S&P Global Inc. · SPGI · Next earnings

S&P Global Inc. reports Thursday, Oct 29, 2026

SPGI reports before market open with consensus EPS at $4.43 and revenue at $3.63B. Last quarter: SPGI Beats on Revenue and EPS as AI Adoption Accelerates

Reports Before market open39 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $4.43 Calendar consensus
Consensus revenue $3.63B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where SPGI left off: FY2026 Q1

Full report

SPGI Beats on Revenue and EPS as AI Adoption Accelerates

EPS surprise +2.6% Reported $4.70 vs $4.58
Revenue surprise +2.1% Reported $4.17B vs $4.08B
Stock move -0.9% Event window
Subsequent drift -4.1% Up to 20 sessions

Overall guidance was maintained. The sole change was a modest reduction in the Energy segment revenue growth outlook to 4.5-6% constant currency. Full-year FY2026 guidance for 6-8% organic constant-currency revenue growth, 50-75 bps of margin expansion, and EPS of $19.40-$19.65 remains unchanged from the prior quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions, particularly the Iran conflict, affecting energy markets and supply chains.
  • Continued volatility in equity and credit markets could pressure issuance volumes and fees.
  • Potential protracted macro slowdown and higher energy commodity prices.
  • Bank loan volume weakness (high-teen decline) and elevated spreads in private credit.
  • Regulatory uncertainty around European ownership thresholds and sanctions on Energy customers.

Questions analysts left open

  • Details of the AI partnership strategy with large model providers and monetization approach.
  • Attribution of value between proprietary data versus software components in workflow tools.
  • Sustainability of subscription growth in Market Intelligence and impact of AI on margins.
  • Timing and financial impact of the Mobility spin-off and related debt issuance.
  • Exposure of Ratings revenue to ongoing geopolitical risks and bank loan repricing.

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Recent SPGI quarters

All SPGI earnings
-0.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.