earnings
confidence high
sentiment positive
materiality 0.85
S&P Global Q2 pro forma revenue up 11% to $3.68B; adjusted EPS $4.83, up 23%; raises buyback to >$7B
S&P Global Inc.
- Q2 pro forma revenue $3.678B (+11% YoY); adjusted diluted EPS $4.83 (+23%).
- Completed Mobility spin-off on July 1, creating Mobility Global (NYSE: MBGL).
- Repurchased $500M in Q2, $1.5B YTD; now expects >$7B total buybacks in 2026.
- FY 2026 guidance: GAAP diluted EPS $16.35-$16.60; adjusted diluted EPS $17.50-$17.75.
- Quarterly dividend authorized at $0.97 per share.