earnings
confidence high
sentiment positive
materiality 0.95
Moody's Q1 2026 revenue $2.1B, up 8%; raises share repurchase guidance to ~$2.5B
MOODYS CORP /DE/
2026-Q1 EPS reported
$3.73
revenue$2,079,000,000
- Q1 revenue $2.079B (+8% YoY); adjusted operating margin 53.2% (up 150 bps); adjusted diluted EPS $4.33 (+13%).
- Moody's Investors Service record quarterly revenue $1.153B on over $2 trillion in rated issuance.
- Moody's Analytics revenue $926M (+8%); ARR $3.607B (+8%); Christina Kosmowski named CEO of MA effective June 2026.
- Operating cash flow $939M (+24%); free cash flow $844M (+26%); returned $1.7B to shareholders.
- Updated guidance: diluted EPS $16.00-$16.60; adjusted diluted EPS $16.40-$17.00; share repurchases ~$2.5B.