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S&P Global (SPGI)
NYSE:SPGI
Earnings Data
Report Date
Feb 05, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
4.27Last Year’s EPS
3.77Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call revealed strong financial performance with record revenue, profit, and EPS, driven by growth in Ratings, Indices, and Market Intelligence. Significant shareholder returns and strategic investments in AI and partnerships were highlighted. However, challenges in Commodity Insights and the Mobility division due to sanctions and regulatory uncertainty were noted. Overall, the positive highlights significantly outweigh the lowlights.Company Guidance
Record-Breaking Financial Performance
S&P Global delivered record revenue, operating profit, and EPS in Q3 2025. Revenue increased 9% year-over-year, with subscription revenue rising 6%. Adjusted EPS increased by 22%.
Significant Shareholder Returns
Nearly $1.5 billion was returned to shareholders through dividends and buybacks since the last earnings call. An additional $2.5 billion share repurchase is planned for Q4 2025.
Ratings and Indices Growth
Double-digit revenue growth was reported in Ratings and Indices businesses, showcasing the value of S&P Global's franchises.
Strong Performance in Market Intelligence
Market Intelligence saw 8% organic constant currency revenue growth, the strongest in six quarters.
AI and Product Innovation
S&P Global announced advancements in AI, including AI-powered document search and new partnerships with Cambridge Associates and Mercer.
Successful Portfolio Optimization
The multiyear exercise of portfolio optimization within Market Intelligence is substantially complete, including the planned divestiture of Enterprise Data Management and thinkFolio.
Record Margins Achieved
The company delivered a 330 basis points year-on-year margin expansion to 52.1%.
Private Markets Revenue Acceleration
Private Markets revenue growth doubled from last quarter, accelerating to 22% year-over-year.
SPGI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SPGI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $473.05 | $491.57 | +3.92% |
Jul 31, 2025 | $528.41 | $550.14 | +4.11% |
Apr 29, 2025 | $477.65 | $489.99 | +2.58% |
Feb 11, 2025 | $512.52 | $537.60 | +4.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does S&P Global (SPGI) report earnings?
S&P Global (SPGI) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
What is S&P Global (SPGI) earnings time?
S&P Global (SPGI) earnings time is at Feb 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPGI EPS forecast?
SPGI EPS forecast for the fiscal quarter 2025 (Q4) is 4.27.