Oct 27, 7:15 AM ET
S&P Global reported third-quarter 2026 revenue of $3.678 billion, representing a 7% increase year over year, alongside GAAP diluted earnings per share of $4.45. The company also initiated a strategic review of alternatives, including potential separation, for Capital IQ and associated data businesses. Additionally, management raised full-year 2026 revenue growth guidance to a range of 7.4% to 8.4%.
- Third-quarter 2026 revenue reached $3.678 billion, up 7% year over year.
- GAAP diluted earnings per share grew 26% year over year to $4.45.
- The company executed $2.6 billion in share repurchases during the third quarter.
- Full-year 2026 revenue growth guidance was updated to 7.4% to 8.4%.
Read the filing on SEC.gov ↗
Oct 23, 6:05 AM ET
S&P Global furnished unaudited pro forma financial statements showing its results as if the July 1, 2026 spin-off of its Mobility segment into Mobility Global Inc. had occurred earlier. For 2025, pro forma diluted EPS from continuing operations is $13.74, compared with $14.66 as reported, and pro forma revenue is $13,589 million, compared with $15,336 million historically. Shareholders should note that these figures are illustrative and not indicative of future results.
- Spin-off completed July 1, 2026; holders of record on June 15, 2026 received one Mobility Global share for each S&P Global share held
- Pro forma 2025 revenue of $13,589 million versus $15,336 million historically; pro forma 2025 diluted EPS of $13.74 versus $14.66
- Pro forma six months ended June 30, 2026 revenue of $7,397 million and diluted EPS of $8.56 versus $8.81 historically
- Filing cites $53 million of additional non-recurring separation costs, classified within discontinued operations
Read the filing on SEC.gov ↗
Jul 28, 7:10 AM ET
S&P Global reported second-quarter 2026 results that rose from a year earlier on a pro forma basis, which excludes Mobility, the division spun off as Mobility Global (NYSE: MBGL) on July 1, 2026. The company also issued 2026 guidance that is not directly comparable with its prior outlook, because the earlier guidance assumed a full year of Mobility and the new GAAP guidance excludes it.
- Pro forma revenue was $3.678 billion, up 11%, and pro forma diluted EPS was $4.08, up 26%; GAAP diluted EPS was $4.12, up 18%.
- The company repurchased $500 million of shares in the second quarter, $1.5 billion year to date, and expects to repurchase more than $7 billion in 2026.
- 2026 GAAP diluted EPS guidance is $16.35 to $16.60; adjusted diluted EPS guidance is $17.50 to $17.75, with revenue growth of 5.9% to 7.9%, both excluding Mobility.
Read the filing on SEC.gov ↗
Jul 6, 4:10 PM ET
S&P Global said Chief Legal Officer Steven Kemps will retire effective December 31, 2026, and the company has started a search for a successor. The same July 6, 2026 announcement reorganized Market Intelligence into two verticals and recast 2025 and first-quarter 2026 segment results to reflect the new divisions.
- Steven Kemps, Executive Vice President and Chief Legal Officer, notified the company on July 1, 2026 of his retirement, effective December 31, 2026.
- If a successor is appointed before that date, Kemps will become a Special Advisor to CEO Martina Cheung through the retirement date.
- Market Intelligence will be organized into Kensho Data & Platforms, led by Sally Moore, and Enterprise Solutions, led by Darren Thomas.
- The company recast previously reported quarterly segment information for 2025 and the first quarter of 2026 to reflect the revised divisions.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
