MSCI Q3 FY2026: revenue up 12.4%, adjusted EPS just misses consensus
MSCI's Q3 FY2026 was a strong revenue quarter with a small earnings blemish: revenue rose 12.4% to $892.0 million, organic growth was 12.3%, and adjusted EPS of $5.11 came in just below the $5.1201 consensus. Read the quarter through the mix - recurring subscriptions and fast-growing asset-based fees - and through unchanged full-year cash-flow guidance, not the one-cent EPS miss.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $4.86, up 14.4%, and adjusted EPS was $5.11, up 14.3%. Against the $5.1201 consensus estimate, adjusted EPS was about $0.01 light. Net income rose 7.9% to $351.0 million, while operating income rose 12.2% to $502.1 million.
Revenue was $892.0 million, up 12.4% from $793.4 million a year earlier, with organic growth of 12.3%. Recurring subscriptions rose 7.7% to $623.6 million, while asset-based fees jumped 24.9% to $246.6 million and non-recurring revenue rose 29.8% to $21.8 million. Gross margin was 82.9%, and total Run Rate reached $3,571.9 million, up 12.1%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-20
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