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AOCI at other companies

S&P Global logo
S&P GlobalSPGI
-$772M+2.9%
VAL
Value LineVALU
-$104K-57.6%
FactSet Research Systems logo
FactSet Research SystemsFDS
-$79.31M-15.7%
Moody's logo
Moody'sMCO
-$554M-6.7%
MSCI logo
MSCIMSCI
-$57.4M-14.6%
Blackrock logo
BlackrockBLK
-$653M-26.8%

Other financials

Income statement

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Revenue$663.2M+9.6%
Gross profit$423.9M+13.2%
Operating income$160.6M+28.4%
Net income$107.8M+21.1%
EPS (diluted)$2.83+35.4%

Balance sheet

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Cash & equivalents$489.5M-2.8%
Total debt$1.9B+86.0%
Total equity$1.0B-36.6%
Total assets$3.9B+8.7%

Cash flow

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Operating cash flow$155.7M+57.3%
CapEx$33.2M-9.3%
Free cash flow$122.5M+96.3%

Valuation

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Market cap$7.48B-32.8%
Enterprise value$8.91B-23.4%
P/E17.7×-9.8×
P/S2.9×-1.8×

Profitability

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Gross margin62.2%+1.3pp
Operating margin23.5%+1.3pp
Net margin16.4%-0.8pp
FCF margin19.4%+2.8pp

Returns & leverage

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Return on equity32%+5.4pp
Debt / equity1.9×+1.2×
Current ratio1.1×-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:AccumulatedOtherComprehensiveIncomeLossNetOfTax.

The source filing: Morningstar’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 4:27 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001289419-26-000041
Additional paid-in capital915.1869.5
Retained earnings2,383.32,206.2
Accumulated other comprehensive loss:
Currency translation adjustment(85.5)(68.1)
Unrealized loss on available-for-sale investments
Total accumulated other comprehensive loss(85.5)(68.1)
Total equity1,023.81,221.9
Total liabilities and equity$3,945.7$3,590.2

Item 1.Financial Statements

FAQ

What is Morningstar's AOCI?
Morningstar (MORN) reported AOCI of -$85.5M in Q2 2026.
How has Morningstar's AOCI changed year-over-year?
Morningstar's AOCI decreased by 40.9% year-over-year, from -$60.7M to -$85.5M.
What is the long-term trend for Morningstar's AOCI?
Over 5 years (2020 to 2025), Morningstar's AOCI has grown at a 25.4% compound annual growth rate (CAGR), from -$22M to -$68.1M.
What does AOCI mean?
Accumulated gains and losses bypassing the income statement — unrealized investment gains/losses, currency translation, pension adjustments, and hedge results.

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