Q4 2025 MSCI Inc Earnings Call Transcript
Key Points
- MSCI Inc (MSCI) achieved organic revenue growth of over 10% in the fourth quarter.
- The company reported adjusted EBITDA growth of over 13% and adjusted EPS growth of almost 12% for the quarter.
- MSCI Inc (MSCI) has delivered 11 consecutive years of double-digit adjusted EPS growth.
- The company repurchased nearly $958 million of its shares in Q4, indicating strong conviction in its prospects.
- MSCI Inc (MSCI) saw a retention rate of over 94% for the full year, showcasing strong client loyalty.
- Sustainability and climate new subscription sales were lower than last year's levels, particularly in the Americas.
- The company faces challenges in the US market for sustainability due to political undertones affecting demand.
- There is a noted softness in the retention rate for sustainability and climate products.
- MSCI Inc (MSCI) anticipates higher cash taxes in 2026, impacting free cash flow.
- The company is experiencing elevated cash interest expenses due to recent debt issuances.
Hey ladies and gentlemen and welcome to the MSCI 4th quarter 2025 earnings conference call. As a reminder, this call is being recorded. At this time, all participants are in a listen-only mode. Later we will conduct a question-and-answer session where participants are requested to ask one question at a time.
Then add themselves back into the queue for any additional questions. We will have further instructions for you later on. I would now like to turn the call over to Jeremy Ein, head of investor relations and treasurer.
Sir, you may begin.
Thank you. Have a good day and welcome to the MSCI fourth quarter 2025 earnings conference call. Earlier this morning, we issued a press release announcing our results for the fourth quarter 2025. This press release, along with an earnings presentation and brief quarterly update, 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
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