earnings
confidence high
sentiment positive
materiality 0.85
S&P Global Q4 revenue $3.92B (+9% YoY), adj. EPS $4.30; FY adj. EPS $17.83; guides FY2026 adj. EPS $19.40-$19.65
S&P Global Inc.
2025-FY EPS
reported $14.66
vs consensus $4.42
▲ beat
(+232.0%)
- Q4 2025 revenue $3.916B (+9% YoY); GAAP diluted EPS $3.75 (+32%), adjusted diluted EPS $4.30 (+14%).
- FY 2025 revenue $15.336B (+8% YoY); GAAP diluted EPS $14.66 (+19%), adjusted diluted EPS $17.83 (+14%).
- Ratings revenue +12% (billed issuance +28%); Indices revenue +14% driven by asset-linked fee growth.
- Returned $6.2B to shareholders in 2025 ($5.0B buybacks, $1.2B dividends); quarterly dividend raised to $0.97 (53rd consecutive year of increase).
- FY 2026 adjusted guidance: organic constant currency revenue growth 6.0%-8.0%, adjusted diluted EPS $19.40-$19.65.