Moody’s Posts Higher Profit, Revenue

Connor Hart

Wed, February 18, 2026 at 9:47 PM GMT+9 1 min read

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Moody’s logged higher profit and revenue in the fourth quarter, as the company said efforts to scale new technologies across its business were paying off. - angela weiss/Agence France-Presse/Getty Images

Moody’s logged higher profit and revenue in the fourth quarter, as the company said efforts to scale new technologies across its business were paying off.

The New York credit-ratings and research company on Wednesday posted a profit of $610 million, or $3.41 a share, compared with $395 million, or $2.17 a share, a year earlier.

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Stripping out certain one-time items, earnings were $3.64 a share. Analysts polled by FactSet had expected adjusted earnings of $3.43 a share.

Revenue jumped 13% to $1.89 billion, just ahead of the $1.86 billion that Wall Street had modeled.

Moody’s Investors Service, the credit-ratings agency, generated revenue of about $946 million, marking a 17% increase from last year. The firm’s analytics unit notched revenue of about $943 million, up 9% from a year ago.

Chief Executive Rob Fauber said Moody’s remains central to high-stakes decision making, thanks in part to its efforts to scale decision-grade, contextual intelligence across its platforms, third-party systems and AI-enabled interfaces.

For 2026, Moody’s guided for earnings of $15 to $15.60 a share, or $16.40 to $17 a share on an adjusted basis. Analysts are looking for earnings of $15.26 a share and adjusted earnings of $16.47 a share.

Shares climbed 2.8%, to $435.00, in premarket trading.

Write to Connor Hart at Connor.Hart@wsj.com

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