Moody's Posts Higher 2Q Revenue, Boosted by Data-center Financing

Dow Jones
Jul 22
 

Moody's said the increasing buildout of data centers helped boost revenue in its investors-services business, leading to higher sales overall in the second quarter.

The financial-ratings and analytics company on Wednesday posted a profit of $878 million, or $5.03 a share, in the quarter ended June 30, compared with $578 million, or $3.21 a share, a year earlier.

Stripping out certain one-time items, adjusted per-share earnings were $4.68, ahead of the $4.26 anticipated by analysts, according to FactSet.

Revenue rose 15% to $2.19 billion. Analysts surveyed by FactSet forecast revenue of $2.09 billion.

Within the company's analytics arm, revenue increased 4%. Transactional revenue dropped 72%, primarily due to Moody's divestiture of its learning-solutions business, it said. Annual recurring revenue was boosted by its decision-solutions segment.

Within investors service, revenue climbed 25%, driven by growth across all lines of business in that segment, Moody's said. Performance was boosted by investment-grade activity and increased activity from banking issuers.

Issuance activity related to data centers and other technology infrastructure helped send revenue up 38% in the company's public, project and infrastructure finance business, Moody's said.

Moody's raised the lower end of its full-year outlook for adjusted earnings per share to a range of $16.50 to $17, from a previous range of $16.40 to $17. It reaffirmed guidance for revenue growth of a high-single-digit percentage.

 

Write to Katherine Hamilton at katherine.hamilton@wsj.com

 

(END) Dow Jones Newswires

July 22, 2026 07:49 ET (11:49 GMT)

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