S&P Global Q2 pro forma revenue rises 11%, EPS up 26% after Mobility spin-off
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.
Key points
- 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.
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 July 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.