NASDAQ:MORN | Balance Sheet | Morningstar, Inc.

Complete source-backed balance-sheet history.

Available history
2007-12-31 to 2026-06-30
Data captured

Historical Balance Sheet

DateCash and equivalentsCurrent securitiesReceivablesInventoryOther current assetsCurrent assetsProperty, plant and equipmentOther noncurrent assetsTotal assetsAccounts payableCurrent liabilitiesLong-term debtOther noncurrent liabilitiesTotal liabilitiesShareholder equity
2026-06-30$489.5M$34.3M$382.9M$24.5M$1.03B$239.6M$22.4M$3.95B$980.3M$1.73B$21M$2.92B$1.02B
2026-03-31$492.8M$39.4M$402.6M$19.5M$1.06B$234.8M$17.5M$3.99B$1.03B$1.73B$14.4M$2.97B$1.02B
2025-12-31$474.5M$54.2M$390.4M$24.8M$1.04B$231.9M$12.1M$3.59B$1.05B$1.07B$14.3M$2.37B$1.22B
2025-09-30$474.2M$40.3M$363.9M$11.2M$979.2M$225.9M$10.4M$3.56B$945.5M$13.7M$2.04B$1.51B
2025-06-30$503.5M$38.1M$384M$10.8M$1.04B$225.6M$8.7M$3.63B$921M$13.7M$2.02B$1.61B
2025-03-31$511.5M$47.7M$342.1M$10.9M$1.01B$221.6M$9.1M$3.59B$912.3M$12.8M$1.98B$1.61B
2024-12-31$502.7M$48.3M$358.1M$11.3M$1.01B$218.9M$8.8M$3.55B$967.3M$11.4M$1.93B$1.62B
2024-09-30$552.9M$48.8M$328.4M$7.8M$1.02B$212.4M$7.1M$3.57B$895.9M$864.7M$20.1M$2B$1.57B
2024-06-30$391.2M$48M$336.4M$14.4M$875.8M$210.3M$7.4M$3.4B$837.4M$899.6M$18.6M$1.97B$1.43B
2024-03-31$353.7M$55.4M$326.2M$5.1M$830.6M$210.8M$8.2M$3.39B$846.8M$981.5M$17.6M$2.01B$1.38B
2023-12-31$337.9M$51.1M$343.9M$5.4M$815.7M$207.7M$8.8M$3.4B$880.8M$1B$9.2M$2.08B$1.33B
2023-09-30$325M$38.7M$298M$4.7M$758.2M$204.3M$8.9M$3.34B$809.5M$1.09B$15.2M$2.1B$1.24B
2023-06-30$343.3M$34.9M$321.8M$3.7M$807.3M$205.6M$9.5M$3.46B$814.9M$1.19B$14.8M$2.22B$1.24B
2023-03-31$352.2M$33.2M$297.9M$7.6M$781.3M$201.5M$10.3M$3.45B$844.4M$1.16B$14M$2.25B$1.2B
2022-12-31$376.6M$38M$307.9M$10.9M$810.8M$199.4M$10.5M$3.47B$882.5M$1.14B$13.9M$2.27B$1.21B
2022-09-30$372.7M$34.4M$284.5M$11.2M$788.8M$187.8M$10.6M$3.42B$806.4M$1.19B$14.8M$2.24B$1.18B
2022-06-30$380.2M$36.6M$307.3M$3M$818.1M$182.7M$11.5M$3.47B$801.3M$1.21B$15M$2.23B$1.24B
2022-03-31$483.5M$61.4M$276.4M$2.9M$902.8M$176.5M$10.9M$2.87B$720.5M$14.6M$1.52B$1.35B
2021-12-31$483.8M$62.3M$268.9M$1.9M$887.6M$171.8M$11.7M$2.86B$783.5M$359.4M$13.8M$1.45B$1.42B
2021-09-30$427M$60.3M$239.3M$1.7M$797M$165.4M$12.6M$2.74B$693.4M$15.6M$1.36B$1.39B
2021-06-30$387.6M$61.4M$231M$1.6M$759.2M$157.8M$13.9M$2.71B$685.1M$16.6M$1.36B$1.35B
2021-03-31$383.6M$50.1M$229.1M$5.7M$730.8M$156.7M$11.4M$2.68B$610.6M$33.5M$1.35B$1.32B
2020-12-31$422.5M$41.7M$205.1M$5.7M$730M$155.1M$14.4M$2.7B$626.5M$449.1M$33.8M$1.42B$1.27B
2020-09-30$351.1M$26.7M$186.9M$32.1M$622.6M$150.9M$13.3M$2.56B$559.7M$484.9M$35M$1.39B$1.18B
2020-06-30$353.7M$29.5M$181.4M$31.3M$613.5M$147M$13.9M$2.35B$490.2M$487.7M$15.4M$1.26B$1.09B
2020-03-31$322.5M$26.3M$184.7M$24.4M$580.7M$149.5M$13.2M$2.29B$456.4M$530.4M$11.4M$1.26B$1.03B
2019-12-31$334.1M$33.4M$188.5M$24M$603.2M$154.7M$11.9M$2.37B$495.8M$513.1M$11.4M$1.29B$1.08B
2019-09-30$321.8M$31M$168M$23.7M$560.7M$151.5M$9M$2.28B$431.7M$545.8M$12.2M$1.24B$1.04B
2019-06-30$383.8M$30.1M$169.2M$22.2M$619.9M$140.4M$5.1M$1.57B$381.4M$15.1M$568.9M$1B
2019-03-31$349.1M$29.5M$173.8M$18M$586.5M$142.7M$5.8M$1.55B$372.8M$14.6M$583.4M$968.2M
2018-12-31$369.3M$26.6M$172.2M$16.9M$601.6M$143.5M$4.7M$1.45B$362.8M$70M$38.1M$519.1M$934.7M
2018-09-30$323M$43.7M$172.4M$22.8M$583.9M$144.5M$4.4M$1.44B$321.3M$18.6M$511.9M$927.6M
2018-06-30$307.1M$44.8M$163.5M$28M$566.1M$146.1M$5M$1.43B$330.8M$20.3M$555.8M$871.4M
2018-03-31$311M$44.4M$158.2M$19.4M$549.7M$147.4M$11.2M$1.44B$327.3M$20.6M$578.2M$858.3M
2017-12-31$308.2M$45.1M$148.2M$28.3M$529.8M$147.4M$6.2M$1.41B$323.2M$21.2M$600.8M$804.9M
2017-09-30$270.3M$53.7M$148.2M$25.7M$497.9M$151.2M$6.8M$1.38B$294.6M$30.1M$604.5M$779.2M
2017-06-30$285.6M$54M$143.6M$24.2M$507.4M$153.9M$10.3M$1.38B$301.8M$32.3M$636.9M$739.1M
2017-03-31$265.8M$51.7M$142.3M$26.3M$486.1M$149.8M$7.5M$1.36B$299.9M$30.8M$636.9M$718.4M
2016-12-31$259.1M$44.9M$145.8M$22.2M$472M$152.1M$8.8M$1.35B$294.9M$35.9M$654.1M$696.5M
2016-09-30$219.4M$45.7M$124.3M$23.7M$413.1M$150M$9.4M$1.06B$314.2M$33.5M$397.5M$661.7M
2016-06-30$202.4M$43.8M$137.3M$25.5M$409M$141.3M$9.6M$1.05B$328.6M$30.3M$412.6M$639.1M
2016-03-31$185.2M$41.5M$148.1M$25.6M$400.4M$134M$10.8M$1.03B$323.8M$26.7M$402.2M$630.2M
2015-12-31$207.1M$41.5M$139.3M$22M$409.9M$134.5M$10.6M$1.03B$304.4M$29.9M$388.4M$640.3M
2015-09-30$223.7M$39.3M$124.1M$22.5M$420.1M$124.3M$6.8M$1.02B$273M$11M$343.5M$679.8M
2015-06-30$225.6M$33M$143.9M$22.4M$435.4M$122.6M$7M$1.05B$305M$9.5M$377.7M$668.8M
2015-03-31$204.6M$38.6M$142.2M$22.3M$418.5M$121.4M$8.9M$1.03B$293.2M$11M$364.8M$660M
2014-12-31$185.2M$39.4M$136.7M$29.5M$390.8M$117.6M$7.1M$1.01B$293.8M$10.8M$355.9M$653.5M
2014-09-30$189.3M$38.49M$124.97M$23.62M$388.34M$112.58M$6.41M$1.02B$290.89M$10.84M$349.66M$669.58M
2014-06-30$176.3M$44.7M$135.02M$21.57M$402.59M$109.9M$7.84M$1.05B$322.19M$10.52M$382.56M$667.64M
2014-03-31$204.6M$59.34M$131.46M$25.12M$424.94M$107.44M$8.98M$1.01B$247.86M$10.06M$310.7M$695.69M
2013-12-31$168.2M$130.41M$114.13M$26.36M$446.89M$104.99M$9.72M$1.03B$269.55M$13.95M$339.38M$690.26M
2013-09-30$176.96M$165.92M$113.69M$26.23M$489.4M$99.01M$11.36M$1.07B$255.34M$15.71M$315.67M$757.34M
2013-06-30$169.81M$144.97M$110.65M$26.87M$462.39M$95.55M$11.54M$1.04B$253.3M$21.81M$321.78M$716.1M
2013-03-31$224.89M$103.44M$117.74M$28.09M$480.18M$91.82M$12.42M$1.05B$243.23M$21.25M$306.43M$737.89M
2012-12-31$163.9M$157.53M$114.36M$20.82M$474.61M$84.02M$10.44M$1.04B$257.37M$12.46M$315.06M$725.52M
2012-09-30$152.18M$190.9M$119.88M$22.55M$492.94M$77.87M$8.33M$1.06B$260.17M$8.26M$304.65M$755.16M
2012-06-30$147.5M$242.38M$117.02M$22.29M$541.99M$77.38M$7.8M$1.11B$262.14M$8.55M$308.55M$795.64M
2012-03-31$165.35M$278.3M$121.4M$20.86M$594.03M$73.58M$6.83M$1.17B$257.37M$8.41M$302.12M$862.73M
2011-12-31$200.44M$269.76M$113.31M$15.98M$612.03M$68.2M$5.91M$1.17B$270.63M$8.17M$315.07M$855.37M
2011-09-30$174.27M$258.75M$110.44M$16.08M$573.4M$63.7M$5.73M$1.13B$249.29M$25.93M$298.14M$835.07M
2011-06-30$195.02M$235.22M$111.52M$16.5M$575.42M$62.06M$7.68M$1.15B$246.26M$26.26M$296.84M$855.21M
2011-03-31$193.37M$191.89M$115.26M$15.45M$527.98M$7.34M$1.11B$236.43M$26.47M$286.48M$822.76M
2011-01-03$180.18M
2010-12-31$180.18M$185.24M$110.89M$17.65M$507.28M$62.11M$5.97M$1.09B$252.72M$27.21M$304.88M$780.32M
2010-09-30$175.87M$163.47M$94.64M$14.32M$458.93M$6.95M$1.03B$221.77M$25.55M$270.77M$754.43M
2010-06-30$154.38M$165.97M$90.13M$12.55M$437.61M$5.73M$962.53M$213.34M$24.95M$246.46M$715.1M
2010-03-31$185.35M
2009-12-31$130.5M$212.06M$82.33M$12.56M$444.1M$59.83M$6.1M$919.08M$207.5M$26.41M$253.29M$664.62M
2009-09-30$189.4M
2009-06-30$187.1M
2008-12-31$173.89M$530.25M
2007-12-31$159.58M$402.42M