S&P Global — Third Quarter 2026 Earnings Summary

S&P Global reported third-quarter 2026 revenue of $3.678 billion, representing a 7% year-over-year increase, while GAAP net income rose 20% to $1.298 billion. The company announced a strategic review of alternatives, including potential separation, for its Capital IQ and associated data businesses within the Market Intelligence segment. Operating profit margins expanded significantly, with the reported margin increasing by 800 basis points to 53.2% and the adjusted margin rising 60 basis points to 53.5%. Management updated its full-year 2026 guidance to reflect revenue growth of 7.4% to 8.4% and adjusted diluted earnings per share of $17.70 to $17.95.