MORNINGSTAR, INC.

MORN ·Financial, Asset Management, United States
Financial Statements Income Statement
Annual Quarterly

Income Statement

Line Item FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018
Revenue $2.45B $2.28B $2.04B $1.87B $1.70B $1.39B $1.18B $1.02B
Cost of Revenue $952.9M $895.7M $843.5M $779.3M $698.4M $556.4M $483.1M $411.1M
Gross Profit $1.49B $1.38B $1.20B $1.09B $1.00B $833.1M $695.9M $608.8M
Gross Margin 61.0% 60.6% 58.6% 58.3% 58.9% 60.0% 59.0% 59.7%
Operating Expenses
Research & Development
SG&A Expense $334.0M $327.2M $355.8M $400.4M $318.4M $272.0M $210.7M $147.8M
Operating Income $526.6M $484.8M $230.6M $167.8M $257.0M $215.2M $189.6M $215.8M
Operating Margin 21.5% 21.3% 11.3% 9.0% 15.1% 15.5% 16.1% 21.2%
Interest Expense
Pretax Income $495.7M $473.9M $174.1M $130.6M $250.5M $283.0M $198.5M $232.9M
Income Tax Expense $121.5M $104.0M $33.0M $56.5M $62.6M $59.7M $45.6M $47.8M
Net Income $374.2M $369.9M $141.1M $70.5M $193.3M $223.6M $152.0M $183.0M
Net Margin 15.3% 16.3% 6.9% 3.8% 11.4% 16.1% 12.9% 17.9%
EPS (Basic) $8.93 $8.64 $3.31 $1.65 $4.50 $5.22 $3.56 $4.30
EPS (Diluted) $8.87 $8.58 $3.29 $1.64 $4.45 $5.18 $3.52 $4.25
Shares Outstanding (Basic) 41.9M 42.8M 42.6M 42.6M 43.0M 42.9M 42.7M 42.6M
Shares Outstanding (Diluted) 42.2M 43.1M 42.9M 42.9M 43.4M 43.2M 43.2M 43.0M
Dividends Per Share $1.87 $1.67 $1.53 $1.46 $1.31 $1.22 $1.14 $1.03
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