| MCO |
Report |
MIS Revenue (Q2 2026) |
BEAT |
pred ~$1,225M vs. cons $1,201M |
MEDIUM |
| MCO |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$4.35 vs. cons $4.248 |
MEDIUM |
| MCO |
Report |
MA ARR (Q2 2026) |
BEAT |
pred ~$3,630M vs. cons $3,592M |
MEDIUM |
| MCO |
Guide |
Adj. EPS FY2026 (full year) |
BETTER |
guide ~$16.80-$17.40 vs. cons $16.784 |
MEDIUM |
| MCO |
Guide |
MIS Revenue FY2026 (full year) |
UNCHANGED |
guide maintain high-single-digit range vs. cons $4,661M |
HIGH |
| MCO |
Guide |
MA ARR FY2026 (full year) |
UNCHANGED |
guide maintain high-single-digit growth vs. cons $3,811M |
HIGH |
| MCO |
Guide |
Issuance tone / H2 visibility (qualitative) |
BETTER |
more confident on H2 issuance; constructive market commentary |
MEDIUM |
| MCO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| MCO |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — FY raise absorbs Q2 beat; H2 estimates move modestly higher; no large follow-through but no fade |
MEDIUM |