Q4 revenue +17% (record), FY +9% (record); FY issuance >$6.6T. MA ARR $3.5B (+8%).
- MCO adjusted operating margin 51.1% FY (+350bps at MIS, +240bps at MA).
- FY 2026 outlook: diluted EPS $15.00-$15.60, adjusted $16.40-$17.00; revenue growth expected.
- Dividend $1.03/share payable Mar 13, 2026; $4B share repurchase authority remaining.