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S&P Global Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $4.84 |
| EPS actual | $4.97 |
| EPS Surprise | 2.69% |
| Revenue estimate | 4.084B |
| Revenue actual | 4.171B |
| Revenue Surprise | 2.13% |
| Release date | Feb 10, 2026 |
| EPS estimate | $4.33 |
| EPS actual | $4.30 |
| EPS Surprise | -0.693% |
| Revenue estimate | 3.908B |
| Revenue actual | 3.916B |
| Revenue Surprise | 0.194% |
| Release date | Oct 30, 2025 |
| EPS estimate | $4.42 |
| EPS actual | $4.73 |
| EPS Surprise | 7.01% |
| Revenue estimate | 3.83B |
| Revenue actual | 3.888B |
| Revenue Surprise | 1.52% |
| Release date | Jul 31, 2025 |
| EPS estimate | $4.21 |
| EPS actual | $4.43 |
| EPS Surprise | 5.23% |
| Revenue estimate | 3.673B |
| Revenue actual | 3.755B |
| Revenue Surprise | 2.24% |
Last 4 Quarters for S&P Global
Below you can see how SPGI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $551.10 |
| EPS estimate | $4.21 |
| EPS actual | $4.43 |
| EPS surprise | 5.23% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $534.95 |
| Jul 28, 2025 | $530.41 |
| Jul 29, 2025 | $530.79 |
| Jul 30, 2025 | $529.33 |
| Jul 31, 2025 | $551.10 |
| Aug 01, 2025 | $545.66 |
| Aug 04, 2025 | $563.02 |
| Aug 05, 2025 | $563.02 |
| Aug 06, 2025 | $562.56 |
| 4 days before | 3.02% |
| 4 days after | 2.08% |
| On release day | -0.99% |
| Change in period | 5.16% |
| Release date | Oct 30, 2025 |
| Price on release | $491.57 |
| EPS estimate | $4.42 |
| EPS actual | $4.73 |
| EPS surprise | 7.01% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $489.45 |
| Oct 27, 2025 | $496.64 |
| Oct 28, 2025 | $493.68 |
| Oct 29, 2025 | $473.05 |
| Oct 30, 2025 | $491.57 |
| Oct 31, 2025 | $487.21 |
| Nov 03, 2025 | $497.02 |
| Nov 04, 2025 | $499.21 |
| Nov 05, 2025 | $497.10 |
| 4 days before | 0.433% |
| 4 days after | 1.12% |
| On release day | -0.89% |
| Change in period | 1.56% |
| Release date | Feb 10, 2026 |
| Price on release | $401.08 |
| EPS estimate | $4.33 |
| EPS actual | $4.30 |
| EPS surprise | -0.693% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $465.51 |
| Feb 05, 2026 | $451.71 |
| Feb 06, 2026 | $439.28 |
| Feb 09, 2026 | $444.19 |
| Feb 10, 2026 | $401.08 |
| Feb 11, 2026 | $390.76 |
| Feb 12, 2026 | $397.20 |
| Feb 13, 2026 | $409.54 |
| Feb 17, 2026 | $410.45 |
| 4 days before | -13.84% |
| 4 days after | 2.34% |
| On release day | -2.57% |
| Change in period | -11.83% |
| Release date | Apr 28, 2026 |
| Price on release | $433.47 |
| EPS estimate | $4.84 |
| EPS actual | $4.97 |
| EPS surprise | 2.69% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $449.06 |
| Apr 23, 2026 | $439.03 |
| Apr 24, 2026 | $436.79 |
| Apr 27, 2026 | $437.22 |
| Apr 28, 2026 | $433.47 |
| Apr 29, 2026 | $433.19 |
| Apr 30, 2026 | $431.23 |
| May 01, 2026 | $426.06 |
| May 04, 2026 | $424.75 |
| 4 days before | -3.47% |
| 4 days after | -2.01% |
| On release day | -0.0646% |
| Change in period | -5.41% |
S&P Global Earnings Call Transcript Summary of Q1 2026
Key points for investors: S&P Global delivered a strong Q1 2026: reported revenue +10% (organic constant currency +9%), subscription revenue +6%, and adjusted diluted EPS +14%. Division performance was broad-based with Ratings and Indices showing resilience, Market Intelligence (MI) steady with 6% subscription growth, Energy positive on events and transactional activity but exposed to the Iran conflict, and Mobility growing and on track for a mid-2026 spin. AI adoption is a major growth theme: customer engagement with Kensho/AI features accelerated (300+ Kensho-LLM customers or trials; API call volume grew ~5x vs. prior quarter) and AI users are showing materially higher ACV growth and retention. Management reiterated consolidated 2026 guidance (organic revenue growth 6–8%, 50–75 bps margin expansion excluding OSTTRA) but lowered Energy guidance by ~1 percentage point reflecting near-term disruption; they assume the Iran conflict stabilizes by end of Q2 but note downside risk if it persists. Capital deployment: returned $1.0B via repurchases in Q1, plan to increase repurchases (targeting at least 100% of adjusted free cash flow, ~ $4.5B for year), Mobility spin will involve ~$2B of debt issuance with proceeds to fund a cash payment to S&P Global for repurchases/debt reduction. Key risks: geopolitical disruption (Iran), elevated market volatility, and near-term stresses in private credit and energy markets.
