MSCI Q2 2025 Earnings: Revenue Hits $867M Amid Higher Expense Guidance
MSCI posted Q2 2025 revenue of $867 million and net income of $342 million, but adjusted EPS missed consensus and the company raised its full-year expense guidance due to the First Street acquisition. The stock is down 4.52% over 90 days.
Key Numbers
MSCI Inc. (MSCI) reported its second quarter 2025 results, with revenue of $867 million and net income of $342 million. Adjusted earnings per share came in slightly below analyst expectations, and the company raised its full-year expense guidance due to the acquisition of First Street. The stock currently trades at $570.95, with a 90-day return of -4.52% and a one-year total shareholder return not disclosed.
Key Financial Results
| Metric | Value |
|---|---|
| Revenue | $867 million |
| Net Income | $342 million |
| Adjusted EPS | Slightly below consensus |
| Current Share Price | $570.95 |
| 90-Day Share Price Return | -4.52% |
Key Highlights from the Release
MSCI attributed the higher expense guidance to the First Street acquisition, which is expected to impact full-year profitability. No further details were provided on the magnitude of the impact.
Future Guidance
MSCI indicated that full-year 2025 expense guidance would be higher than previous estimates, without providing specific numbers. The acquisition is expected to continue affecting margins in coming quarters.
Impact on the Stock
MSCI shares have declined 4.52% over the past 90 days, reflecting cooling momentum post-announcement. The stock may face continued pressure in the near term until the earnings impact of the acquisition becomes clearer.
What This Means for Investors
Investors should monitor the integration of First Street and its effect on profit margins. While revenue remains strong, higher expense guidance could weigh on future earnings estimates.
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