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S&P Global — Third Quarter 2026 Earnings Summary

  • **Financial Performance:** Q3 2026 revenue rose 7% YoY to $3.678 billion; GAAP net income increased 20% to $1.298 billion and GAAP diluted EPS rose 26% to $4.45, while adjusted diluted EPS grew 9% to $4.58.
  • **Guidance Revisions:** Full-year 2026 revenue growth guidance was raised to 7.4%–8.4% and adjusted diluted EPS guidance increased to $17.70–$17.95, though GAAP diluted EPS guidance was lowered to $16.25–$16.50 due to disposition gain adjustments.
  • **Strategic Actions:** The company initiated a strategic review for Capital IQ and associated data businesses while spinning off the Mobility division as discontinued operations; total share repurchases for 2026 are expected to exceed $7 billion.
  • **Segment Drivers:** Growth was led by Indices (20% revenue growth) and Market Intelligence (7% revenue growth), with Energy operating profit surging 88% driven by a $200 million disposition gain.
Company
S&P GLOBAL INC
Sector
Financial Services
Industry
Financial Data & Stock Exchanges