Moody's Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.3%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$8.3Bnext fiscal year
FY EPS (est.)
$16.97next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
| Q4 2026 and Full Year 2026 Earnings Release | 17 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Moody's Investors Service (MIS) Transaction Revenue Growth Quarterly34.0%Target: High-single-digit to low-double-digit growth over the medium term
Moody's Analytics (MA) Annual Recurring Revenue (ARR) Quarterly3.7BTarget: High-single-digit growth
Adjusted Operating Margin Quarterly55.3%Target: 52% to 53% for Full Year 2026
Moody's Analytics (MA) Customer Retention Rate Quarterly95.0%Target: Maintain at or above 95%
Watch Items
- Global Debt Issuance and Refinancing VolumesTrigger: Total rated issuance falling below $1.8 trillion per quarterAction: Re-evaluate MIS transaction revenue projections and adjust full-year EPS guidance models.
- Geopolitical Volatility and Interest Rate TrajectoryTrigger: Sustained higher-for-longer interest rates or escalation in Middle East tensions disrupting credit marketsAction: Stress-test corporate debt issuance assumptions and assess potential impacts on speculative-grade refinancing pipelines.
- Generative AI Strategy and Product MonetizationTrigger: Slowing adoption of AWS-integrated agentic AI tools or loss of pricing power on proprietary datasetsAction: Review MA segment growth forecasts and adjust long-term software/data subscription margin expectations.
Research as of 29 Jul 2026