Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for MSCI (MSCI) is 8/10.
MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions. Management updated D&A guidance by $5 million for acquisition intangibles while all other FY2026 guidance remained unchanged, noting the company was trending toward the top half of expense guidance as bolt-on acquisitions expanded capabilities in private capital and hedge fund analytics.
Scored from MSCI’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 | $744M | +7.7% | $3.90 | -23.1% | 54.5% | 41.1% |
| FY2025 Q1 | $746M | +9.7% | $3.71 | +15.2% | 50.6% | 38.7% |
| FY2025 Q2 | $773M | +9.1% | $3.92 | +16.3% | 55.0% | 39.3% |
| FY2025 Q3 | $793M | +9.5% | $4.24 | +18.8% | 56.4% | 41.0% |
| FY2025 Q4 | $823M | +10.6% | $3.68 | -5.6% | 56.4% | 34.6% |
| FY2026 Q1 | $851M | +14.1% | $5.53 | +49.1% | 53.7% | 47.7% |
| FY2026 Q2 | $867M | +12.2% | $4.70 | +19.9% | 56.2% | 39.4% |