Moody's Q4 EPS Seen at $3.46 Up 32.1% with $1.88B Revenue Growth
Moody's is projected to earn $3.46 per share for Q4 2025, representing a 32.1% year-over-year increase, with revenues expected at $1.88 billion, up 12.2%. Analysts have lifted the consensus EPS estimate by 0.9% over the past month, yielding an Earnings ESP of +0.83% alongside a Zacks Rank #2.
1. Q4 2025 Earnings Forecast
Moody's is expected to report earnings of $3.46 per share for the quarter ended December 2025, marking a 32.1% increase from the year-ago period. Revenue is forecast at $1.88 billion, up 12.2% year-over-year, driven by robust credit analytics demand and diversified service offerings.
2. Consensus Estimate Revisions and ESP
Over the past 30 days, analysts have raised their consensus EPS estimate by 0.9%, resulting in a positive Earnings ESP of +0.83%. This suggests that recent analyst revisions favor a potential upside surprise when Moody's releases actual results.
3. Zacks Rank and Historical Performance
Moody's currently holds a Zacks Rank #2 (Buy) and has surpassed consensus EPS estimates in each of the last four quarters. This consistent track record supports expectations for another earnings beat and could underpin positive near-term stock momentum.