S&P Global Q4 revenue rose 9% to $3.916 billion; 2026 adjusted EPS outlook $19.40-$19.65
S&P Global reported fourth-quarter and full-year 2025 results on February 10, 2026, with revenue up 9% in the quarter and 8% for the year. The company also gave 2026 adjusted diluted EPS guidance of $19.40 to $19.65 and organic constant currency revenue growth of 6.0% to 8.0%, with GAAP guidance to follow the Mobility spin expected in mid-2026.
Key points
- Q4 2025 revenue was $3.916 billion, up 9%; GAAP diluted EPS was $3.75, up 32%, and adjusted diluted EPS was $4.30, up 14%.
- Full-year 2025 revenue was $15.336 billion, up 8%; GAAP diluted EPS was $14.66, up 19%, and adjusted diluted EPS was $17.83, up 14%.
- 2026 adjusted diluted EPS guidance is $19.40 to $19.65, with organic constant currency revenue growth of 6.0% to 8.0%.
- The company returned $6.2 billion to shareholders in 2025, including $1.2 billion in dividends and $5.0 billion in share repurchases; the quarterly dividend is $0.97.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.
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.