Moody’s Posts 1% revenue growth to $2.02 billion, misses forecasts

• Moody’s Corporation (NYSE:MCO) reported third-quarter 2026 revenue of $2.02 billion, up 1% year over year but below analysts’ $2.08 billion estimate.
• Adjusted diluted EPS of $4.14 missed the $4.25 consensus estimate, while GAAP net income reached $734 million, equivalent to $4.24 per diluted share.
• Moody’s Analytics revenue increased 3% to $936 million, while Moody’s Investors Service revenue declined 1% to $1.09 billion, reflecting weaker leveraged finance activity.

Moody’s Corporation (NYSE:MCO) reported third-quarter 2026 revenue of $2.02 billion, up 1% year over year but below analysts’ expectations of $2.08 billion.

Adjusted diluted earnings reached $4.14 per share, missing the $4.25 consensus estimate, while GAAP net income totaled $734 million, or $4.24 per share.

Moody’s Investors Service revenue declined 1% to $1.09 billion, partly reflecting weaker leveraged finance issuance and a challenging comparison with the prior-year period.

Moody’s Analytics revenue increased 3% to $936 million, with organic constant-currency growth of 8% and recurring revenue representing 99% of segment sales.

Adjusted operating margin narrowed to 52.6% from 52.9%, while the company reported approximately $3.1 billion in shareholder capital returns during the first nine months.

Moody’s maintained its full-year 2026 adjusted EPS forecast of $16.50–$17.00 and projected high-single-digit revenue growth, despite softer third-quarter performance.