earnings-reports-q3-2016-product-line-segments-of-nov-3-2016Here is a summary of major Q3 earnings report releases as of November 03, 2016.  It is an update of our recent announcement: 

Dun & Bradstreet (NYSE: DNB) reported results for the third quarter 2016 with revenue up 2% year over year, after the effect of foreign exchange (up 3% before the effect of foreign exchange). As Adjusted and organic revenue both flat year over year, after the effect of foreign exchange (up 1% before the effect of foreign exchange).

Trade Credit Solutions growth (2%); Enterprise Risk Management Solutions growth 15%.  Sales and Marketing Solutions:  Traditional Prospecting Solutions growth (3%); Advanced Marketing Solutions growth (1%)

Equifax reported revenue of $804.1 million in the third quarter of 2016, a 20 percent increase from the third quarter of 2015 on a reported basis and up 23 percent on a local currency basis.  

US CIS total revenue was $317.4 million in the third quarter of 2016 compared to $292.5 million in the third quarter of 2015, an increase of 9 percent. International total revenue was $214.3 million in the third quarter of 2016, up 47 percent from the third quarter of 2015 and a 60 percent increase on a local currency basis, buoyed largely by the Veda acquisition. Workforce solutions total revenue was $171.3 million in the third quarter of 2016, a 23 percent increase from the third quarter of 2015.  Global Consumer Solutions total revenue was $101.1 million, a 12 percent increase from the third quarter of 2015 and up 14 percent on a local currency basis.

TransUnion total revenue was $438 million, an increase of 12 percent (13 percent on a constant currency basis).

U.S. Information Services (USIS): USIS revenue was $273 million, an increase of 14 percent compared with the third quarter of 2015.  International: International revenue was $82 million, an increase of 20 percent (22 percent on a constant currency basis) compared with the third quarter of 2015. Acquisitions accounted for an 11 percent increase in revenue. Consumer Interactive revenue was $97 million, an increase of 2 percent compared with the third quarter of 2015.

S&P Global reported third quarter 2016 results with revenue of $1.44 billion, an increase of 9% compared to the same period last year. Net income and diluted earnings per share were $892 million and $3.36, respectively which included a pre-tax gain of $722 million from the sale of J.D. Power.

S&P Global Ratings: Revenue increased 9% to $642 million in the third quarter.  Transaction revenue increased 23% to $299 million largely as a result of improved contract terms and increases in corporate debt issuance, bank loan ratings, and U.S. public finance issuance.  Non-transaction revenue was unchanged at $343 million in the quarter with growth in surveillance fees offset by lower Rating Evaluation Service fees.

S&P Global Market Intelligence: Revenue increased 21% to $429 million in the third quarter of 2016 compared to the same period last year, while organic revenue grew 7%.  Due to the SNL acquisition, organic growth, and progress on integration-related synergies, quarterly operating profit increased 112% to $112 million and adjusted operating profit increased 43% to $135 million.  The operating margin improved 1,120 basis points to 26% and the adjusted operating margin improved 480 basis points to 31%.

S&P Dow Jones Indices: Revenue increased 6% to $164 million in the third quarter of 2016 compared to the same period last year.

S&P Global Platts (includes J.D. Power results through September 7, 2016):  Revenue decreased 8% to $229 million primarily because the current period only included two months of J.D. Power revenue.   Organic revenue grew 4% for the segment excluding revenue from the acquisitions of RigData and PIRA, and excluding the results of J.D. Power for the period.

Moody’s Corporation reported revenue of $917.1 million for the three months ended September 30, 2016, up 10% from the same period of 2015.

Moody’s Investors Service (MIS) reported record third quarter global revenue in 2016 of $612.3 million, up 12% from the prior-year period.  Global revenue for Moody’s Analytics (MA) for the third quarter of 2016 was $304.8 million, up 6% from the third quarter of 2015. MA’s US revenue was $154.4 million, up 19%, while its non-US revenue was $150.4 million, down 4%. Foreign currency translation unfavorably impacted MA revenue by 3%.

Verisk Analytics reported consolidated Q3 revenues of US$498.1 million, up 5.9%. Total Decision Analytics revenues were US$ 317.3, up 6.2%.

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Source:  Company Earnings Releases