S&P Global Inc. (SPGI) Earnings Call Transcripts

S&P Global Inc.'s Latest Earnings Call - September 14, 2026

In the third quarter of fiscal year 2026, S&P Global Inc. reported a revenue of $2.4 billion, reflecting a year-over-year increase of 6.5%. Earnings per share (EPS) came in at $3.10, exceeding analyst expectations by $0.15. Management maintained its full-year revenue growth guidance of 5.5% to 7%, signaling confidence in the Market Intelligence segment, which has shown strong momentum. However, they lowered guidance for the Energy division due to ongoing geopolitical tensions, projecting growth of 4.5% to 6%.

Reported metrics

Guidance from management

Management maintained its revenue growth guidance of 5.5% to 7% for the full year but lowered the Energy division's growth guidance to 4.5% to 6% due to geopolitical tensions affecting the market.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of geopolitical issues on the Energy division's performance. There were also questions about the sustainability of growth in the Market Intelligence segment amidst increasing competition in the data space.

Main topics on the call

• Market Intelligence Growth — S&P Global's Market Intelligence segment reported growth exceeding 6%, comfortably within the guidance range. CFO Eric Aboaf stated, "We've had a very strong, I'd say, solid start to the year." This segment's strong perf...
• AI Integration and Monetization — The integration of AI into S&P's offerings is seen as a significant growth driver. Aboaf noted, "AI is an accelerant, right? Monetization will come over time," indicating a focus on developing a sophisticated economic mo...
• Energy Division Guidance Reduction — Management lowered the growth guidance for the Energy division to 4.5% to 6% due to geopolitical uncertainties. Aboaf mentioned, "We see that we won't be lapping some of the current sanctions," which have impacted growth...
• Margin Expansion Potential — S&P Global expects continued margin expansion of 50 to 75 basis points across divisions. Aboaf stated, "You'll see continued margin expansion and reinvestment into our products," highlighting the company's focus on produ...

Read the full S&P Global Inc. transcript (September 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 180 S&P Global Inc. earnings call transcripts on record, spanning February 6, 2020 to September 14, 2026. Based on this history, S&P Global Inc. reports quarterly. The most recent call on file is dated September 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SPGI

Exchange

NYSE

Country

US

Sector

Financials

Industry

Capital Markets

Calls on record

180

First call

February 6, 2020

Most recent

September 14, 2026

Reporting cadence

quarterly