Moody's Corporation
MCO
Jodie read · what matters now
Revenue increased 8.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MCO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-04-23 against the comparable filing from 2025-04-23.
What improved
- Revenue increased 8.1% versus the comparable filing period.
- Operating cash flow covered net income at 1.42x, improving versus the comparable period.
What weakened
- Net margin fell 0.7 percentage points.
Filing receipts
“Net cash (used in) provided by investing activities The $315 million increase in cash used in investing activities in the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to: – a $485 million decrease in sales and maturities of investments primarily due to the maturity of certificates of deposit in the first quarter of 2025, of which the proceeds were used to repay notes payable in the prior year; partially offset by: – lower cash paid for acquisitions, net of cash acquired of $200 million primarily due to amounts paid for the acquisition of CAPE Analytics in the first quarter of 2025.”
“Constant currency revenue (1) decline for FIG was 1%. – Recurring revenue increased by $7 million, primarily reflecting the impact of annual price increases and higher monitored credits; partially offset by: – a decrease in Transaction Revenue of $4 million compared to the first quarter of 2025, primarily reflecting lower volumes from infrequent issuers, particularly in the insurance sector.”
“G was 1%. – Recurring revenue increased by $7 million, primarily reflecting the impact of annual price increases and higher monitored credits; partially offset by: – a decrease in Transaction Revenue of $4 million compared to the first quarter of 2025, primarily reflecting lower volumes from infrequent issuers, particularly in the insurance sector.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MCO is currently a Participant in the organic co-movement group Financial Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Theme membership history
No durable theme membership has been observed for this name yet.