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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are pleased that our strong execution is being recognized with S&P upgrading our credit rating earlier this month.”
S&P Global Ratings upgraded Seagate's credit rating, a read-through on improving issuer credit quality in the HDD space.
“It gets used by the rating agencies, S&P and Moody's, when they rate the bonds, the mortgage-backed securities that go out to the marketplace.”
S&P uses FICO scores when rating mortgage-backed securities, a downstream usage FICO has historically not monetized.
“culminating and reaching investment grade with Fitch and being one notch away with a positive outlook from S&P.”
Carnival is one notch from investment grade with a positive outlook from S&P (S&P Global Ratings), a rating-agency action read-through.
“Another positive last week, S&P upgraded KMI to BBB+.”
S&P Global Ratings upgraded Kinder Morgan to BBB+, reflecting the strengthened balance sheet.
“we've received 5 upgrades to our credit ratings across Moody's, S&P and Fitch over the last 13 months.”
United reports five credit-rating upgrades across Moody's, S&P and Fitch over 13 months, reflecting S&P Global Ratings action on United.
“You've probably seen by now the recent report from S&P Global, which was released earlier this month.”
Freeport cites a new S&P Global study on copper demand in the AI era projecting a doubling of demand through 2040, positioning S&P Global as a market-research authority in copper.
“Also, both S&P and Fitch upgraded our investment grade credit ratings and maintain positive outlooks on these upgraded ratings.”
S&P Global Ratings upgraded GE Vernova's investment-grade credit rating with a positive outlook, a rating-agency action ahead of GEV's Prolec debt issuance.
“the weighting of some of these MAG seven names is greater in your indices relative to a competitor like the S&P 500”
An analyst compares Nasdaq's indices to the S&P 500 (an S&P Global index) on MAG-7 weighting, framing it as a competing benchmark.
“both Moody's and S&P upgraded Nasdaq senior unsecured debt ratings in 2025 to Baa1 and BBB+ respectively.”
S&P Global Ratings upgraded Nasdaq's senior unsecured debt to BBB+, a rating-agency action tied to Nasdaq's deleveraging.
“most recently by S&P for our parent company, CMS Energy in December”
S&P (S&P Global Ratings) affirmed CMS Energy's investment-grade credit ratings at the parent level in December. Read-through is a routine ratings affirmation by S&P Global.
“were recognized by S&P in November 2025 with a positive outlook”
S&P placed a positive outlook on Equity Residential in November 2025, reflecting balance-sheet strength.
“We have A3, A- credit ratings from both Moody's and S&P.”
S&P maintains an A- credit rating on Regency, underpinning its investment-grade balance sheet.
“is the integration of Doc Intelligence with Salesforce.”
S&P integrated its Document Intelligence AI with Salesforce, a workflow distribution tie-in.
“One of the areas where we quickly saw the impact of our enterprise progress is in the integration of With Intelligence.”
S&P acquired and rapidly integrated With Intelligence, expanding its private-markets data set.
“our partnership with Cambridge Associates at Mercer.”
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Craig Huber | Huber Research Partners | 6 (0%) |
| George Tong | Goldman Sachs | 6 (0%) |
| Manav Patnaik | Barclays | 6 (0%) |
| Jason Haas | Wells Fargo | 6 (0%) |
| Jeff Meuler | Robert W. Baird | 6 (17%) |
| Scott Wurtzel | Wolfe Research | 6 (0%) |
| Faiza Alwy | Deutsche Bank | 6 (0%) |
| Ashish Sabadra | RBC Capital Markets | 6 (0%) |
| Toni Kaplan | Morgan Stanley | 6 (17%) |
| Jeff Silber | BMO Capital Markets | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 6 (17%) |
| JPMorgan | 2 | 6 (17%) |
| Barclays | 1 | 6 (0%) |
| Huber Research Partners | 1 |
S&P Global capped a record year with 9% Q4 revenue growth and 14% adjusted EPS growth, introducing FY2026 guidance of $19.40-$19.65 adjusted EPS with 6-8% organic constant-currency revenue growth and 50-75 basis points of margin expansion. Ratings delivered 12% full-year revenue growth with balanced transaction and non-transaction streams, Indices posted 14% growth with double-digit gains across all lines, and With Intelligence integration was accelerated. The company returned more than $5 billion through stock repurchases, while MI organic growth slowed to 5% and energy transition revenue declined 3%.
Revenue Growth | Cloud & AI | Competitive Dynamics | Demand | Credit | Margin | M&A | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 5 | 6 | 5 | 2 | 2 | 3 |
| 2025Q1 | 7 | 1 | 3 | 7 | 3 | 3 | 2 | |
| 2025Q2 | 5 | 2 | 6 | 5 | 3 | 3 | 1 | |
| 2025Q3 | 9 | 7 | 4 | 2 | 2 | 3 | ||
| 2025Q4 | 6 | 8 | 4 | 2 | 3 | 4 | 2 | 1 |
| 2026Q1 | 8 | 7 | 3 | 4 | 1 | 2 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 7 | 5 | 9 | 6 | 8 |
| Cloud & AI | 3 | 1 | 2 | 7 | 8 | 7 |
| Competitive Dynamics | 5 | 3 | 6 | 4 | 4 | 3 |
| Demand | 6 | 7 | 5 | 2 | 4 | |
| Credit | 5 | 3 | 3 | 2 | 3 | 1 |
| Margin | 2 | 3 | 3 | 2 | 4 | 2 |
| M&A | 2 | 2 | 3 | 2 | 2 | |
| Innovation & R&D | 3 | 1 | 1 | 4 |
S&P partnered with Cambridge Associates (Mercer) to build private-markets benchmarks.
“the S&P 500 on chain in collaboration with Centrifuge in 2025”
S&P launched the S&P 500 on chain with DeFi tokenization partner Centrifuge.
“In energy expansion, we launched AI capabilities, making much of our research and insights available through Microsoft Copilot.”
S&P energy research is distributed through Microsoft Copilot, a positive content read-through for Copilot.
“And of course, yesterday, we also announced our MCP connector for OpenAI.”
S&P launched an MCP connector for OpenAI, extending its data distribution to OpenAI's platform.
“we announced a partnership with Google that gives us access to Gemini Enterprise.”
S&P partnered with Google for Gemini Enterprise access, a read-through to Google's enterprise AI distribution.
“S&P Global is now one of the leading providers of financial data to our customers through Claude for financial services. And we have a very good relationship with Anthropic.”
S&P is a leading financial-data provider within Anthropic's Claude for financial services, a positive distribution read-through for Anthropic.
“compare With Intelligence to BlackRock's Preqin, who I see as the closest peer in terms of relative data coverage across asset classes”
An analyst frames BlackRock's Preqin as the closest competitor to S&P Global's newly acquired With Intelligence in private-markets data coverage.
“announced a collaboration with Centrifuge to bring the S&P 500 Index on chain”
S&P Global is licensing the S&P 500 Index to Centrifuge, a decentralized real-world-asset infrastructure provider, to enter the fund tokenization space.
“we announced an exciting partnership with both Cambridge Associates and Mercer”
Cambridge Associates is partnering with S&P Global on private-markets benchmarking analytics, contributing data to tune a global classification standard.
“we announced an exciting partnership with both Cambridge Associates and Mercer”
S&P Global partnered with Mercer (a Marsh & McLennan business) and Cambridge Associates to build private-markets performance analytics and a common benchmarking classification system.
| 6 (0%) |
| Deutsche Bank | 1 | 6 (0%) |
| BMO Capital Markets | 1 | 6 (17%) |
| Goldman Sachs | 1 | 6 (0%) |
| RBC Capital Markets | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SPGI S&P Global | 8 | +10.4% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| FDS FactSet | 5 | +6.4% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MCO Moody's Corporation | 7 | +8.1% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% |