S&P Global Inc. (SPGI) Earnings history
8 quarters held4/4 transcripts analyzed3/40 figures attestedNext: Dec 10, 2026
Ask your agent: get_earningsPeriodRevenueYoYNet incomeEPS (dil.)Filed
Q3 2026$3.7B+6.8%$1.3B$4.45Oct 27, 2026
| Q3 FY26 | YoY | |
|---|---|---|
| Revenue | $3.7B1 | +6.8% |
| Net income | $1.3B | – |
| Op income | $2.0B | +25.7% |
| EPS (dil.) | $4.45 | +25.7% |
| EPS (basic) | $4.45 | +25.7% |
| Op margin | 53.2% | +8.0pp |
| Net margin | 35.3% | – |
- [1] “The Company reported third-quarter 2026 revenue of $3.678 billion, an increase of 7% compared to the third quarter of 2025.” view source
Guidance & outlook
Management guidance
Q3 2026fy_current
eps_diluted
$16.25—$16.50
eps_diluted
$17.70—$17.95
other
7—8
operating_margin_pct
310.0%—335.0%
operating_margin_pct
75.0%—100.0%
Call guidance
Q3 2026| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| hyperscaler issuance | $250-300B | FY2026 | tight_range | New |
| build issuance growth | high single-digit | FY2026 | directional | New |
| M&A issuance growth | 20-30% | FY2026 | wide_range | New |
| oil price | ~$100 per barrel | Q4 FY2026 | point | New |
| organic constant currency revenue growth | 7.5-8.5% | FY2026 | tight_range | New |
| adjusted operating margin expansion | 75-100 bps | FY2026 | tight_range | New |
| adjusted EPS | $17.70-$17.95 | FY2026 | tight_range | Lowered |
| organic constant currency revenue growth (Ratings) | 6.5-8% | FY2026 | tight_range | New |
| organic constant currency revenue growth (Indices) | 17-18.5% | FY2026 | tight_range | New |
| adjusted free cash flow | ~$1.6 billion | Q4 FY2026 | point | New |
Special items & operational metrics
Operational metrics
Q3 2026LLM-extracted from the earnings release; unverified.
Subscription Revenue Growth
6
percent
Q2 2026$4.1B+10.4%$1.2B$4.12Jul 28, 2026
| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $4.1B1 | +10.4% | $8.3B |
| Net income | $1.2B | +13.5% | $2.6B |
| Op income | $1.8B | +16.8% | $3.8B |
| EPS (dil.) | $4.12 | +17.7% | – |
| EPS (basic) | $4.12 | +17.7% | – |
| Op margin | 43.7% | +2.4pp | |
| Net margin | 29.4% | +0.8pp |
- [1] “Revenue 4,146” view source
Q1 2026$4.2B+10.4%$1.5B$4.69Apr 28, 2026
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $4.2B | +10.4% |
| Net income | $1.5B1 | +28.4% |
| Op income | $2.0B | +26.9% |
| EPS (dil.) | $4.69 | +32.5% |
| EPS (basic) | $4.69 | +32.0% |
| Op margin | 48.0% | +6.2pp |
| Net margin | 36.1% | +5.1pp |
- [1] “Net income 1,504” view source
Q4 2025$3.9B+9.0%$1.1B$2.85Feb 10, 2026
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $3.9B | +9.0% | $15.3B |
| Net income | $1.1B | +29.0% | $4.5B |
| Op income | $1.7B | +28.0% | $6.5B |
| EPS (dil.) | $2.85 | 0.0% | – |
| EPS (basic) | $3.76 | +32.0% | $14.67 |
| Op margin | 42.7% | +6.0pp | |
| Net margin | 29.0% | +4.3pp |
Q3 2025$3.9B+9.0%$1.2B$3.86Oct 30, 2025
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $3.9B | +9.0% | $11.4B |
| Net income | $1.2B | +21.0% | $3.3B |
| Op income | $1.7B | +17.0% | $4.8B |
| EPS (dil.) | $3.86 | +24.0% | $10.90 |
| EPS (basic) | $3.86 | +24.0% | $10.91 |
| Op margin | 43.1% | +3.0pp |
Q2 2025$3.8B+6.0%$1.1B$3.50Jul 31, 2025
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $3.8B | +6.0% | $7.5B |
| Net income | $1.1B | +6.0% | $2.2B |
| Op income | $1.6B | +7.0% | $3.1B |
| EPS (dil.) | $3.50 | +9.0% | $7.04 |
| EPS (basic) | $3.50 | +8.0% | $7.05 |
| Op margin | 41.3% | +0.4pp |
Q1 2025––––Apr 29, 2025
10-QFiled Apr 29, 2025, 7:10 AM ET
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
Filing coverage
64 filings indexed · 80,895 XBRL facts| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-10-28 | – | 36 | 83 |
| 8-K | 2026-10-27 | Q3 2026 | 14 | 0 |
| 8-K | 2026-10-23 | – | 2 | 0 |
| 8-K | 2026-07-28 | Q2 2026 | 13 | 0 |
| 10-Q | 2026-07-28 | – | 37 | 113 |
| 8-K | 2026-07-06 | – | 3 | 0 |
| 8-K/A | 2026-07-06 | – | 1 | 0 |
| 8-K | 2026-07-02 | – | 6 | 0 |
| 8-K | 2026-05-26 | – | 1 | 0 |
| 8-K | 2026-05-21 | – | 1 | 0 |
Showing the latest 10 of 64 — the full set is in the API.