AI brief of an SEC Form 8-K · Morningstar (MORN)

Morningstar Q2 revenue rises 9.6% to $663.2 million; diluted EPS up 35.4% to $2.83

Positive Impact 3 of 5 earnings Written later

Morningstar reported second-quarter 2026 revenue of $663.2 million, up 9.6% from the prior-year period, and diluted net income per share of $2.83, up 35.4%. Reported operating income rose 28.4% to $160.6 million, and the filing shows total debt rose to $1.7 billion as of June 30, 2026, from $1.1 billion at December 31, 2025, following the February 2026 acquisition of CRSP.

Key points

  • Revenue rose 9.6% to $663.2 million; organic revenue rose 6.8%.
  • Diluted EPS was $2.83 versus $2.09; adjusted diluted EPS rose 29.2% to $3.10.
  • Free cash flow rose 96.3% to $122.5 million; the company repurchased $100.0 million of shares in the quarter.
  • Long-term debt was $1,695.1 million at June 30, 2026, versus $1,072.6 million at December 31, 2025.

The filing

CompanyMorningstar (MORN)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:28 PM ET
Accession number0001289419-26-000042

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

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 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 29, 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.