Moody’s Corporation’s 31% EPS Surge — Is Wall Street Underestimating Its Ratings Boom?

Moody’s Corporation reported strong second quarter results in 2026, demonstrating solid growth across its Investor Service and Analytics segments. At the enterprise level, revenue increased by 15%, adjusted operating income grew by 25%, and adjusted diluted earnings per share rose 31% to $4.68. Adjusted operating margins expanded by 440 basis points to 55.3%, reflecting both top-line strength and improved operational efficiency. Moody’s Investor Service segment experienced a 25% revenue increase, driven by a 34% growth in transaction revenues and sustained issuance of more than $2 trillion in debt for the second consecutive quarter. The segment’s adjusted operating margin expanded by 410 basis points to 68.3%. Broad-based issuance growth was supported by diverse funding drivers including refinancing, AI-related investments, private credit expansion, digital finance initiatives, and emerging market activity.

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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