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Moody's (MCO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Moody's (MCO - Free Report) reported $1.9 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 4.5%. EPS of $3.56 for the same period compares to $3.28 a year ago.

The reported revenue represents a surprise of +2.22% over the Zacks Consensus Estimate of $1.86 billion. With the consensus EPS estimate being $3.44, the EPS surprise was +3.49%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Moody's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Total external customers- Moody's Analytics: $888 million versus the five-analyst average estimate of $871.87 million. The reported number represents a year-over-year change of +10.7%.
  • Revenue- Total external customers- Moody's investor services: $1.01 billion versus the five-analyst average estimate of $986.16 million. The reported number represents a year-over-year change of -0.5%.
  • Revenue- Moody's Analytics- Research and Insights: $249 million versus $240.14 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
  • Revenue- Moody's Analytics- Data and Information: $226 million versus $222.76 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
  • Revenue- Moody's Analytics- Decision Solutions: $413 million versus $409.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.8% change.
  • Revenue- Moody's investor services- Financial institutions: $191 million versus the three-analyst average estimate of $197.98 million. The reported number represents a year-over-year change of -2.1%.
  • Revenue- Moody's investor services- Public, project and infrastructure finance: $162 million compared to the $164.17 million average estimate based on three analysts. The reported number represents a change of +5.2% year over year.
  • Revenue- Moody's Analytics: $891 million compared to the $876.93 million average estimate based on three analysts. The reported number represents a change of +10.6% year over year.
  • Revenue- Moody's investor services: $1.06 billion versus $1.05 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
  • Revenue- Moody's investor services- Structured finance: $135 million versus $122.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.1% change.
  • Revenue- Moody's investor services- Corporate finance: $512 million versus the three-analyst average estimate of $492.36 million. The reported number represents a year-over-year change of -2.5%.
  • Revenue- Moody's investor services (MIS) - Intersegment revenue: $99 million versus $49.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +102% change.

View all Key Company Metrics for Moody's here>>>

Shares of Moody's have returned +2.1% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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