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Morningstar MORN Morningstar Retirement Segment — Consolidated revenue

Other segment segments

Morningstar Data and Analytics Segment
$215.2M+8.0%
PitchBook Segment
$172.4M+5.3%
Morningstar Wealth Segment
$101M+38.4%
Corporate and Other
$59.4M+14.7%
Morningstar Credit Segment
$58M-5.4%

Similar metrics at other companies

Prudential Financial logo
PRURetirement — Revenue
$3.33B+93.4%
Prudential Financial logo
PRURetirement — Revenue
$5.46B+48.9%
Principal Financial Group logo
PFGSegment Retirement And Income Solutions — Revenue
$1.52B-26.8%
Apollo Global Management logo
APOAsset Management and Retirement Segments — Total Revenues
$5.46B+22.6%
Equitable Holdings logo
EQHRetirement — Revenues, Adjusted
$1.68B+15.4%
Apollo Global Management logo
APORetirement Services — Total Revenues
$4.05B-10.1%

Other financials

Income statement

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Revenue$644.8M+10.8%
Gross profit$405.9M+15.8%
Operating income$155.9M+36.6%
Net income$107.1M+36.4%
EPS (diluted)$2.73+50.0%

Balance sheet

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Cash & equivalents$492.8M-3.7%
Total debt$1.9B+91.9%
Total equity$1.0B-36.7%
Total assets$4.0B+11.2%

Cash flow

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Operating cash flow$91.5M+0.5%
CapEx$37.9M+17.7%
Free cash flow$53.6M-8.8%

Valuation

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Market cap$5.84B-49.2%
Enterprise value$7.28B-40.4%
P/E14.5×-15.5×
P/S2.3×-2.6×

Profitability

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Gross margin61.7%+1.0pp
Operating margin22.7%+0.8pp
Net margin16.1%-0.5pp
FCF margin17.4%-1.9pp

Returns & leverage

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Return on equity30.7%+5.0pp
Debt / equity1.9×+1.3×
Current ratio1×-0.1×

Where this comes from

Reported directly by Morningstar in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Morningstar’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morningstar's morningstar retirement segment — consolidated revenue?
Morningstar (MORN) reported morningstar retirement segment — consolidated revenue of $38.8M in Q1 2026.
How has Morningstar's morningstar retirement segment — consolidated revenue changed year-over-year?
Morningstar's morningstar retirement segment — consolidated revenue increased by 17.9% year-over-year, from $32.9M to $38.8M.
What is the long-term trend for Morningstar's morningstar retirement segment — consolidated revenue?
Over 4 years (2021 to 2025), Morningstar's morningstar retirement segment — consolidated revenue has grown at a 7.1% compound annual growth rate (CAGR), from $104.6M to $137.6M.
What does morningstar retirement segment — consolidated revenue mean?
Represents the total gross income generated by the retirement segment from its core business activities, including research, data, and advisory services. It is a primary indicator of the segment's market demand and its ability to scale its retirement-focused product offerings.