Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Silber | BMO Capital Markets | 6 (33%) |
| Toni Kaplan | Morgan Stanley | 6 (17%) |
| Alex Kramm | UBS | 6 (33%) |
| Ashish Sabadra | RBC Capital Markets | 5 (40%) |
| Craig Huber | Huber Research Partners | 5 (40%) |
| Owen Lau | Clear Street | 5 (40%) |
| Scott Wurtzel | Wolfe Research | 4 (0%) |
| Russell Quelch | Redburn Atlantic | 4 (75%) |
| George Tong | Goldman Sachs | 4 (0%) |
| Andrew Steinerman | JPMorgan | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 | 6 (33%) |
| Morgan Stanley | 1 | 6 (17%) |
| UBS | 1 | 6 (33%) |
| JPMorgan | 2 |
| 5 (20%) |
| Clear Street | 1 | 5 (40%) |
| Huber Research Partners | 1 | 5 (40%) |
| RBC Capital Markets | 1 | 5 (40%) |
| Goldman Sachs | 1 | 4 (0%) |
Both MIS and MA grew revenues 8% with adjusted EPS of $4.33 up 13%, as ARR reached $3.6 billion growing 8% year-over-year. Record rated issuance was driven by AI infrastructure financing while private credit demand continued accelerating. Full-year guidance was maintained unchanged with the buyback guidance increased by $500 million.
Demand | Revenue Growth | Subscriber Growth | Cloud & AI | Guidance Reliability | Competitive Dynamics | Innovation & R&D | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 2 | 4 | 4 | 1 | 1 | |
| 2025Q1 | 6 | 2 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 3 | 2 | 5 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 7 | 1 | 3 | 2 | 2 | 2 | 1 | 3 |
| 2025Q4 | 1 | 1 | 1 | 4 | 2 | 4 | 2 | |
| 2026Q1 | 1 | 7 | 1 | 1 | 2 | 1 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 3 | 7 | 1 | 1 |
| Revenue Growth | 6 | 2 | 2 | 1 | 1 | 7 |
| Subscriber Growth | 2 | 2 | 5 | 3 | 1 | 1 |
| Cloud & AI | 4 | 1 | 2 | 2 | 4 | 1 |
| Guidance Reliability | 4 | 3 | 2 | 2 | 2 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 4 | 1 |
| Innovation & R&D | 1 | 1 | 1 | 1 | 2 | 3 |
| Credit | 1 | 2 | 3 | 3 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.67B | +13.0% | $2.17 | +17.3% | 37.1% | 23.6% |
| FY2025 Q1 | $1.92B | +7.7% | $3.46 | +9.8% | 45.8% | 32.5% |
| FY2025 Q2 | $1.90B | +4.5% | $3.20 | +6.0% | 44.4% | 30.5% |
| FY2025 Q3 |
| $2.01B |
| +10.7% |
| $3.60 |
| +22.9% |
| 45.7% |
| 32.2% |
| FY2025 Q4 | $1.89B | +13.0% | $3.41 | +57.1% | 42.1% | 32.3% |
| FY2026 Q1 | $2.08B | +8.1% | $3.73 | +7.8% | 44.3% | 31.8% |
| FY2026 Q2 | $2.19B | +15.1% | $5.02 | +56.9% | 47.9% | 40.2% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What MCO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the credit assessments—in our partnership with Moody’s—what is the market risk of those funds based on factors”
MSCI provides private-credit tools including credit assessments via a partnership with Moody's.
“with Moody's upgrading us to Baa1, which means we are now the equivalent of BBB+ at each of the 3 rating agencies.”
Moody's upgraded Kinder Morgan to Baa1, aligning KMI at BBB+ equivalent across all three rating agencies.
“Following our fourth quarter call, Moody's revised their outlook to positive, reflecting continued improvement in our credit trajectory.”
Moody's revised PG&E's outlook to positive, an early step toward a potential upgrade as PG&E works toward investment-grade credit ratings.
“delivering strong investment-grade credit rating of A3, A- and BBB+ with a positive outlook from Moody's, Fitch and S&P, respectively”
Moody's assigned Honeywell an A3 investment-grade rating with a positive outlook on its $20B Aerospace spin financing.
“In late March, Moody's raised its outlook on FirstEnergy's senior unsecured rating to positive resulting from our improved credit profile as well as our low risk rate regulated T&D operations.”
Moody's revised its outlook on FirstEnergy's senior unsecured rating to positive, reflecting a rating-agency view that FirstEnergy's credit profile has improved.
“our leverage ratio is a little elevated with Moody's right now versus where we want to be by the end of the year.”
Bunge notes its leverage ratio as viewed by Moody's is currently above target, a factor it will monitor before accelerating buybacks.
“we continue to have strong investment-grade credit ratings at S&P and Moody's. Both agencies note our trend of credit supportive regulatory outcomes and expect to sustain FFO-to-debt ratios that are well within the current ratings thresholds.”
Moody's maintains American Water's strong investment-grade rating, noting credit-supportive regulatory outcomes.
“Now we certainly understand where we are with Moody's.”
Xcel acknowledges managing its Baa1 outlook and CFO/debt metrics with Moody's through its build cycle.
“a direct reflection of our A credit ratings from both Moody’s and S&P.”
Regency cites its A ratings from Moody's supporting a record-low credit spread.
“we expect Moody’s to issue their annual credit opinion updates in the coming weeks”
Ameren expects Moody's to publish its annual credit opinion update, indicating an active ratings relationship with the agency.
“We are committed to ensuring that we maintain financial flexibility and strong credit metrics over the guidance period, targeting approximately 14% at Moody's and S&P.”
Exelon is targeting roughly 14% credit metrics at Moody's to preserve its ratings and financing flexibility over the plan.
“Moody’s also wants to see some further progress on our construction projects, so they are tracking pipe installation and those things.”
Moody's is conditioning improved credit thresholds for Sempra on further LNG construction progress, tracking pipe installation milestones — a rating-agency expectation.
“With Anthropic for licensed users, our agentic credit and compliance workflows are now available natively inside the cloud interface through something called an MCT application”
Moody's built a first-of-its-kind MCP application with Anthropic, making its agentic credit/compliance workflows available natively inside the Claude interface.
“by making our agentic solutions available through the AWS marketplace, we're meeting customers inside their existing cloud and procurement ecosystems, reducing friction by allowing customers to burn down their AWS commit when consuming Moody's agents and intelligence”
Moody's is distributing its agentic solutions through the AWS Marketplace, letting customers apply spend against AWS commitments — a read-through for AWS marketplace consumption.
“launching a dedicated Moody's agent in Microsoft 365 CoPilot and making Moody's intelligence available as a grounding data source across CoPilot experiences”
Moody's is embedding its licensed intelligence into Microsoft 365 Copilot as a grounding data source, extending distribution across Microsoft's productivity tools.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCO Moody's Corporation | 7 | +8.1% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| FDS FactSet | 6 | +7.1% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |