Moody's Corporation
Moody's Corporation Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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What the Q2 FY26 call signalled
2 of 3 strong
The short version
- Moody’s expects organic recurring revenue growth to gradually build back to high single digits through the year, with ARR growth trending close to recurring revenue. - Moody’s expects full-year revenue growth in the high single-digit percent range for 2026, with growth towards the lower end due to the MA divestiture.
From Moody's Corporation's Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Moody’s expects organic recurring revenue growth to gradually build back to high single digits through the year, with ARR growth trending close to recurring revenue.
- MIS (Moody’s Investors Service) revenue growth is expected in the low to mid-teens percentage in Q2, with full-year revenue growth projected in the high single-digit percent range, though volatility could moderate growth to mid-single digits.
- Ratings issuance is forecast to grow high single digits in H1 2026 and decline mid-single digits in H2; overall, ratings revenue is expected to grow low double digits in H1 and mid-single digits in H2.
- Growth in lending solutions and AI-enabled workflows is strong, with banking ARR growing 10% and lending solutions in the high teens.
2 more points from Moody's Corporation's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Moody’s is continuing to invest in technology, focusing on workflow automation and AI-enabled tools to improve analyst efficiency and productivity, especially in the Ratings division.
- Investments include updating legacy technology infrastructure to modern standards, supporting scalability and innovation.
- The company is reallocating resources within Moody’s Analytics to fund strategic high-growth areas like lending, decision-grade data, and insurance underwriting, without increasing overall developer resources.
- Ongoing investments in AI enablement are intended to provide new insights for analysts, enhance ratings quality, and support new research.
2 more points from Moody's Corporation's call on capex
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Top-ranked in Capital Markets
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Moody's Corporation Q2 FY26 results?
- Moody’s expects organic recurring revenue growth to gradually build back to high single digits through the year, with ARR growth trending close to recurring revenue. - Moody’s expects full-year revenue growth in the high single-digit percent range for 2026, with growth towards the lower end due to the MA divestiture.
What is Moody's Corporation share price analysis?
Moody's Corporation currently shows a neutral. The stock trades at a P/E of 32.4 with a market cap of $78,694. Investors should review the full earnings analysis for detailed insights.
Is Moody's Corporation planning capital expenditure?
- Moody’s is continuing to invest in technology, focusing on workflow automation and AI-enabled tools to improve analyst efficiency and productivity, especially in the Ratings division.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.