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Morningstar Inc

MORN

NASDAQ

Financial Services

$217.49

USD

+3.84 (+1.80%)

At close: Aug 20, 2026, 4:00 PM EDT

Market Cap $7.39B

Volume 287.5K

Revenue

$2.57B

TTM

+9.3%

YoY

Gross Margin

62%

TTM

+2.1%

YoY

Net Income

$421.60M

TTM

+4.3%

YoY

Operating Cash Flow

$646.90M

TTM

+20.8%

YoY

Revenue & Net Income

USD Millions

Margins Trend

Percent of revenue

Income Statement Detail

USD Millions, except per-share and share count figures

Metric

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Revenue

605.1

617.4

641.1

644.8

663.2

YoY Growth

+5.8%

+8.4%

+8.5%

+10.8%

+9.6%

Cost of Revenue

230.6

241.7

249.2

238.9

239.3

Gross Profit

374.5

375.7

391.9

405.9

423.9

Selling, General & Administrative

201.7

201.4

208.8

199.2

216.6

Other Operating Expenses

-0.8

0.0

0.0

-0.9

-6.8

Total Operating Expenses

249.4

248.4

255.9

250.0

263.3

Operating Income

125.1

127.3

136.0

155.9

160.6

EBITDA

173.6

174.3

183.1

207.6

214.1

Other Income / Expense

-1.2

2.8

23.7

-0.5

3.5

Total Other Income / Expense

-8.6

-4.2

14.9

-14.2

-13.6

Income Before Income Taxes

116.5

123.1

150.9

141.7

147.0

Income Taxes

26.3

31.4

36.4

34.6

38.3

Net Income

89.0

91.6

115.1

107.1

107.8

Consolidated Net Income / Loss

89.0

91.6

115.1

107.1

107.8

Net Income Attributable to Common Shareholders

89.0

91.6

115.1

107.1

107.8

Basic EPS

$2.11

$2.18

$2.84

$2.74

$2.85

Diluted EPS

$2.09

$2.17

$2.81

$2.73

$2.83

Basic Shares Outstanding

42.2M

42.1M

40.5M

39.1M

37.8M

Diluted Shares Outstanding

42.5M

42.3M

40.9M

39.3M

38.1M