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北京时间·🕒 发布 19:07:14时区推断·⟳ 抓取 19:07:14·⚡ 决策 07-22 19:09:15 +2m01s·97.0 天前
穆迪二季度业绩超预期但该催化已在系统内刚处理过
穆迪二季度收入和调整后EPS高于一致预期，MIS收入同比增长较强，但全年调整后EPS指引基本贴近预期且自由现金流指引低于一致预期。
📄 原文Wall St Engine@wallstengine↗ 原文
MOODY’S $MCO Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.2B (Est. $2.08B) 🟢; +15% YoY 🔹 Adj. EPS: $4.68 (Est. $4.27) 🟢; +31…
不做 穆迪（MCO.US）
近6小时已处理同一具体催化：19:06 ir_page『穆迪公布2026年二季度业绩并更新全年部分展望』结论为不做，本条只是社媒转述且无新增事实，避免重复出卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 high ↗
关键理由
- 穆迪二季度收入和调整后EPS高于一致预期，MIS收入同比增长较强，但全年调整后EPS指引基本贴近预期且自由现金流指引低于一致预期。
- 系统已在近6小时处理过同一份穆迪2026年二季度业绩更新，本条为社媒转述，不应重复出卡。
主要风险
- 若后续电话会披露新的超预期评级发行量或资本回报变化，应由新信号重新研判。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部库未命中该穆迪业绩的有效新增解读，且查重已命中同一催化。
检索:Moody's MCO Q2 2026 earnings EPS revenue free cash flow guidance buyback
工具调用 · 历史记录,结果未知(3 种)
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- kb_search · 结果未知
原文全文
展开原文 · 914 字
MOODY’S $MCO Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $2.2B (Est. $2.08B) 🟢; +15% YoY
🔹 Adj. EPS: $4.68 (Est. $4.27) 🟢; +31% YoY
🔹 Adj. Operating Margin: 55.3%; +440 bps YoY
🔹 MIS Revenue: $1.26B; +25% YoY
FY26 Guide:
🔹 Adj. EPS: $16.50-$17.00 (Est. $16.77) 🟡
🔹 Free Cash Flow: $2.7B-$2.9B (Est. $2.93B) 🔴; lowered
🔹 Buybacks: Up to $3.0B; raised from ~$2.5B
Segment Net Revenue:
🔹 MA: $925M; +4% YoY
🔹 MIS: $1.26B; +25% YoY
Other Q2 Metrics:
🔹 MA ARR: $3.66B; +9% YoY
🔹 MA Adj. Operating Margin: 33.6%; +150 bps YoY
Capital Return:
🔹 Buybacks: ~$2.2B YTD
🔹 Dividend: $1.03/share, payable September 4, 2026
Comments:
🔸 “the growing importance of trusted, decision-grade intelligence in an increasingly complex world. As capital markets evolve, funding needs grow, risks become more interconnected, and AI transforms workflows, customers are turning to us to make consequential decisions with greater confidence.”
🔹 Revenue: $2.2B (Est. $2.08B) 🟢; +15% YoY
🔹 Adj. EPS: $4.68 (Est. $4.27) 🟢; +31% YoY
🔹 Adj. Operating Margin: 55.3%; +440 bps YoY
🔹 MIS Revenue: $1.26B; +25% YoY
FY26 Guide:
🔹 Adj. EPS: $16.50-$17.00 (Est. $16.77) 🟡
🔹 Free Cash Flow: $2.7B-$2.9B (Est. $2.93B) 🔴; lowered
🔹 Buybacks: Up to $3.0B; raised from ~$2.5B
Segment Net Revenue:
🔹 MA: $925M; +4% YoY
🔹 MIS: $1.26B; +25% YoY
Other Q2 Metrics:
🔹 MA ARR: $3.66B; +9% YoY
🔹 MA Adj. Operating Margin: 33.6%; +150 bps YoY
Capital Return:
🔹 Buybacks: ~$2.2B YTD
🔹 Dividend: $1.03/share, payable September 4, 2026
Comments:
🔸 “the growing importance of trusted, decision-grade intelligence in an increasingly complex world. As capital markets evolve, funding needs grow, risks become more interconnected, and AI transforms workflows, customers are turning to us to make consequential decisions with greater confidence.”
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