Moody's beats Q4 estimates with adjusted EPS of $3.64 and revenue of $1.89B

Moody's (NYSE:MCO), the New York-based credit ratings and analytics firm, reported stronger-than-expected fourth-quarter 2025 results, driven by resilient demand for credit ratings services and continued growth in its Moody's Analytics segment.

The company posted fourth-quarter net income of $610 million, or $3.41 per diluted share.

On an adjusted basis, excluding one-time gains and costs, earnings per share reached $3.64, surpassing the consensus estimate of $3.45 per share compiled from eight analysts surveyed by Zacks Investment Research.

Revenue for the quarter totaled $1.89 billion, exceeding the Street forecast of $1.88 billion from seven analysts surveyed by Zacks.

For the full year 2025, Moody's reported net income of $2.46 billion, or $13.67 per diluted share, on revenue of $7.72 billion.

Looking ahead, Moody's provided full-year 2026 earnings guidance in the range of $16.40 to $17 per share.