At the archive date, S&P Global Inc. was expected to release its Q3 2026 10-Q filing on October 28, 2026, before market open. Last quarter: In 2026-Q2, S&P Global delivered 10% revenue growth to $4.146B and 17% operating-profit growth to $1.812B, while its July 1, 2026 Mobility separation will materially change reported continuing operations beginning in the next quarter. Source: 10-Q Item 2 MD&A, pp.33, 35.
EPS Estimate
$4.52
Revenue Estimate
$3.71B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the SPGI page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Three-month revenue increased 10% year over year to $4.146B, with growth at all reportable segments. Ratings benefited from strong investment-grade corporate bond issuance and surveillance activity; Indices benefited from higher ETF and mutual-fund assets under management; Market Intelligence benefited from subscriptions, Lending Solutions, RatingsXpress, and higher recurring-variable volumes. Source: 10-Q Item 2 MD&A, pp.33, 37.
Operating profit rose 17% to $1.812B and operating margin improved to 44% from 41%. Management attributed the increase primarily to revenue growth, partly offset by annual merit increases, added headcount, and strategic-initiative investments; excluding specified disposition, legal, gain, and acquisition-amortization items, operating profit increased 14%. Source: 10-Q Item 2 MD&A, p.33.
In 2026-Q2, non-subscription/transaction revenue rose 20% to $895M and asset-linked fees increased 22% to $348M, outpacing the 6% increase in subscription revenue to $2.064B. The transaction increase was primarily driven by corporate bond ratings revenue, while asset-linked-fee growth reflected higher ETF and mutual-fund assets under management. Source: 10-Q Item 2 MD&A, pp.36-37.
Revenue
$4.15B
+10.41% YoY
EPS (Diluted)
$4.12
+17.71% YoY
Operating Income
$1.81B
+16.83% YoY
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