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Moody's Corp. (MCO)
NYSE:MCO
Earnings Data
Report Date
Apr 22, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.54Last Year’s EPS
3.37Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 22, 2025
|% Change Since: 4.01%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Neutral
Moody's demonstrated strong financial performance in the first quarter of 2025, with record revenue and significant growth in adjusted earnings per share. The company is making notable advancements in AI and technology, enhancing customer experiences and operational efficiency. However, the business is facing challenges due to revised issuance guidance amidst market uncertainty and trade tensions, as well as increased attrition in government contracts. While the highlights show robust growth and innovation, the lowlights indicate significant external challenges affecting future outlook.Company Guidance
During the Moody's Corporation First Quarter 2025 Earnings Call, the company provided updated guidance for the fiscal year amidst a volatile market environment. Moody's reported a record $1.9 billion in revenue for Q1 2025, marking an 8% increase year-over-year, with both the Moody's Investors Service (MIS) and Moody's Analytics (MA) divisions contributing equally to this growth. The adjusted operating margin improved to 51.7%, up by 100 basis points, while adjusted diluted EPS rose 14% to $3.83. The company revised its full-year 2025 guidance with MIS revenue growth now anticipated to range from flat to a mid-single-digit percent increase, and MA revenue growth expected in the high single-digit range. Despite market uncertainties, Moody's remains confident in its strategic initiatives including private credit, transition finance, and AI-driven solutions, which are expected to underpin long-term demand for its offerings.Record-Breaking Revenue
Moody's achieved a record $1.9 billion in first quarter 2025 revenue, up 8% year-over-year.
Adjusted Operating Margin Improvement
Moody's adjusted operating margin reached 51.7%, an increase of 100 basis points from the previous year.
Growth in Adjusted Diluted EPS
Adjusted diluted EPS grew 14% to $3.83.
MIS Revenue and Margin Growth
MIS delivered 8% revenue growth with an adjusted operating margin of 66%, up 140 basis points.
Moody's Analytics ARR Growth
ARR growth was 9% in Moody's Analytics, led by Decision Solutions with 12% ARR growth.
Significant Private Credit Contribution
Private credit was a meaningful contributor to growth, with 143 private credit-related deals, up from 69 in the previous year.
AI and Technology Advancements
Moody's introduced new AI-driven solutions, including an AI KYC screening agent and Research Assistant, enhancing customer experiences and efficiency.
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MCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 22, 2025 | $413.30 | $429.87 | +4.01% |
| Feb 13, 2025 | $504.49 | $526.49 | +4.36% |
| Oct 22, 2024 | $485.18 | $466.02 | -3.95% |
| Jul 23, 2024 | $447.90 | $449.42 | +0.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Moody's Corp. (MCO) report earnings?
Moody's Corp. (MCO) is schdueled to report earning on Apr 22, 2025, TBA Not Confirmed.
What is Moody's Corp. (MCO) earnings time?
Moody's Corp. (MCO) earnings time is at Apr 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MCO EPS forecast?
MCO EPS forecast for the fiscal quarter 2025 (Q1) is 3.54.
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