MOODYS CORP /DE/ — Form 8-K
Filed July 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Moody's reported Q2 2026 MCO revenue of $2.185 billion (15% YoY growth, 16% organic constant currency). Diluted EPS surged 57% to $5.03; adjusted diluted EPS rose 31% to $4.68. Adjusted operating margin expanded 440 bps to 55.3%. MIS segment drove growth with 25% revenue increase and 68.3% adjusted margin (up 410 bps). MA segment grew 4% reported / 8% organic, with ARR up 9% to $3.661 billion. Company raised full-year share repurchase guidance from $2.5 billion to up to $3.0 billion and narrowed adjusted diluted EPS guidance to $16.50–$17.00. Year-to-date: $2.2 billion in repurchases and $365 million in dividends already executed.
Why this rating
Strong earnings beat and margin expansion are positive, but routine for Moody's scale ($87B market cap). Raised buyback is ~3.4% of market value—modest. No M&A, transformational deal, or guidance miss.
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