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Jun 30, 2024

Morningstar Q2 2024 Earnings Report

Morningstar's financial performance improved with double-digit revenue growth and expanded operating margins.

Key Takeaways

Morningstar, Inc. reported a 13.3% increase in revenue to $571.9 million and a significant rise in operating income, which increased by 160.2% to $108.5 million. Diluted net income per share increased by 90.5% to $1.60, and adjusted diluted net income per share increased by 54.6% to $2.01. The company's growth was primarily driven by Morningstar Credit, PitchBook, and Morningstar Data and Analytics.

Revenue increased by 13.3% to $571.9 million, with organic revenue growth of 13.6%.

Operating income increased by 160.2% to $108.5 million, and adjusted operating income increased by 87.9%.

Diluted net income per share increased by 90.5% to $1.60, and adjusted diluted net income per share increased by 54.6% to $2.01.

Free cash flow increased to $120.8 million, a significant improvement compared to the prior-year period.

Total Revenue
$572M
Previous year: $505M
+13.3%
EPS
$2.01
Previous year: $1.6
+25.6%
Assets linked to Morningstar Indexes
207,600,000,000%
Assets under management and advisement
$316B
Previous year: $264B
+19.7%
Gross Profit
$299M
Previous year: $288M
+3.6%
Cash and Equivalents
$391M
Previous year: $343M
+14.0%
Free Cash Flow
$121M
Previous year: -$5.8M
-2182.8%
Total Assets
$3.4B
Previous year: $3.46B
-1.6%

Morningstar

Morningstar

Morningstar Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the release.

Revenue & Expenses

Visualization of income flow from segment revenue to net income