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Reported segment mix · SEC DERA dimensional facts

Morningstar, Inc. MORN revenue by segment, product and geography

In its fiscal year ending 2025-12-31, Morningstar, Inc. reported revenue across 5 business segments; the largest, Morningstar Data And Analytics Segment, was $831M, 37.0% of the filed sum (+5.4% against the prior period in the same filing).

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-13prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • Morningstar Data And Analytics Segment$831M
    37.0%
    +5.4% yoy
  • Pitch Book Segment$672M
    29.9%
    +8.6% yoy
  • Morningstar Credit Segment$354M
    15.8%
    +21.7% yoy
  • Morningstar Wealth Segment$251M
    11.2%
    +1.2% yoy
  • Morningstar Retirement Segment$138M
    6.1%
    +8.3% yoy

Members sum to $2.25B against $2.45B consolidated (residual $200M) - eliminations or corporate lines the filer did not tag on this axis.

By product or service
Revenue
  • Licensed Based$1.72B
    70.3%
    +5.8% yoy
  • Transaction Based$383M
    15.7%
    +21.0% yoy
  • Asset Based$343M
    14.0%
    +2.9% yoy

Members sum to the consolidated $2.45B for this period.

By geography
Revenue
  • United States$1.75B
    share n/a
    +7.1% yoy
  • Outside the United States$691M
    share n/a
    +8.5% yoy
  • Europe Excluding United Kingdom$220M
    share n/a
    +7.8% yoy
  • United Kingdom$190M
    share n/a
    +13.4% yoy
  • Canada$155M
    share n/a
    +10.3% yoy
  • Australia$65.3M
    share n/a
    +4.6% yoy
  • Asia$48M
    share n/a
    -3.2% yoy
  • Segment Geographical Group Of Other Countries$13M
    share n/a
    +2.4% yoy

member sum exceeds the consolidated figure: this axis carries more than one breakdown, so shares are not computed.

Latest quarter
Quarter ending 2026-06-3010-Q filed 2026-07-29prior period 2025-06-30 from the same filingView filing
  • Morningstar Data And Analytics Segment$222M
    37.0%
    +6.2% yoy
  • Pitch Book Segment$175M
    29.1%
    +4.9% yoy
  • Morningstar Wealth Segment$105M
    17.5%
    +23.4% yoy
  • Morningstar Credit Segment$60.3M
    10.1%
    -6.2% yoy
  • Morningstar Retirement Segment$37.9M
    6.3%
    +17.0% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

About these figures

Companies tag segment, product and geographic revenue as dimensional XBRL facts in their 10-K and 10-Q filings. The SEC publishes those facts in its DERA Financial Statement and Notes data sets; TrendNalysis ingests each monthly file and serves the facts exactly as filed, keyed to the accession of the filing. Shares are of the filed sum. Where a filer tags more than one breakdown on one axis, the sum exceeds consolidated revenue and no shares are computed; where the members do not add up to the consolidated figure, the residual is stated rather than hidden. Missing is never zero.

Descriptive and educational; not investment advice. Methodology and data lineage.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.

Morningstar, Inc. (MORN) revenue by segment, product and geography FY2025 | TrendNalysis