S&P Global Q1 revenue rises 10% to $4.171 billion; GAAP EPS up 32%
S&P Global reported first-quarter 2026 revenue of $4.171 billion, up 10%, and GAAP diluted EPS of $4.69, up 32%. It lowered reported revenue growth guidance for 2026 by about 30 basis points, to 6.3% to 8.3%, and raised expected net interest expense by about $10 million, while keeping adjusted diluted EPS guidance at $19.40 to $19.65.
Key points
- Q1 2026 revenue was $4.171 billion, up from $3.777 billion in Q1 2025.
- GAAP net income attributable to S&P Global was $1.395 billion, up 28%; GAAP diluted EPS was $4.69 versus $3.54.
- 2026 reported revenue growth guidance is now 6.3% to 8.3%; organic constant currency growth guidance is unchanged at 6.0% to 8.0%.
- The company repurchased $1 billion of shares in Q1 and expects to return 100% or more of adjusted free cash flow through dividends and buybacks in 2026.
The filing
Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing 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 April 28, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.