Moody's Corporation reported a total revenue of $7.718 billion for the fiscal year ending December 31, 2025, marking a 9% increase from $7.088 billion in 2024. The company's net income attributable to Moody's rose to $2.459 billion, a 19% increase compared to $2.058 billion in the previous year. Diluted earnings per share (EPS) also saw significant growth, reaching $13.67, up 21% from $11.26 in 2024. The adjusted operating margin improved to 51.1%, reflecting effective cost management alongside revenue growth.
The financial performance was bolstered by strong contributions from both of Moody's reportable segments: Moody's Analytics (MA) and Moody's Investors Service (MIS). MA's external revenue increased by 9% to $3.599 billion, driven by sustained demand for its insurance and Know Your Customer (KYC) offerings, as well as credit research and ratings data products. Meanwhile, MIS reported external revenue of $4.119 billion, also up 9%, supported by strong investor demand and favorable credit market conditions.
In terms of operational developments, Moody's continued to expand its workforce, with a total employee count of approximately 16,076 as of December 31, 2025, reflecting a 2% increase from the previous year. The company also executed a Strategic and Operational Efficiency Restructuring Program, which is expected to yield annualized savings of $250 million to $300 million. This program includes staff reductions and the consolidation of certain functions to enhance operational efficiency.
Geographically, Moody's revenue growth was consistent across regions, with U.S. revenue increasing by 9% to $4.171 billion and non-U.S. revenue also rising by 9% to $3.547 billion. The company reported strong performance in the EMEA region, which contributed $2.376 billion, and the Asia-Pacific region, which generated $699 million in revenue. The company’s Annualized Recurring Revenue (ARR) grew by 8%, indicating a solid foundation for future revenue streams.
Looking ahead, Moody's expressed optimism about its growth prospects, citing favorable long-term trends in the global fixed-income market and the increasing demand for integrated risk solutions. The company plans to leverage advancements in technology, including artificial intelligence, to enhance its offerings and improve customer engagement. Moody's remains committed to returning value to shareholders through dividends and share repurchases, with a remaining share repurchase authority of approximately $4 billion as of December 31, 2025.
About MOODYS CORP /DE/
Moody's Corporation is a global provider of credit ratings, research, and risk analysis services. Its segments, Moody's Investors Service and Moody's Analytics, offer credit assessments, data, analytics, and software solutions to financial institutions, corporations, and governments worldwide. The company helps clients manage interconnected risks, access capital, and comply with regulations, leveraging proprietary data, advanced analytics, and innovative technologies to support informed decision-making and long-term value creation.
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