earnings
confidence high
sentiment positive
materiality 0.80
S&P Global Q2 beats estimates; appoints Bill Eager as Mobility CEO designate
S&P Global Inc.
2025-Q2 EPS
reported $7.04
vs consensus $4.31
▲ beat
(+63.5%)
- Q2 revenue $3.755B (+6% YoY); GAAP diluted EPS $3.50 (+9%); adjusted diluted EPS $4.43 (+10%).
- FY2025 guidance: revenue growth 5-7%; GAAP EPS $14.35-$14.60 (lowered); adjusted EPS $17.00-$17.25 (low end raised by $0.25).
- Expects additional ASR up to $1.3B; quarterly dividend unchanged at $0.96.
- Appoints Bill Eager (CEO of CARFAX) as President of S&P Global Mobility, effective Aug 15, 2025, and CEO designate for planned spin-off.
- Mobility separation and OSTTRA divestiture remain on track for 2025.
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