S&P Global Beats Q3 Earnings on Indices & Market Intelligence
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S&P Global Inc. SPGI reported impressive third-quarter 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate. SPGI's earnings of $4.58 per share topped the Zacks Consensus Estimate by 3.4% and increased 9% year over year. Revenues of $3.68 billion rose 7% and surpassed the consensus mark by 1.1%. S&P Global Inc. Price, Consensus and EPS Surprise S&P Global Inc. price-consensus-eps-surprise-chart | S&P Global Inc. Quote The performance was driven by strong growth in Indices and Market Intelligence. Higher asset-linked fees and demand for data solutions supported revenues. Ratings billed issuance increased 8%, reflecting strength in investment-grade debt markets. The company completed the spin-off of its Mobility division, creating an independent public company, Mobility Global, on July 1, 2026. SPGI considered all comparable previous years' values after excluding the Mobility division's contribution. SPGI's Ratings Growth Faces Margin Pressure Ratings revenues increased 2% year over year to $1.27 billion. Transaction revenues rose 1% to $677 million, supported by investment-grade issuance related to mergers, acquisitions and hyperscaler investments. Weaknesses in high-yield, bank loans and structured finance partly offset these gains. Non-transaction revenues grew 4% to $594 million, benefiting from annual and program fees and Crisil. Adjusted...
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