S&P Global ( (SPGI) ) has released its Q1 earnings. Here is a breakdown of the information S&P Global presented to its investors.
S&P Global is a leading provider of essential intelligence, offering data, analytics, and benchmarks to businesses, governments, and individuals across the global capital, commodity, and automotive markets. The company recently announced its first-quarter 2025 earnings, highlighting a strong financial performance and strategic initiatives aimed at optimizing its portfolio.
In the first quarter of 2025, S&P Global reported a revenue of $3.777 billion, marking an 8% increase from the previous year. The company’s GAAP net income rose by 10% to $1.090 billion, while diluted earnings per share increased by 12% to $3.54. The growth was primarily driven by robust performance in the Ratings and Indices divisions. Additionally, S&P Global announced its intention to separate its Mobility division into a standalone public company, aiming to enhance shareholder value and focus on core strategic areas.
Key financial metrics from the report include a 210 basis point increase in GAAP operating margin and a 100 basis point rise in adjusted operating margin. The company also plans to execute accelerated share repurchases totaling $650 million. S&P Global’s full-year 2025 guidance projects revenue growth between 4% and 6%, with GAAP diluted EPS expected to range from $14.60 to $15.10.
Looking ahead, S&P Global remains committed to its strategic vision, focusing on its core divisions while creating an independent Mobility business poised for growth in the automotive sector. The company anticipates completing the Mobility division’s separation within 12 to 18 months, which is expected to be tax-free for shareholders. S&P Global’s management continues to emphasize disciplined execution and capital stewardship to navigate market volatility and deliver value to its stakeholders.