Moody's Corporation · MCO · Next earnings

Moody's Corporation reports Wednesday, Oct 28, 2026

MCO reports before market open with consensus EPS at $4.26 and revenue at $2.07B. Last quarter: Moody's Q2: Revenue Up 15%, EPS Beat of 10%, Guidance Raised as AI Data-Center Financing Surges

Reports Before market open38 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $4.26 Calendar consensus
Consensus revenue $2.07B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where MCO left off: FY2026 Q2

Full report

Moody's Q2: Revenue Up 15%, EPS Beat of 10%, Guidance Raised as AI Data-Center Financing Surges

EPS surprise +9.9% Reported $4.68 vs $4.26
Revenue surprise +4.7% Reported $2.19B vs $2.09B
Stock move -0.2% Event window
Subsequent drift -1.1% Up to 20 sessions

Management shifted from maintaining guidance in Q1 to actively raising it in Q2. The full-year adjusted EPS midpoint was raised to $16.75, and the issuance outlook was upgraded to mid-single-digit growth. Full-year high-single-digit ARR growth guidance for Moody's Analytics was maintained. No change to the $2.5 billion share repurchase guidance announced in Q1 was mentioned.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical volatility and potential energy-flow disruptions could delay issuance timing
  • Higher-for-longer inflation or unexpected rate cuts could affect refinancing and M&A activity levels
  • Seasonality and lower yield mix from frequent data-center issuers may pressure transaction revenue quality
  • Regulatory changes affecting private credit and insurance-linked securities markets

Questions analysts left open

  • Assumptions for second-half issuance levels and revenue mix sustainability
  • Potential upside if M&A activity increases or high-yield spreads tighten
  • Whether MCP and NCP adoption can be sustained without lapping effects
  • Impact of declining AI token costs on usage patterns and pricing dynamics

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Recent MCO quarters

All MCO earnings
-0.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.