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SPGI · Q2 2026

S&P Global Inc.

Reported 2026-07-28
BEAT
51EarnIQ signal
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Confidence rising

Mild quarter-over-quarter shift

Strong revenue growth and successful Mobility spin-off position S&P Global for accelerated long-term shareholder value creation.

  • ✓Guidance was none, with high specificity.
  • ✓Management tone registered as confident (85/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected-0.5%$4.83 vs $4.85
Revenue: reported vs expected-6.4%$3.7B vs $3.9B
Guidance specificityHighChange not comparable
Market expectations supplied by Finnhub · Reported vs consensus estimate

We delivered another strong quarter, with record results in two of our benchmark businesses - Ratings and Indices - and we successfully launched Mobility Global on July 1.

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