For the quarter ended June 2026, Moody's (MCO Quick QuoteMCO - Free Report) reported revenue of $2.19 billion, up 15.1% over the same period last year. EPS came in at $4.68, compared to $3.56 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.09 billion, representing a surprise of +4.43%. The company delivered an EPS surprise of +10.38%, with the consensus EPS estimate being $4.24.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $925 million compared to the $930.16 million average estimate based on four analysts. The reported number represents a change of +4.2% year over year.
• Revenue- Total external customers- Moody's Investor Services: $1.26 billion versus the four-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +24.8%.
• Revenue- Moody's Analytics- Data and Information: $246 million versus the three-analyst average estimate of $241.36 million. The reported number represents a year-over-year change of +8.9%.
• Revenue- Moody's Analytics- Research and Insights: $256 million versus the three-analyst average estimate of $264.44 million. The reported number represents a year-over-year change of +2.8%.
• Revenue- Moody's Analytics- Decision Solutions: $423 million versus the three-analyst average estimate of $427.75 million. The reported number represents a year-over-year change of +2.4%.
• Revenue- Moody's Investor Services- Recurring: $369 million versus $369.5 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
• Revenue- Moody's Investor Services- Transaction: $891 million versus $793.08 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +34.4% change.
• Revenue- Moody's Investor Services- Corporate Finance: $651 million compared to the $593.92 million average estimate based on two analysts. The reported number represents a change of +27.2% year over year.
• Revenue- Moody's Investor Services- Structured Finance: $151 million versus the two-analyst average estimate of $146.4 million. The reported number represents a year-over-year change of +11.9%.
• Revenue- Moody's Investor Services- Financial Institutions: $222 million versus the two-analyst average estimate of $212.02 million. The reported number represents a year-over-year change of +16.2%.
• Revenue- Moody's Investor Services- Public, Project and Infrastructure Finance: $224 million compared to the $189.12 million average estimate based on two analysts. The reported number represents a change of +38.3% year over year.
• Revenue- Moody's Analytics: $928 million versus $935.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.

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

Shares of Moody's have returned +10.5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.