earnings
confidence high
sentiment positive
materiality 0.90
S&P Global Q1 2026 Revenue Up 10% to $4.171B, GAAP EPS $4.69 (+32%)
S&P Global Inc.
2026-Q1 EPS
reported $4.69
vs consensus $4.91
▼ miss
(-4.4%)
- Q1 GAAP net income rose 28% to $1.395B and diluted EPS increased 32% to $4.69.
- Adjusted diluted EPS grew 14% to $4.97; adjusted operating margin expanded 100 bps to 51.8%.
- Company repurchased $1B in shares; expects to return 100%+ of adjusted free cash flow in 2026.
- Full-year 2026 guidance: reported revenue growth 6.3%-8.3%, adjusted EPS $19.40-$19.65.
- Mobility division spin-off on track; Investor Day set for May 12, 2026; agreement to divest geoscience software portfolio.