AI brief of an SEC Form 8-K · Moody's (MCO)

Moody's Q2 revenue rises 15% to $2.2 billion; EPS up 57%; 2026 EPS guidance narrowed

Positive Impact 4 of 5 earnings Written later

Moody's reported second-quarter 2026 revenue of $2,185 million, up 15% from a year earlier, and diluted EPS of $5.03 versus $3.21. Diluted EPS included a $181 million gain on business divestitures, while adjusted diluted EPS rose 31% to $4.68. The company raised its full-year share repurchase guidance to up to $3.0 billion and narrowed its adjusted EPS guidance to $16.50 to $17.00, though it lowered the top of its GAAP diluted EPS range to $16.50.

Key points

  • Revenue of $2,185 million, up 15%; Moody's Investors Service revenue rose 25% to $1,260 million
  • Diluted EPS of $5.03 vs. $3.21; adjusted diluted EPS of $4.68 vs. $3.56, up 31%
  • Share repurchase guidance raised to up to $3.0 billion from approximately $2.5 billion
  • GAAP diluted EPS guidance now $16.00 to $16.50, down from $16.00 to $16.60; adjusted range $16.50 to $17.00

The filing

CompanyMoody's (MCO)
Form8-K, current report
Filed with the SECJul 22, 2026, 6:59 AM ET
Accession number0001628280-26-049104

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 22, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.