| MSCI |
Report |
Adjusted EPS |
BEAT |
pred ~$4.79 vs. cons $4.71 |
MEDIUM |
| MSCI |
Report |
Index operating revenue |
BEAT |
pred ~$509M vs. cons $503M |
MEDIUM |
| MSCI |
Report |
Net new recurring subscription sales |
BEAT |
pred ~$45.5M vs. cons $44.0M |
LOW |
| MSCI |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$1.50B vs. cons $1.50B (FY2026) |
HIGH |
| MSCI |
Guide |
Adjusted EBITDA expense guidance / top-half positioning |
BETTER |
guide ~$1.32B vs. cons $1.33B (FY2026) |
MEDIUM |
| MSCI |
Guide |
Analytics revenue-growth commentary |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (2Q2026) |
HIGH |
| MSCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| MSCI |
Return |
5-day cumulative residual |
+0.5% (FADE) |
The initial ~2.0% residual gain should fade toward ~0.5% over five days because an EPS/sales beat is likely to be offset by FY2026 FCF guidance of ~$1.50B versus ~$1.50B consensus and only modest FY2027 estimate upside. |
MEDIUM |