Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for S&P Global (SPGI) is 8/10.
S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines. Enterprise guidance was reiterated unchanged at 6-8% organic constant currency revenue growth with 50-75 basis points of margin expansion and adjusted EPS unchanged, while AI distribution drove customer value and monetization. Private markets grew strongly with near-term caution, the Mobility spin-off progressed toward mid-2026, and the company accelerated capital return by raising repurchases from 85% to at least 100% of adjusted free cash flow, while the Iran conflict pressured the energy division outlook.
Scored from S&P Global’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.59B | +14.0% | $2.85 | +55.7% | 36.4% | 24.5% |
| FY2025 Q1 | $3.78B | +8.2% | $3.54 | +12.0% | 41.8% | 28.9% |
| FY2025 Q2 | $3.75B | +5.8% | $3.50 | +8.4% | 41.3% | 28.5% |
| FY2025 Q3 | $3.89B | +8.8% | $3.86 | +23.7% | 43.1% | 30.2% |
| FY2025 Q4 | $3.92B | +9.0% | $3.75 | +31.6% | 42.7% | 29.0% |
| FY2026 Q1 | $4.17B | +10.4% | $4.69 | +32.5% | 48.0% | 33.4% |
| FY2026 Q2 | $4.15B | +10.4% | $4.12 | +17.7% | 43.7% | 29.4% |