Moody's Corporation's first quarter 2026 adjusted EPS of $4.33 beat estimates, driven by record revenue in its ratings division.

Moody's reported first quarter 2026 revenue of $2.08 billion, up 8% year-over-year, and adjusted diluted EPS of $4.33, an increase of 13%. Results were characterized by record performance in the Moody's Investors Service (MIS) segment, while the Moody's Analytics (MA) segment also posted steady growth.

Key Highlights

• Moody's Investors Service (MIS) revenue grew 8% to a record $1.15 billion, driven by a 12% increase in Corporate Finance revenue from strong debt issuance.
• Moody's Analytics (MA) revenue also increased 8% to $926 million, with Annualized Recurring Revenue (ARR) growing 8% to $3.6 billion.
• The company raised its full-year 2026 share repurchase guidance to approximately $2.5 billion, up from $2.0 billion, while reaffirming its revenue and adjusted EPS outlook.