SPGI · Other

S&P Global Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Products and TechnologyImportance 23 · Surprise 24
  S&P Global Market Intelligence is using personalized news, data, and analytics in Capital IQ Pro to serve professional users, including investment managers and bankers. The offering is designed around individual reader…
• Macroeconomic Factors ImpactImportance 22 · Surprise 32
  S&P Global’s US Flash PMI Composite Output Index rose from 56.0 in August to 58.4–58.7 in September 2026, indicating the fastest US business expansion in more than five years. Growth was supported by stronger new…
• Interest Rate EnvironmentImportance 22 · Surprise 32
  US Treasury yields rose on September 23, 2026, with the 10-year Treasury yield reaching its highest level since 2007. The higher-yield environment contributed to weaker broader US equity markets and coincided with a…

News · 2026-09-21

• Operating Profit and Margin DriversImportance 23 · Surprise 24
  S&P Global CFO Eric Aboaf said the company is seeing continued growth across Market Intelligence, Ratings, Indices and Energy. Aboaf attributed the growth to commercial integration, artificial intelligence adoption and…
• AI Adoption RecognitionImportance 23 · Surprise 24
  S&P Global reported continued growth across its Market Intelligence, Ratings, Indices and Energy businesses. Chief Financial Officer Eric Aboaf attributed the expansion partly to commercial integration and artificial…

News · 2026-09-20

• S&P BMI Index ChangesImportance 17 · Surprise 24
  S&P Capital IQ announced that Stem, Inc., an AI-driven software and services provider for clean energy assets, was removed from the S&P Global BMI Index on September 20, 2026. The index change affects Stem’s inclusion…

News · 2026-09-19

• Acquisitions and DivestituresImportance 41 · Surprise 60
  S&P Global announced the acquisition of OpenZeppelin, a smart-contract security company whose open-source code library supports more than $37 trillion in transferred value. OpenZeppelin will continue operating as a…

News · 2026-09-18

• Acquisitions and DivestituresImportance 38 · Surprise 60
  S&P Global announced on September 18, 2026, that it would acquire OpenZeppelin, a smart-contract security firm with more than 900 security audits. OpenZeppelin will operate as a separate business unit, with CEO Demian…

News · 2026-09-17

• Acquisitions and DivestituresImportance 38 · Surprise 60
  S&P Global agreed to acquire OpenZeppelin, a provider of onchain security and smart-contract auditing services. The transaction value and expected closing date were not disclosed. OpenZeppelin will retain its name and…
• Macroeconomic Factors ImpactImportance 14 · Surprise 24
  S&P Global’s September 17 energy study said most future global energy-demand growth is expected to come from emerging markets and developing economies. The study concluded that limiting global temperature rise to 2…

News · 2026-09-16

• AI Product DevelopmentImportance 23 · Surprise 24
  Zacks reported that AI adoption is supporting S&P Global’s growth. The report also cited productivity gains as a contributor to performance. No specific AI product, customer group, or geography was identified in the…
• Operating Profit and Margin DriversImportance 17 · Surprise 24
  S&P Global’s recurring-revenue base is supporting growth, according to the September 16 analyst report. AI adoption and productivity gains are identified as additional growth drivers. Rising investment costs and a…

News · 2026-09-14

• SSImple Strategic InvestmentImportance 34 · Surprise 42
  S&P Global, through S&P Global Ventures, led Kaiko’s Series B extension, which raised $110 million. The investment builds on existing collaboration between the companies in digital-asset data, indices, and on-chain…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  S&P Global is expanding its collaboration with Kaiko, a digital-asset market-data provider, across data, indices, and on-chain infrastructure. The companies plan to develop tokenized benchmarks and co-branded…

News · 2026-09-12

• Ratings performanceImportance 42 · Surprise 64
  S&P Global Ratings revised MaxLinear Inc.’s outlook to positive from negative while affirming its ‘B’ rating. The action reflected increased demand for optical infrastructure and AI data-center products. MaxLinear’s…

News · 2026-09-11

• Ratings PerformanceImportance 25 · Surprise 42
  S&P Global Ratings downgraded Hormel Foods Corp.’s outlook from stable to negative because leverage has remained at or above 1.8x. The agency expects leverage to remain near that level through fiscal 2026, with only…

News · 2026-09-09

• Mobility Segment SeparationImportance 40 · Surprise 42
  The third-party report says S&P Global’s Mobility spin-off has left approximately 80% of profits concentrated in proprietary, AI-resistant “Benchmark” products. It characterizes the post-separation company as targeting…
• Products and TechnologyImportance 20 · Surprise 24
  S&P Global Market Intelligence and PEG reported that engineering and construction costs accelerated in August through the Engineering and Construction Cost Indicator. Ready-mix concrete, copper-based wire, and various…
• Ratings performanceImportance 17 · Surprise 24
  S&P Global Ratings upgraded Smithfield Foods' issuer credit rating to BBB from BBB-. The action followed an upgrade of parent company WH Group to BBB+ and reflected expectations for less volatile commodity hog…
• S&P BMI Index ChangesImportance 3 · Surprise 6
  AtaiBeckley Inc. was removed from the S&P Global BMI Index effective following the September 8, 2026 announcement. The index change came after multiple analyst downgrades from Oppenheimer, Deutsche Bank, TD Cowen,…

News · 2026-09-08

• Guidance / OutlookImportance 51 · Surprise 60
  S&P Global’s Q2 revenue exceeded analyst expectations, according to third-party coverage published September 8, 2026. The company’s EPS guidance fell short of expectations, creating a divergence between reported…
• Ratings PerformanceImportance 37 · Surprise 42
  S&P Global Ratings warned that China’s 37 trillion yuan credit-bond market is accumulating risk from an unusually high concentration of top-tier ratings. Christopher Lee, S&P Global’s Asia-Pacific ratings chief, said…

News · 2026-09-05

• Guidance / OutlookImportance 51 · Surprise 60
  S&P Global’s Q2 revenue exceeded analyst expectations, according to third-party coverage published September 8, 2026. The company’s EPS guidance fell short of expectations, creating a divergence between reported…

News · 2026-09-04

• Guidance / OutlookImportance 51 · Surprise 60
  S&P Global’s Q2 revenue exceeded analyst expectations, according to third-party coverage published September 8, 2026. The company’s EPS guidance fell short of expectations, creating a divergence between reported…
• Ratings PerformanceImportance 37 · Surprise 42
  S&P Global Ratings warned that China’s 37 trillion yuan credit-bond market is accumulating risk from an unusually high concentration of top-tier ratings. Christopher Lee, S&P Global’s Asia-Pacific ratings chief, said…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  China-Base Resource Singapore Pte. Ltd. plans to participate in Platts’ Market on Close assessment process for Asia Fuel Oil paper. Platts reviewed the company before agreeing to integrate its bids, offers, and…

News · 2026-09-03

• Guidance / OutlookImportance 51 · Surprise 60
  S&P Global’s Q2 revenue exceeded analyst expectations, according to third-party coverage published September 8, 2026. The company’s EPS guidance fell short of expectations, creating a divergence between reported…
• Ratings PerformanceImportance 37 · Surprise 42
  S&P Global Ratings warned that China’s 37 trillion yuan credit-bond market is accumulating risk from an unusually high concentration of top-tier ratings. Christopher Lee, S&P Global’s Asia-Pacific ratings chief, said…
• China Credit Ratings RiskImportance 37 · Surprise 42
  S&P Global Ratings warned that China’s domestic bond market has accumulated risks from overly generous credit ratings, particularly as Beijing seeks to attract foreign issuers. The concerns apply to China’s 37 trillion…

News · 2026-09-01

• Strategic Business SeparationImportance 52 · Surprise 42
  S&P Global is reportedly considering a multi-billion-dollar spinout of its Capital IQ Pro business, according to Bloomberg. Capital IQ Pro provides financial data and analytics to customers. The potential transaction…
• Capital IQ Pro SpinoutImportance 52 · Surprise 42
  S&P Global is reportedly considering a multi-billion-dollar spinout of its Capital IQ Pro financial data and analytics business, according to Bloomberg. The potential transaction could generate a substantial valuation…
• Private Markets ExpansionImportance 41 · Surprise 60
  S&P Global completed its acquisition of datacenterHawk, a provider of proprietary intelligence for global data center, fiber optic, and related infrastructure markets. The acquisition expands S&P Global Energy’s data…
• AI Data Center ExpansionImportance 41 · Surprise 60
  S&P Global completed its acquisition of datacenterHawk on September 1, 2026. The transaction expands S&P Global Energy's proprietary intelligence covering global data centers, fiber optic networks, power, and related…
• Acquisitions and DivestituresImportance 31 · Surprise 42
  S&P Global completed the divestiture of its geoscience and petroleum engineering software portfolio to SLB, formerly Schlumberger, on September 1, 2026. S&P Global Energy will continue distributing its proprietary data…

News · 2026-08-27

• AI Infrastructure Investment OutlookImportance 17 · Surprise 24
  S&P Global Ratings projects combined hyperscaler capital expenditure on artificial-intelligence infrastructure will exceed $1.3 trillion by 2027. The report examines how hyperscalers are funding rapid AI infrastructure…

News · 2026-08-25

• S&P BMI Index ChangesImportance 17 · Surprise 24
  S&P Global removed RE/MAX Holdings from the S&P Global BMI Index effective August 24, 2026. RE/MAX Holdings operates real estate and mortgage franchising businesses under the RE/MAX and Motto Mortgage brands. The index…
• Capital Return ProgramImportance 9 · Surprise 6
  S&P Global is scheduled to go ex-dividend on August 26, 2026. The company plans to pay shareholders a cash dividend of $0.97 per share. Investors must own shares before the ex-dividend date to qualify for the…

News · 2026-08-24

• S&P BMI Index ChangesImportance 35 · Surprise 46
  South Korean diagnostics and testing company LabGenomics was removed from the S&P Global BMI Index. The change illustrates ongoing constituent turnover in S&P Global’s broad global equity benchmark. LabGenomics’…
• Ratings PerformanceImportance 17 · Surprise 24
  S&P Global Ratings upgraded Mexican industrial property company Vesta’s long-term issuer credit rating to BBB from BBB-. The rating action cited Vesta’s sound financial management, consistent operating performance, and…

News · 2026-08-21

• Products and TechnologyImportance 31 · Surprise 42
  S&P Global expanded its collaboration with Microsoft to integrate S&P Global’s AI-ready data and analytics into Microsoft 365 Copilot tools. The integration broadens distribution of S&P Global content through…
• AI Product DevelopmentImportance 31 · Surprise 42
  S&P Global expanded its collaboration with Microsoft by integrating its AI-ready data and analytics into Microsoft 365 Copilot tools. The integration broadens access to S&P Global’s financial and market intelligence…
• AI Data Licensing DealImportance 31 · Surprise 42
  S&P Global announced an expanded collaboration with Microsoft. The arrangement integrates S&P Global’s AI-ready data and analytics into Microsoft 365 Copilot tools. The reported initiative is intended to broaden access…
• Ratings performanceImportance 17 · Surprise 24
  S&P Global Ratings upgraded Somnigroup International’s issuer rating to BB+ from BB. The upgrade reflected lower leverage following Somnigroup’s integration of Mattress Firm. S&P Global Ratings expects Somnigroup to…

News · 2026-08-20

• Guidance / OutlookImportance 44 · Surprise 60
  Third-party reporting says S&P Global’s 2026 growth guidance was lower than expected, contributing to concerns about the company’s near-term expansion. The concerns center on potential AI disintermediation of S&P…

News · 2026-08-19

• Guidance / OutlookImportance 44 · Surprise 60
  Third-party reporting says S&P Global’s 2026 growth guidance was lower than expected, contributing to concerns about the company’s near-term expansion. The concerns center on potential AI disintermediation of S&P…

News · 2026-08-16

• Revenue Performance and MixImportance 44 · Surprise 22
  S&P Global reported quarterly revenue of $4.15 billion, representing a 10.4% year-over-year increase. Adjusted earnings per share were $4.83, exceeding analyst expectations. The company maintained its fiscal 2026 EPS…
• AI Data Product ExpansionImportance 31 · Surprise 42
  S&P Global expanded its collaboration with Microsoft to integrate AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. The integration is intended to place S&P Global research and…
• AI Data Licensing DealImportance 31 · Surprise 42
  S&P Global expanded its collaboration with Microsoft to integrate AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. The initiative is intended to increase the use of S&P Global’s research and…
• Guidance / OutlookImportance 26 · Surprise 24
  S&P Global maintained its fiscal 2026 earnings-per-share guidance, according to third-party reporting published on August 16, 2026. The report does not specify the numerical guidance range or identify changes to…
• Capital Return ProgramImportance 13 · Surprise 6
  S&P Global declared a quarterly dividend of $0.97 per share. The dividend announcement was reported alongside the company’s quarterly results. No share-repurchase authorization or repurchase amount was disclosed in the…

News · 2026-08-15

• Revenue Performance and MixImportance 47 · Surprise 22
  S&P Global reported quarterly revenue of $4.15 billion, representing a 10.4% year-over-year increase. Adjusted earnings were $4.83 per share, exceeding analyst expectations. The company declared a quarterly dividend of…
• Mobility Segment SeparationImportance 32 · Surprise 42
  S&P Global’s Mobility division spin-off was identified as a factor contributing to the company’s approximately 28% decline from its 52-week high. The separation has changed the company’s portfolio following the…

News · 2026-08-14

• Strategic Initiatives and AIImportance 31 · Surprise 42
  S&P Global expanded its partnership with Microsoft to integrate the company’s data and analytics into Microsoft 365 Copilot tools. The reported initiative broadens distribution of S&P Global content through Microsoft’s…
• Ratings performanceImportance 17 · Surprise 24
  S&P Global Ratings revised EQT Corp.'s outlook from stable to positive while affirming its BBB- credit rating. The action followed EQT's repayment of more than $8.1 billion in debt since its 2024 acquisition of…

News · 2026-08-13

• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  S&P Global expanded its partnership with Microsoft to integrate its AI-ready financial, company, and energy data into Microsoft 365 Copilot. The integration uses S&P Global’s Kensho LLM ready API to make proprietary…

News · 2026-08-12

• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  S&P Global expanded its collaboration with Microsoft to integrate its AI-ready data, insights and analytics into Microsoft 365 Copilot workflows and agentic experiences. The integration enables customers to access S&P…

News · 2026-08-11

• Market Demand TrendsImportance 14 · Surprise 24
  An S&P Global survey reported on August 11, 2026 that investor risk appetite reached its highest level since January. The report provides a macro signal of improved market sentiment, but does not quantify a revenue,…
• Capital Return ProgramImportance 13 · Surprise 6
  S&P Global declared a quarterly cash dividend of $0.97 per share. The dividend’s ex-date is August 26, 2026. The dividend declaration followed the company’s recent quarterly earnings report.

News · 2026-08-10

• Quarterly Results Snapshot (Earnings and EPS)Importance 43 · Surprise 22
  S&P Global reported quarterly revenue of $4.15 billion, up 10.4% year over year. Quarterly earnings were $4.83 per share. The company exceeded analysts’ quarterly earnings expectations.
• Market Demand TrendsImportance 14 · Surprise 24
  An S&P Global survey reported on August 11, 2026 that investor risk appetite reached its highest level since January. The report provides a macro signal of improved market sentiment, but does not quantify a revenue,…