Moodys

Q3 FY2026 EarningsQ3 FY26 results were mixed relative to consensus, with revenue of $2,023M slightly missing the $2,077M expected (-2.61%). Despite the top-line miss, GAAP Diluted EPS of $4.24 significantly beat the $3.99 consensus (+6.25%), driven by a $115M gain from business divestitures and improved MA adjusted operating margins (35.3% vs. 34.3% YoY). Moody's Analytics (MA) showed resilience with 8% organic constant currency revenue growth, while Moody's Investors Service (MIS) saw a 1% revenue decline due to lower leveraged finance activity. Management reaffirmed FY26 Adjusted Diluted EPS guidance of $16.50 to $17.00, aligning with existing expectations.