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Moody's MCO Insurance — Revenue recognized

Other product segments

Investment-grade
$220M+33.3%
Other accounts
$186M+8.1%
Bank loans
$139M-13.1%
Banking
$134M+3.1%
DS Banking Product and Service
$133M-5.7%
KYC
$118M+16.8%
Project and infrastructure
$102M+12.1%
High-yield
$88M+31.3%
Public finance / sovereign
$74M+2.8%
Structured credit
$44M-8.3%
Asset-backed securities
$38M+8.6%
RMBS
$32M+23.1%
CMBS
$22M-21.4%
Managed investments
$18M+38.5%

Similar metrics at other companies

Prudential Financial logo
PRUInsurance Services Revenue
$620M+22.3%
The Hartford Financial Services Group logo
HIGInsurance servicing revenues — Other Income
$22M+10.0%
Regions Financial logo
RFInsurance Proceeds — RevenueFromContractWithCustomerExcludingAssessedTax
$12.5M
Regions Financial logo
RFInsurance commissions and fees — RevenueFromContractWithCustomerExcludingAssessedTax
$0-100%
Citigroup logo
CInsurance premiums — Commissions and fees revenue
$47M+104%
Citigroup logo
CInsurance distribution revenue — Commissions and fees revenue
$94M+14.6%

Other financials

Income statement

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Revenue$2.1B+8.1%
Gross profit$1.5B+8.0%
Operating income$922.0M+9.0%
Net income$661.0M+5.8%
EPS (diluted)$3.73+7.8%

Balance sheet

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Cash & equivalents$1.5B-31.3%
Total debt$7.3B+2.5%
Total equity$3.0B-19.1%
Total assets$14.7B-2.4%

Cash flow

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Operating cash flow$939.0M+24.0%
CapEx$95.0M+11.8%
Free cash flow$844.0M+25.6%

Valuation

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Market cap$78.72B-7.3%
Enterprise value$84.57B-5.9%
P/E31.6×-8.8×
P/S10×-1.8×

Profitability

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Gross margin74.4%+1.7pp
Operating margin43.5%+3.1pp
Net margin31.7%+2.5pp

Returns & leverage

See full
Return on equity74.5%+16.6pp
Debt / equity2.4×+0.5×
Current ratio1.2×-0.4×

Where this comes from

Reported directly by Moody's in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Moody's’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Moody's's insurance — revenue recognized?
Moody's (MCO) reported insurance — revenue recognized of $219M in Q1 2026.
How has Moody's's insurance — revenue recognized changed year-over-year?
Moody's's insurance — revenue recognized increased by 5.3% year-over-year, from $208M to $219M.
What is the long-term trend for Moody's's insurance — revenue recognized?
Over 4 years (2021 to 2025), Moody's's insurance — revenue recognized has grown at a 22.2% compound annual growth rate (CAGR), from $390M to $871M.
What does insurance — revenue recognized mean?
The total revenue earned from providing financial ratings, data, and analytical services to insurance industry clients.
How do you interpret insurance — revenue recognized?
An increase suggests growing demand for risk assessment and credit analysis within the insurance market, while a decrease may indicate reduced insurance sector activity or increased competition.
How does insurance — revenue recognized compare across companies?
Comparable to specialized financial services revenue or industry-specific data subscription revenue reported by other financial information providers and credit rating agencies.