S&P Global Inc. (SPGI) Form 8-K — Oct 27, 2026
S&P Global reported strong Q3 2026 results, with revenue of $3.678 billion up 7% year over year, GAAP diluted EPS up 26% to $4.45, and adjusted diluted EPS up 9% to $4.58. Indices revenue grew 20% and adjusted operating margin expanded 60 basis points to 53.5%. The company raised its full-year 2026 outlook, now guiding to revenue growth of 7.4% to 8.4% and adjusted diluted EPS of $17.70 to $17.95, up from prior ranges, driven by higher expected Ratings and Indices revenue. It also disclosed $2.6 billion of Q3 buybacks and reiterated plans to repurchase more than $7 billion of shares in 2026.
Key figures
- Eps
- 4.45
- Revenue
- 3678000000
- Guidance
- 2026 revenue growth of 7.4% to 8.4% (raised from 5.9% to 7.9%); organic constant currency growth 7.5% to 8.5%; GAAP diluted EPS $16.25-$16.50; adjusted diluted EPS $17.70-$17.95 (raised from $17.50-$17.75)
- Net Income
- 1298000000
- Total Debt
- 13062000000
- Revenue Yoy
- 7%
- Total Assets
- 48032000000
- Cash Position
- 2441000000
- Energy revenue
- $645 million (+6%)
- Ratings revenue
- $1,271 million (+2%)
- Quarterly dividend
- $0.97 per share
- Adjusted eps growth
- 9%
- Q3 share repurchases
- $2.6 billion
- Gaap operating margin
- 53.2% (+800 bps)
- Ytd share repurchases
- more than $4 billion
- Adjusted net income q3
- $1.337 billion (+4%)
- Indices revenue growth
- 20%
- Adjusted diluted eps q3
- 4.58
- Full year buyback target
- more than $7 billion
- Adjusted operating margin
- 53.5% (+60 bps)
- Market intelligence revenue
- $1,263 million (+7%)
AI analysis
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