财务表现 - 第一季度2024年，Morningstar公司报告的营收增长13.2%，达到5.428亿美元，有机营收增长12.9%[3] - 调整后的营业利润增长113.9%，达到9,260万美元[3] - 调整后的每股稀释净收益增长208.9%，达到1.73美元[3] - 现金流量由经营活动提供的现金增长300.0%，达到9,360万美元[3] - Morningstar Data and Analytics对整体营收贡献了1.967亿美元，营收增长了9.4%[10] - PitchBook对整体营收贡献了1.476亿美元，营收增长了12.6%[13] - Morningstar Wealth对整体营收贡献了5900万美元，营收增长了7.5%[16] - Morningstar Credit对整体营收贡献了6.03亿美元，营收增长了28.8%[19] - Morningstar Retirement对整体营收贡献了2.84亿美元，营收增长了12.7%[22] - 晨星管理账户的资产管理规模为1,361亿美元，同比增长21.8%[47] - 晨星指数关联资产价值为1,902亿美元，同比增长13.3%[47] - 公司在2024年第一季度的有机收入为541.6亿美元，同比增长12.9%[52] - 公司调整后的营业利润为110.8亿美元，同比增长113.9%[52] - 公司调整后的每股 diluted 净收入为1.73美元，同比增长208.9%[53] - 公司在2024年第一季度的自由现金流为59.5亿美元[53] 成本和损失 - Severance and personnel expenses包括解雇费用、与提前签署解雇协议相关的激励支付、过渡奖金和与限制性股票单位和市场份额单位奖励的加速归属相关的股票补偿[54] - Transformation costs包括专业费用和临时的人员增加。公司在其他市场聘请替代角色，并在过渡期间通过深圳的员工，导致暂时的补偿成本增加[55] - Asset impairment costs包括深圳办公室中未重新部署的固定资产的冲销或加速折旧，以及公司在租约终止日期之前缩减办公空间时的租赁放弃成本[56] - 非经营性（收益）损失与2024年第一季度和2023年第一季度相关的投资实现和未实现收益和损失有关。此外，2023年第一季度的非经营性（收益）损失还包括来自股权法交易的费用净额[57]

This presentation dated February 29, 2024 includes an update (the "Update") to the Morningstar Fourth Quarter 2023 Suppl dated February 22, 2024 (the "Original Supplemental Materials") to provide detail on the reporting segments reflected in Mc Report on Form 10-K for the year ended December 31, 2023. Except for the Update, the Original Supplemental Materials ren This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act ol statements are based o ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. Employe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of (I.R.S. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Jurisdi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Jurisd ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Jurisdictio ...

Morningstar 2020 Shareholders' Meeting Safe Harbor Statement Today's presentations contain forward-looking statements. All statements made that are not historical facts are subject to a number of risks and uncertainties, and actual results may differ materially. Please refer to our most recent earnings release and our most recent Form 10-Q or 10-K for more information on the factors that could cause actual results to differ. Today's presentations also contain non-GAAP financial measures. Please refer to the ...