SPGIS&P Global Inc.SEC EDGAR
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S&P Global Inc. (SPGI) Earnings history

8 quarters held4/4 transcripts analyzed3/40 figures attestedNext: Dec 10, 2026
Ask your agent: get_earnings
PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q3 2026$3.7B+6.8%$1.3B$4.45Oct 27, 2026
LATESTEarnings filing (8-K)10-QFiled Oct 27, 2026, 7:15 AM ET
Earnings call · Oct 27, 2026transcriptView originalprepared remarksQ&Adeckdeckwebcast
Q3 FY26YoY
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 margin53.2%+8.0pp
Net margin35.3%–
  1. [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 2026

fy_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
MetricValuePeriodSpecificityvs Prior
hyperscaler issuance$250-300BFY2026tight_rangeNew
build issuance growthhigh single-digitFY2026directionalNew
M&A issuance growth20-30%FY2026wide_rangeNew
oil price~$100 per barrelQ4 FY2026pointNew
organic constant currency revenue growth7.5-8.5%FY2026tight_rangeNew
adjusted operating margin expansion75-100 bpsFY2026tight_rangeNew
adjusted EPS$17.70-$17.95FY2026tight_rangeLowered
organic constant currency revenue growth (Ratings)6.5-8%FY2026tight_rangeNew
organic constant currency revenue growth (Indices)17-18.5%FY2026tight_rangeNew
adjusted free cash flow~$1.6 billionQ4 FY2026pointNew

Special items & operational metrics

Operational metrics

Q3 2026

LLM-extracted from the earnings release; unverified.

Subscription Revenue Growth
6
percent
Q2 2026$4.1B+10.4%$1.2B$4.12Jul 28, 2026
Earnings filing (8-K)10-QFiled Jul 28, 2026, 7:10 AM ET
Earnings call · Jul 28, 2026transcriptView originalprepared remarksQ&Adeckdeckwebcast
Q2 FY26YoY6M 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 margin43.7%+2.4pp
Net margin29.4%+0.8pp
  1. [1] “Revenue 4,146” view source
Q1 2026$4.2B+10.4%$1.5B$4.69Apr 28, 2026
Earnings filing (8-K)10-QFiled Apr 28, 2026, 7:10 AM ET
Earnings call · Apr 28, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q1 FY26YoY
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 margin48.0%+6.2pp
Net margin36.1%+5.1pp
  1. [1] “Net income 1,504” view source
Q4 2025$3.9B+9.0%$1.1B$2.85Feb 10, 2026
Earnings filing (8-K)10-KFiled Feb 10, 2026, 7:10 AM ET
Earnings calldeckwebcast
Q4 FY25YoYFY25
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.)$2.850.0%–
EPS (basic)$3.76+32.0%$14.67
Op margin42.7%+6.0pp
Net margin29.0%+4.3pp
Q3 2025$3.9B+9.0%$1.2B$3.86Oct 30, 2025
Earnings filing (8-K)10-QFiled Oct 30, 2025, 7:10 AM ET
Earnings calldeckwebcast
Q3 FY25YoY9M 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 margin43.1%+3.0pp
Q2 2025$3.8B+6.0%$1.1B$3.50Jul 31, 2025
Earnings filing (8-K)10-QFiled Jul 31, 2025, 7:10 AM ET
Earnings calldeckwebcast
Q2 FY25YoY6M 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 margin41.3%+0.4pp
Q1 2025––––Apr 29, 2025
10-QFiled Apr 29, 2025, 7:10 AM ET
Earnings call · Apr 29, 2025transcriptView originalprepared remarksQ&Adeckwebcast
Q1 FY25YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––
Q4 2024––––Feb 11, 2025
10-KFiled Feb 11, 2025, 7:10 AM ET
Earnings calldeckwebcast
Q4 FY24YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––

IR event calendar

Upcoming
  • Dividend Payment | Common stock dividend payable December 10, 2026 to shareholders of record on November 25, 2026 (ex-date November 25, 2026)Dec 10, 2026
  • Fiscal Year EndDec 31, 2026
Past
  • Earnings Announcement | S&P Global’s Third Quarter 2026 Earnings Announcement/Conference Call on October 27thOct 27, 2026, 8:30 AM
    webcastwebcast
  • Investor Presentation | S&P Global Presentation at Barclays 24th Annual Global Financial Services ConferenceSep 14, 2026, 11:15 AM
    webcastpress_releasewebcast
  • Dividend Payment | Common stock dividend payable September 10, 2026 to shareholders of record on August 26, 2026 (ex-date August 26, 2026)Sep 10, 2026
  • Earnings Announcement | S&P Global’s Second Quarter 2026 Earnings Announcement/Conference Call on July 28thJul 28, 2026, 8:30 AM
    webcastpress_releasewebcast
  • Investor Presentation | S&P Global to Present at Mizuho Technology Conference 2026 on June 10, 2026Jun 10, 2026, 10:30 AM
    webcastwebcast
  • Dividend Payment | Common stock dividend payable June 10, 2026 to shareholders of record on May 29, 2026 (ex-date May 29, 2026)Jun 10, 2026

+84 more

IR event calendar last checked 2026-11-14 20:00:35+00; events announced since are not shown.

Filing coverage

64 filings indexed · 80,895 XBRL facts
FilingDatePeriodSectionsTables
10-Q2026-10-28–3683
8-K2026-10-27Q3 2026140
8-K2026-10-23–20
8-K2026-07-28Q2 2026130
10-Q2026-07-28–37113
8-K2026-07-06–30
8-K/A2026-07-06–10
8-K2026-07-02–60
8-K2026-05-26–10
8-K2026-05-21–10

Showing the latest 10 of 64 — the full set is in the API.

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Analysis

S&P Global's Record Margins Rest on Three Tailwinds — All May Reverse