Moody’s third-quarter revenue rose 1% to $2,023 million, with MA up 3% and MIS down 1%; diluted EPS increased 18% to $4.24, aided by a $115 million gain on the divestiture of MA Regulatory Solutions.
MCO · Moodys Corp
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Moody's delivered adjusted operating margin of 52.6% and adjusted diluted EPS growth of 6% despite rated issuance down 2%. Analytics ARR grew approximately 8%, while full-year guidance maintained adjusted diluted EPS of $16.50 to $17.
Moody’s Corporation reported third quarter 2026 revenue of $2.0 billion, up 1%, diluted EPS of 4.24, up 18%, and reaffirmed full-year 2026 diluted EPS guidance of $16.00 to $16.50 and adjusted diluted EPS guidance of $16.50 to $17.00.
Moody’s Corporation reported Jorge Bermudez’s retirement from its Board effective October 12, 2026 without disagreement; Board size remains at ten, RSUs fully vest, Lisa Sawicki becomes Audit Committee chair, and Keith Demmings joins the Board November 1, 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Research
our published analysis of this companyEquibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Operating Income | $1.06B | FY2026 Q3 | +0.2% |
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| Adjusted Diluted EPS non-GAAP | $4.68 | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Diluted earnings per share attributable to Moody's common shareholders $5.03
+$0.24 Net acquisition-related intangible amortization
+$0.13 Net restructuring
-$0.01 Net reserve for international non-income tax obligation and related interest and penalties
+$0 Net charges related to asset abandonment
+$0.01 Net charges related to Duplicate Rent
-$0.72 Net gain on business divestitures
= Adjusted Diluted EPS $4.68
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| Adjusted Net Income non-GAAP | $816M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net Income attributable to Moody's common shareholders 878M
+40M Net acquisition-related intangible amortization
+23M Net restructuring
-1M Net reserve for international non-income tax obligation and related interest and penalties
+0M Net charges related to asset abandonment
+2M Net charges related to Duplicate Rent
-126M Net gain on business divestitures
= Adjusted Net Income 816M
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| MA Adjusted Operating Income non-GAAP | $312M | Three Months Ended June 30, 2026 filing | — |
| MIS Adjusted Operating Income non-GAAP | $896M | Three Months Ended June 30, 2026 filing | — |
| Organic constant currency recurring revenue growth non-GAAP | 9% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Financial Data & Stock Exchanges — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MCO
this stock
Moodys Corp
|
$86.84B | +3.4% | +16.6% | 30.7 | 1.7% |
|
SPGI
S&P Global Inc.
|
$139.85B | — | +7.1% | 30.2 | 1.6% |
|
CME
Cme Group Inc.
|
$110.34B | +12.9% | +6.4% | 25.3 | 1.4% |
|
ICE
Intercontinental Exchange, Inc.
|
$95.53B | +8.0% | -2.1% | 23.3 | 1.1% |
|
HKXCF
Hong Kong Exchanges & Clearing Ltd
|
$60.58B | -1.0% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 21, 2026
- This year
- 21
Moody’s third-quarter revenue rose 1% to $2,023 million, with MA up 3% and MIS down 1%; diluted EPS increased 18% to $4.24, aided by a $115 million gain on the divestiture of MA Regulatory Solutions.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MCO | +10.7% | +17.5% | +22.1% | +7.0% | +3.4% |
| SPY | -0.7% | -1.3% | +2.5% | +1.5% | +12.5% |
| vs SPY | +11.4% | +18.9% | +19.6% | +5.5% | -9.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.