| MCO |
Report |
Q2 adjusted diluted EPS |
BEAT |
pred ~$4.34 vs. cons $4.23 |
MEDIUM |
| MCO |
Report |
Q2 MIS revenue |
BEAT |
pred ~$1.22B vs. cons $1.20B |
MEDIUM |
| MCO |
Report |
Q2 MA ARR growth |
IN-LINE |
pred ~8.0% vs. cons 8.0% |
MEDIUM |
| MCO |
Guide |
Adjusted diluted EPS |
BETTER |
guide ~$16.85 midpoint vs. cons $16.71 (FY2026) |
MEDIUM |
| MCO |
Guide |
MIS revenue growth |
BETTER |
guide ~9.5% vs. cons 9.0% (FY2026) |
MEDIUM |
| MCO |
Guide |
MA ARR growth |
UNCHANGED |
guide ~8.0% vs. cons 8.0% (FY2026) |
HIGH |
| MCO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| MCO |
Return |
5-day cumulative residual |
+1.2% (STABILIZE) |
A FY2026 EPS guide midpoint of ~$16.85 vs. $16.71 consensus would be positive, but after predicted H1 EPS of ~$8.67 vs. ~$8.56 embedded in consensus, implied H2 EPS is only ~$8.18 vs. ~$8.15, limiting follow-through after the initial beat. |
MEDIUM |