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S&P Global

SPGI · Financials

Last earnings Oct 23, 2026

Important announcements

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL STATEMENTSOct 23, 2026

Key results

Revenuequarter

$3.678 billion

The Company reported third-quarter 2026 revenue of $3.678 billion, an increase of 7% compared to the third quarter of 2025.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

GAAP net incomequarter

20%

Third quarter GAAP net income increased 20% to $1.298 billion and GAAP diluted earnings per share increased 26% to $4.45.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

GAAP EPSquarter

26%

Third quarter GAAP net income increased 20% to $1.298 billion and GAAP diluted earnings per share increased 26% to $4.45.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted net incomequarter

4%

Adjusted net income for the third quarter increased 4% to $1.337 billion and adjusted diluted earnings per share increased 9% to $4.58.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted EPSquarter

9%

Adjusted net income for the third quarter increased 4% to $1.337 billion and adjusted diluted earnings per share increased 9% to $4.58.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The Company reported revenue of $3.678 billion, which increased 7% year over year.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

EPSquarter

26%

Operating margin increased 800 basis points and adjusted operating margin increased 60 basis points, driving 26% growth in diluted EPS and 9% growth in adjusted diluted EPS, respectively, year over year.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Third-quarter revenuequarter

7%

Third Quarter 2026 Revenue (from Continuing Operations) Third-quarter revenue increased 7% year over year, representing an increase of nearly $240 million.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenue from subscription products increased 6%.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Total revenuequarter

$51

(1) Total revenue includes the impact of inter-segment eliminations of $51M and $55M in 3Q '25 and 3Q '26, respectively.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Q3 2026 · reported Oct 27, 2026

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2026
$3.678B
EX-99 · Oct 27, 2026
Total revenue · Q3 2026
$51M
EX-99 · Oct 27, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Revenue$3.678 billion——
GAAP net income20%——
GAAP EPS26%——
Adjusted net income4%——
Adjusted EPS9%——
EPS26%——
Third-quarter revenue7%——
Total revenue$51M——

EX-99 · Oct 27, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.97

In the third quarter, the Company executed $2.6 billion in share repurchases, and has repurchased more than $4 billion in shares year-to-date.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

This earnings release and supplemental materials are available at http investor.spglobal.com Quarterly-Earnings

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

In the third quarter, the Company executed $2.6 billion in share repurchases, and has repurchased more than $4 billion in shares year-to-date.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The Company continues to expect to repurchase more than $7 billion in shares in total in 2026.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

As previously announced, the Board of Directors has authorized a quarterly cash dividend of $0.97 per share.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The Company believes that the presentation of free cash flow and adjusted free cash flow, excluding certain items allows investors to evaluate the cash generated from our underlying operations in a manner similar to the method used by management and that such measures are useful in evaluating the cash available to us to prepay debt, make strategic acquisitions and investments, and repurchase stock.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

For example, management may use forward-looking statements when addressing topics such as the outcome of contingencies future actions by regulators changes in the Company s business strategies and methods of generating revenue the development and performance of the Company s services and products the expected impact of acquisitions and dispositions the Company s effective tax rates and the Company s cost structure, dividend policy, cash flows or liquidity.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

(b) Non-subscription transaction revenue is primarily related to ratings of publicly-issued debt and bank loan ratings.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Strategy & priorities

com Press Release For Immediate Release S P Global Reports Third Quarter Results Announces Strategic Review for Capital IQ and Associated Data Businesses New York, NY, October 27, 2026 S P Global (NYSE SPGI) today reported third quarter results.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The Company has initiated a strategic review of alternatives, including potential separation, for Capital IQ and associated data businesses, which constitute the majority of Kensho Data Platforms within Market Intelligence.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Our focus on new high-growth adjacencies and our innovation are resonating deeply with customers around the world.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The businesses that are part of the strategic review are strong and have significant opportunities ahead of them as technology changes how customers access, analyze, and use information.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

This reflects our long-standing commitment to be good stewards of our portfolio, while prioritizing our investments where we re strongest.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Risks & headwinds

, tariffs and disruptions to shipping in connection with the military conflict in the Middle East), instability in the banking sector and inflation), and factors that contribute to uncertainty and volatility (e.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Forward-looking statements are subject to inherent risks and uncertainties.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

, supply chain risk), geopolitical uncertainty (including military conflict), natural and man-made disasters, civil unrest, public health crises (e.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

federal income tax purposes, of the separation of Mobility Global any disruption to the Company s business related to the separation of Mobility Global and any loss of synergies from separating Mobility Global from the Company that adversely impact our results of operations, or that results in the Company not realizing all of the expected benefits of the separation.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges, and plan for tomorrow today.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

What changed vs prior quarter

EPS — prior quarter passage and this quarter's passage are both cited.

SEC original ↗S&P Global — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Documents

Earnings deck slides

1 deck with slide view

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

S&P Global — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

61 documents

Earnings releases

31 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for S&P Global are held in this edition of the library.

Mentioned by

60 companies

Other tracked companies whose held documents mention S&P Global by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.