Moody's Corporation · MCO · Next earnings

Moody's Corporation reports Wednesday, Feb 17, 2027

MCO reports before market open with consensus EPS at $3.62 and revenue at $1.93B. Last quarter: Moody’s Reaffirms Guidance as AI Financing Supports Q3 Growth

Reports Before market open105 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $3.62 Calendar consensus
Consensus revenue $1.93B Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session Before market open 105 days away

Where MCO left off: FY2026 Q3

Full report

Moody’s Reaffirms Guidance as AI Financing Supports Q3 Growth

EPS surprise -2.6% Reported $4.14 vs $4.25
Revenue surprise -2.6% Reported $2.02B vs $2.08B
Stock move +1.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year guidance was reaffirmed. The first-time mandate outlook was raised to 900–950, while Q4 issuance and leveraged-finance conditions remain key watch items.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macro uncertainty, wider credit spreads, and geopolitical tensions could pressure issuance.
  • Leveraged-finance softness and seasonal Q4 issuance declines could affect near-term results.
  • KYC/AML compliance issues and volatility in AI-related financing remain execution and demand risks.

Questions analysts left open

  • Whether AI adoption converts into incremental revenue and ARR rather than mainly retention.
  • The Q4 issuance outlook, including AI-related and M&A financing.
  • The effect of recent KYC/AML fines on KYC business growth and the outlook for leveraged finance.

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Recent MCO quarters

All MCO earnings
+1.2%FY2026 Q3-0.2%FY2026 Q2+1.6%FY2026 Q1+6.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.