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

S&P Global Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, S&P Global Inc. reported a revenue increase of 7% year-over-year, driven by strong performance in its Indices, Energy, and Market Intelligence segments. Adjusted EPS grew by 9% to $4.50, supported by significant share repurchases totaling $4 billion year-to-date. Management raised guidance for organic constant currency growth to a range of 7.5% to 8.5% and adjusted EPS to $17.70 to $17.95, indicating a positive outlook for the remainder of the fiscal year.

Reported metrics

Guidance from management

Management raised full-year guidance for organic constant currency growth to 7.5% to 8.5% and adjusted EPS to $17.70 to $17.95, reflecting confidence in continued strong performance across divisions.

What management said

Yes, Ashish, I'd just say it's premature at this point. We're working on -- working through the perimeter of potential review and potential separation as we learn more and we'll certainly come back to you and certainly by the February earnings call, we'll look forward to giving you more of an update.

Sure. Toni, we've had a good amount of work that we've been doing over the last month, in particular, in terms of the perimeter, as Martina described. We've also been front-footed in terms of going out and exploring interest. We've gotten quite a bit of interest from a number of different potential firms on the other side. We've got ahead and signed NDAs with a number of them we've engaged with advisers. So we're tac...

What analysts pressed on

Analysts expressed concerns about the timing and implications of the strategic review for Capital IQ and associated businesses. There were questions about how the separation might impact S&P Global's broader AI strategy and integration with existing services.

Main topics on the call

• Revenue Growth Acceleration — S&P Global experienced a 7% revenue growth in Q3 2026, with notable acceleration in Indices, Energy, and Market Intelligence. Management stated, "Revenue growth accelerated in Indices, Energy and Market Intelligence, and...
• Strategic Review Announcement — The company announced a strategic review of its Capital IQ and associated data businesses, which could lead to a potential separation. CEO Martina Cheung noted, "This is really a question of long-term positioning for bot...
• Strong AI Demand — Demand for AI products remains robust, contributing approximately 50 basis points to revenue growth in both Energy and Market Intelligence. Management highlighted that "customers using our AI solutions have increased the...
• Share Repurchase Program — S&P Global repurchased $4 billion in shares year-to-date and is on track to exceed $7 billion by year-end. CFO Eric Aboaf stated, "We delivered 9% growth in EPS driven by more than $6 billion in share repurchases over th...

Read the full S&P Global Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 181 S&P Global Inc. earnings call transcripts on record, spanning February 6, 2020 to October 27, 2026. Based on this history, S&P Global Inc. reports quarterly. The most recent call on file is dated October 27, 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

181

First call

February 6, 2020

Most recent

October 27, 2026

Reporting cadence

quarterly