For the quarter ended December 2025, Moody's (MCO) reported revenue of $1.89 billion, up 13% over the same period last year. EPS came in at $3.64, compared to $2.62 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.88 billion, representing a surprise of +0.72%. The company delivered an EPS surprise of +5.51%, with the consensus EPS estimate being $3.45.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Moody's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Total external customers- Moody's Analytics: $943 million versus $939.12 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change.
- Revenue- Total external customers- Moody's Investor Services: $946 million versus the four-analyst average estimate of $945.96 million. The reported number represents a year-over-year change of +16.9%.
- Revenue- Moody's Analytics- Data and Information: $235 million compared to the $236.62 million average estimate based on three analysts. The reported number represents a change of +7.8% year over year.
- Revenue- Moody's Analytics- Research and Insights: $258 million compared to the $260.68 million average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
- Revenue- Moody's Analytics- Decision Solutions: $450 million versus $440.87 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.
- Revenue- Moody's Investor Services- Recurring: $353 million versus the three-analyst average estimate of $348.05 million. The reported number represents a year-over-year change of +9%.
- Revenue- Moody's Investor Services- Transaction: $593 million versus the three-analyst average estimate of $590.9 million. The reported number represents a year-over-year change of +22.3%.
- Revenue- Moody's Investor Services- Corporate Finance: $480 million versus $467.41 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26% change.
- Revenue- Moody's Investor Services- Structured Finance: $139 million versus the two-analyst average estimate of $149.75 million. The reported number represents a year-over-year change of +0.7%.
- Revenue- Moody's Investor Services- Financial Institutions: $169 million compared to the $173.41 million average estimate based on two analysts. The reported number represents a change of +1.2% year over year.
- Revenue- Moody's Investor Services- Public, Project and Infrastructure Finance: $149 million versus the two-analyst average estimate of $139.06 million. The reported number represents a year-over-year change of +29.6%.
- Revenue- Moody's Analytics: $946 million versus the two-analyst average estimate of $945 million. The reported number represents a year-over-year change of +9.2%.
View all Key Company Metrics for Moody's here>>>
Shares of Moody's have returned -18.2% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Moody's Corporation (MCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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