Quarterly ResultApr 28, 2026, 07:17 AM
SPGI Q1 Revenue +10% to $4.17B; GAAP EPS +32% to $4.69
AI Summary
S&P Global reported strong first-quarter 2026 results with revenue up 10% to $4.171 billion and GAAP diluted EPS increasing 32% to $4.69. The company also saw significant margin expansion and repurchased $1 billion in shares. S&P Global remains on track with the planned separation of its Mobility division and announced an agreement to divest a software portfolio within its Energy division.
Key Highlights
- Mobility division separation on track; Investor Day scheduled for May 12, 2026.
- Agreement to divest Energy's geoscience software portfolio expected to close H2 2026/early 2027.
- Q1 2026 revenue increased 10% year-over-year to $4.171 billion.
- GAAP diluted EPS rose 32% to $4.69; adjusted diluted EPS increased 14% to $4.97.
- GAAP operating margin expanded 620 basis points; adjusted operating margin increased 100 basis points.
- Company repurchased $1 billion in shares during Q1 2026.
- Ratings revenue grew 13% to $1.302 billion; Indices revenue increased 17% to $519 million.
- 2026 adjusted diluted EPS guidance maintained at $19.40 to $19.65.