Moody's earnings for the third quarter of 2026 are scheduled for release before New York Stock Exchange trading opens on October 21. As of October 20, analysts expected earnings per share of $4.25 and revenue of $2.08 billion, both above year-earlier levels, despite recent downward revisions to forecasts.
Key Takeaways
- Analysts forecast EPS growth of 8.4% and revenue growth of 4.0% year over year.
- Recent estimate revisions have leaned downward for both earnings and revenue.
- Moody's has scheduled a management teleconference for October 21 at 9 a.m. Eastern Time.
Table of Contents
- Moody's earnings expectations point to slower sales growth
- Ratings and analytics provide different revenue streams
- Conclusion
Moody's earnings expectations point to slower sales growth
The analyst forecasts imply earnings per share growing faster than revenue. They are pre-release expectations, not reported results or management guidance.
Moody's exceeded EPS estimates in every quarterly report over the preceding two years and surpassed revenue forecasts 88% of the time. That record does not establish whether the company will beat the latest expectations, particularly after analysts lowered their estimates.
Moody's third-quarter release schedule, announced September 30, confirms the October 21 publication date and the subsequent investor teleconference. Management plans prepared remarks followed by a question-and-answer session.
| Item | Details |
|---|---|
| Scheduled call participant | Rob Fauber, president and chief executive officer |
| Scheduled finance participant | Noémie Heuland, chief financial officer |
| Call duration | One hour |
| Earnings materials | Release and supplemental presentation slides to be posted on Moody's investor-relations website |
Ratings and analytics provide different revenue streams
Moody's operates two complementary businesses. Moody's Investors Service provides credit ratings, while Moody's Analytics supplies subscription-based data, research and risk-management software.
The distinction matters when assessing quarterly performance: ratings activity is exposed to fluctuations in bond issuance, while analytics subscriptions provide recurring revenue. The consolidated revenue forecast alone does not show how much growth analysts expect from either business.
The release and accompanying presentation will provide the next basis for comparing actual performance with the pre-earnings forecasts. The scheduled call will give investors an opportunity to hear management discuss the quarter and answer questions.
Conclusion
The next confirmed events are Moody's October 21 results release and 9 a.m. Eastern Time management call, when actual quarterly performance can be measured against the growth expectations.
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