Q2 2026 MSCI Inc Earnings Call Transcript
Key Points
- MSCI Inc (MSCI) reported strong financial results with organic revenue growth of over 12%, adjusted EPS growth of nearly 19%, and adjusted EBITDA growth of 14%.
- The company achieved record ETF and non-ETF AUM balances in products linked to MSCI indices, contributing to the best-ever asset-based fee run rate.
- MSCI Inc (MSCI) demonstrated a high retention rate of over 95% and organic subscription run rate growth of over 8%.
- The company is leveraging AI to accelerate product innovation and enhance existing solutions, contributing to a strong pipeline of opportunities.
- MSCI Inc (MSCI) repurchased $147 million of its shares, reflecting confidence in its growth prospects and commitment to shareholder returns.
- Sustainability faces persisting market challenges, and MSCI Inc (MSCI) does not expect significant improvement in the near future.
- The company experienced fee compression in asset-based fees due to a mix shift towards lower-fee products.
- There was a notable headwind from cancellations in the Americas, particularly affecting the sustainability segment.
- The analytics segment showed softer subscription sales growth, attributed to lumpiness and tougher comparisons.
- MSCI Inc (MSCI) raised its expense guidance due to recent acquisitions and higher performance-based compensation, impacting overall profitability.
Good day, ladies and gentlemen. Welcome to the MSCI second-quarter 2026 earnings conference call. As a reminder, this call is being recorded.
(Operator Instructions)
I would now like to turn the call over to Jeremy Ulan, Head of Investor Relations and Treasurer. You may begin.
Thank you. Good day, and welcome to the MSCI second quarter 2026 earnings conference call. Earlier this morning, we issued a press release announcing our results for the second quarter 2026. This press release, along with an earnings presentation are available on our website, msci.com, under the Investor Relations tab. Let me remind you that this call contains forward-looking statements, which are governed by the language on the second slide of the presentation.
You are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made, are based on current expectations and current economic conditions and are subject to risks and
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