MSCI Inc. · MSCI · Next earnings

MSCI Inc. reports Tuesday, Oct 20, 2026

MSCI reports before market open with consensus EPS at $5.01 and revenue at $884.7M. Last quarter: MSCI Q2 2026: Double-Digit Growth Persisted, but Higher Expenses and S&C Headwinds Drove 11% Drop

Reports Before market open30 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $5.01 Calendar consensus
Consensus revenue $884.7M Calendar consensus
Report date Oct 20, 2026 Tuesday, date estimated
Session Before market open 30 days away

Where MSCI left off: FY2026 Q2

Full report

MSCI Q2 2026: Double-Digit Growth Persisted, but Higher Expenses and S&C Headwinds Drove 11% Drop

EPS surprise -1.0% Reported $4.94 vs $4.99
Revenue surprise -0.4% Reported $867.0M vs $870.7M
Stock move -10.1% Event window
Subsequent drift +3.8% Up to 20 sessions

Guidance sentiment was maintained for the second consecutive quarter. Expense guidance was raised to reflect First Street acquisition costs and increased compensation accruals linked to AUM growth. Full-year tax rate and free cash flow guidance remain unchanged.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Cyclical slowdown in sustainability product demand, with flat to slightly negative net new sales expected
  • Fee compression from mix shift toward lower-fee products and tiered pricing
  • Quarterly revenue volatility from high-ticket new product rollouts
  • Competitive pressure in index and analytics markets
  • Margin softness in the Analytics segment

Questions analysts left open

  • Sustainability segment performance and timing of recovery
  • Analytics subscription growth softness and lumpiness
  • Fee compression dynamics and pricing outlook
  • Margin softness in the analytics segment
  • Potential revenue volatility from new high-ticket products

Ask FN2 about MSCI next report

Transcript, numbers and history already loaded
What should I watch for in MSCI's next earnings report?How did MSCI guide last quarter, and is consensus above or below that?Give me the bull and bear case going into MSCI earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the MSCI recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent MSCI quarters

All MSCI earnings
-10.1%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.