MSCI Q2 revenue rises 12.2% to $867.0 million; diluted EPS up 19.6% to $4.69
MSCI reported second-quarter 2026 operating revenues of $867.0 million, up 12.2%, and diluted EPS of $4.69, up 19.6%. The company raised its full-year 2026 operating expense and adjusted EBITDA expense guidance, citing the First Street acquisition and higher incentive compensation accruals, so shareholders will see higher projected costs alongside faster revenue growth.
Key points
- Operating revenues were $867.0 million, up 12.2%; net income was $342.0 million, up 12.6%; diluted EPS was $4.69, up 19.6%.
- Full-year 2026 operating expense guidance was raised to $1,535 to $1,575 million from $1,490 to $1,530 million.
- Asset-based fees rose 26.6% to $233.1 million in the Index segment, while Analytics adjusted EBITDA margin fell to 46.5% from 52.1%.
- Share repurchases totaled $145.0 million during the quarter, and a $2.05 per share dividend was declared for payment on August 28, 2026.
The filing
Written by AI on Nov 8, 2026, 1:30 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 21, 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.