Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Marsh & McLennan Companies, Inc. (MRSH) is 6/10.
Marsh McLennan delivered consolidated revenue of $7.6 billion with 4% underlying growth and adjusted operating income of $2.4 billion growing 8%, though GAAP EPS declined 15% due to a $425 million Greenfield litigation charge unrelated to core operations. Management reiterated FY2026 guidance of underlying revenue growth similar to 2025, continued margin expansion, and solid adjusted EPS growth, while advancing AI-powered tools across the platform and announcing the AltamarCAM acquisition to expand private capital advisory capabilities.
Scored from Marsh & McLennan Companies, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.07B | +9.2% | $1.59 | +4.6% | 18.8% | 13.0% |
| FY2025 Q1 | $7.06B | +9.1% | $2.79 | -1.1% | 28.4% | 19.6% |
| FY2025 Q2 | $6.97B | +12.1% | $2.45 | +7.9% | 26.2% | 17.4% |
| FY2025 Q3 |
| $6.35B |
| +11.5% |
| $1.51 |
| 0.0% |
| 18.4% |
| 11.8% |
| FY2025 Q4 | $6.59B | +8.7% | $1.68 | +5.7% | 18.5% | 12.4% |
| FY2026 Q1 | $7.60B | +7.6% | $2.36 | -15.4% | 23.1% | 15.1% |
| FY2026 Q2 | $7.40B | +6.2% | $2.63 | +7.3% | 25.6% | 17.1% |