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北京时间·🕒 发布 20:06:12时区推断·⟳ 抓取 20:14:35·⚡ 决策 07-22 20:23:18 +8m43s·96.9 天前
Moody’s二季度利润上升并小幅上调全年EPS下限
Moody’s披露二季度归属利润8.78亿美元、每股5.03美元，评级业务收入同比增长25%至12.6亿美元。
📄 原文Investing.com↗ 原文
Moody’s quarterly profit jumps on bond issuance activity strength
Can Alphabet earnings reignite investor enthusiasm for the Magnificent Seven? July 22 (Reuters) - Moody’s reported a ju…
不做 Moody’s（MCO.US）
财报日历已知且全年EPS下限仅上调0.10美元，缺少足够超预期增量，不做追多。
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研究档案
消息传播链
- 公司提前公告二季度业绩将在2026年7月22日美股盘前发布，披露日历已知。
- Reuters报道二季度利润跳升、评级业务收入增长25%、全年EPS下限小幅上调。
关键理由
- Moody’s披露二季度归属利润8.78亿美元、每股5.03美元，评级业务收入同比增长25%至12.6亿美元。
- 公司仅把全年利润指引下限从16.40美元上调至16.50美元，收入增速仍为高个位数，增量偏小。
主要风险
- 财报属于日历事件，市场已预期7月22日披露；全年指引上修幅度只有0.10美元，不足以构成强短线重定价。
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原文全文
展开原文 · 1,430 字
Can Alphabet earnings reignite investor enthusiasm for the Magnificent Seven?
July 22 (Reuters) - Moody’s reported a jump in second-quarter profit on Wednesday, as strong bond issuance activity drove growth in its ratings business.
Global bond issuance was strong in the reported quarter as credit spreads, a gauge of corporate sector health, were at historically low levels, creating a favorable environment for tapping debt markets.
Here are some more details:
• Revenue from Moody’s investors service business, which issues credit ratings, jumped 25% to $1.26 billion in the quarter from a year earlier.
• Rated issuance volume surged 33%, driven by broad-based strength across business lines.
• "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," CEO Rob Fauber said.
• Revenue from the analytics segment, which chiefly depends on fixed subscriptions, rose 4% in the second quarter.
• Profit attributable to Moody’s was $878 million, or $5.03 per share, in the three months ended June 30, compared with $578 million, or $3.21 per share, a year earlier.
• Moody’s raised the lower end of its annual profit forecast to $16.50 from $16.40. Revenue growth is still expected to be in the high-single-digit percent range in 2026.
• The stock has fallen 3.9% this year through last close.
July 22 (Reuters) - Moody’s reported a jump in second-quarter profit on Wednesday, as strong bond issuance activity drove growth in its ratings business.
Global bond issuance was strong in the reported quarter as credit spreads, a gauge of corporate sector health, were at historically low levels, creating a favorable environment for tapping debt markets.
Here are some more details:
• Revenue from Moody’s investors service business, which issues credit ratings, jumped 25% to $1.26 billion in the quarter from a year earlier.
• Rated issuance volume surged 33%, driven by broad-based strength across business lines.
• "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," CEO Rob Fauber said.
• Revenue from the analytics segment, which chiefly depends on fixed subscriptions, rose 4% in the second quarter.
• Profit attributable to Moody’s was $878 million, or $5.03 per share, in the three months ended June 30, compared with $578 million, or $3.21 per share, a year earlier.
• Moody’s raised the lower end of its annual profit forecast to $16.50 from $16.40. Revenue growth is still expected to be in the high-single-digit percent range in 2026.
• The stock has fallen 3.9% this year through last close.
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