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Moody’s
Moody’s (MCO) investor relations material
Moody’s Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Achieved record revenue of $7.7 billion in 2025, up 9% year-over-year, with strong performance in both Moody's Analytics (MA) and Moody's Investors Service (MIS) segments.
Adjusted diluted EPS reached $14.94, up 20% year-over-year, and adjusted operating margin expanded to 51.1%, up 300 basis points.
Free cash flow for 2025 was $2.6 billion, with guidance for 2026 at $2.8–$3.0 billion.
Positioned as a leader in AI-enabled data and analytics, with deep integration into customer workflows and high retention among AI solution adopters.
Introduced 2026 guidance targeting high single-digit revenue growth, double-digit adjusted diluted EPS growth, and significant capital returns to shareholders.
Financial highlights
FY 2025 revenue: $7.7 billion (+9% YoY); adjusted operating margin: 51.1%.
Adjusted diluted EPS: $14.94 (+20% YoY); free cash flow: $2.6 billion.
MIS revenue grew 9% to $4.1 billion; MA revenue grew 9% to $3.6 billion, with ARR at $3.5 billion (+8%).
MA recurring revenue grew 11% (8% organic constant currency); recurring revenue represented 97% of Q4 MA revenue.
Effective tax rate for 2025 was 21.3%, down from 23.7% in 2024.
Outlook and guidance
2026 revenue expected to grow at a high single-digit percent rate, with adjusted operating margin guidance of 52–53%.
Adjusted diluted EPS guidance for 2026 is $16.40–$17.00, with free cash flow expected between $2.8–$3.0 billion.
MIS revenue projected to grow at a high single-digit percent pace, with operating margin around 65%.
MA organic constant currency recurring revenue expected to grow high single digits.
Effective tax rate guidance for 2026: 23–25%.
MA transaction revenue decline: strategic view?
MIS revenue: contribution from AI-related deals?
Learning Solutions divestiture: 2026 expense impact?
MA's AI pricing strategy for labor replacement
Strategic rationale for MA portfolio pruning
How does Moody's data create AI resilience?
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Next Moody’s earnings date
Q1 202621 Apr, 2026
Moody’s
Next Moody’s earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Credit Rating Royalty
Moody's Corporation is a globally recognized financial services company with a primary focus on credit ratings, research, tools, and analysis for investors in debt markets. Today, Moody's Investors Service, its credit rating division, is among the "Big Three" credit rating agencies, alongside Standard & Poor's and Fitch Ratings. Its ratings have become instrumental for investors, lenders, and institutions looking to understand and mitigate financial risk. Besides credit ratings, Moody's Analytics, another segment of the company, provides financial intelligence and analytical tools to assist professionals in making informed decisions.
A Historic Institution
Moody's Corporation, a staple in the global finance sector, traces its origins to John Moody and the early 1900’s. Initially, the company began by producing manuals analyzing the details of stocks and bonds of railroads, an industry of enormous significance at the time. Over the decades, Moody's evolved to become one of the leading credit rating agencies, offering a comprehensive view of risk in various debt instruments. In the late 20th century, Moody's extended its services, delving into research, analytics, and data for investors. Today, its ratings and insights are deeply embedded in the global financial system, guiding investment decisions and providing a measure of trust for market participants worldwide.
Investor’s Services
Moody's Investors Service is the bond credit rating division of Moody's Corporation, its core and most longstanding business function. It rates include government, municipal, and corporate bonds, as well as investment vehicles like money market funds, fixed-income funds, and hedge funds. Moody's also assesses different financial institutions, including both traditional banks and other finance companies. Additionally, they rate certain structured finance asset categories. The aim of these ratings is to offer investors a straightforward tool to gauge the creditworthiness of various securities. Moody’s Investors Services is among the “Big Three” of credit rating agencies together with S&P and Fitch. The latter is not publicly traded,
Analytics
Moody's Analytics operates as a subsidiary of Moody's Corporation works outside of ratings and delivers both software solutions and advisory services. The department conducts in-depth economic research encompassing credit analysis, performance evaluation, financial modeling, structured analysis, and comprehensive risk management. Its offerings include unique economic models, specialized software tools, and expert-led training programs, primarily focusing on risk management proficiency within the financial industry. The analytics business arm has over 40.000 institutions as customers, with names like Tetragon and Barings being found on the list of clients.
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