Moody`s Corp.

Strong Financial Performance in 2024: Moody's reported a record revenue exceeding $7 billion, representing a 20% growth year-over-year (YOY). Adjusted operating margins expanded by over 400 basis points, leading to a 26% growth in adjusted diluted EPS. Ratings divisions saw an 18% total revenue growth, with a remarkable 29% rise in transactional revenue during Q4.

Guided Revenue Growth for 2025: Moody's expects MCO revenue growth in the high single-digit range for 2025, with adjusted diluted EPS projected between $14 to $14.50. The outlook is based on expected growth in rated issuance in the low single-digit range and continued demand for investment-grade sectors, supported by declining high-yield default rates.

Efficiency and Restructuring Initiatives: The company announced a major efficiency program that is expected to incur restructuring charges of $200 to $250 million over two years, targeting annualized cost savings of $250 to $300 million. This restructuring aims to simplify organizational structures and improve profitability.