other material
confidence high
sentiment positive
materiality 0.65
S&P Global sets medium-term targets: 7-9% revenue growth, 50-75 bps margin expansion, 30M share buyback
S&P Global Inc.
- Organic constant-currency revenue growth target 7-9% annually, double-digit EPS growth.
- Division targets: Market Intelligence 6-8%, Ratings 6-9%, Energy 6-8%, Indices 10-12%.
- Board authorized new share repurchase program of up to 30M shares; capital return target ~85% of adjusted FCF.
- Commodity Insights renamed to S&P Global Energy, reflecting focus on energy ecosystem.
- No 2026 guidance until Q4 earnings; targets exclude Mobility which is being separated.