SPGI · News · 20260909N
Products and Technology
S&P Global Inc. · 2026-09-09 · Importance 20 · Surprise 24 · In source text
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 electrical components recorded significant price increases, while ocean freight was relatively softer. The report attributed continued cost pressure to labor shortages and supply constraints and expected further price increases in coming months.
Key facts
- High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits. source
- Insider purchases of S&P Global Inc. totaled $3.6M over the past year. source
- 80% of profits come from AI-resistant and proprietary "Benchmark" products. source
- The Engineering and Construction Cost Indicator from PEG and S&P Global Market Intelligence showed an accelerated increase in August. source
- S&P Global Inc. experienced a 3.2% stock drop. source
- GuruFocus's GF Value suggests S&P Global Inc. is 20.3% undervalued at $429.31 compared to an estimated intrinsic value of $538.50. source
- S&P Global Inc. has a GF Score™ of 92/100 according to GuruFocus. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits. |
| operating_income | positive | probable | — | High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits. |
| net_income | positive | probable | — | High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits. |