SPGIS&P Global Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $4.58Beat
- vs $4.43 expected on Oct 27
- Stock move on it
- −0.38%
- one session
- Typical move
- ±1.1%
- average over 2 reports
- Price
- $470.93
- −0.88% today · $128B cap
Past and upcoming reports
2
| Oct 27, 2026 | Sep 30, 2026 | Time not given | $4.43 | Beat$4.58 | −0.38% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $4.94 | Missed$4.83 | −1.84%2d |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 27, 2026 numbers are in the table above.
S&P Global beats Q2 EPS by 7.6%, stock slips 0.8%
S&P Global reported Q2 EPS of $4.83, beating the $4.49 estimate by 7.6%. The stock fell 0.8% on the day, likely reflecting profit-taking after a strong run or concerns about valuation (P/E TTM 25.8x vs sector 18.2x). The company raised its share repurchase target to over $7 billion, signaling confidence. Analyst consensus remains Buy with a $523 target, implying ~27% upside.
Reported against expected
BeatEPS of $4.83 beat the $4.49 estimate by $0.34 (+7.6%).
Guidance
RaisedNo explicit guidance provided. raised share repurchase target to over $7 billion.
How the stock reacted
Stock fell 0.8% on the day to $411.78, with volume of 1.65M shares.
What changed
EPS beat by 7.6%, buyback raised to $7B+.
What the price now assumes
Valuation premium (25.8x P/E) caps near-term upside despite beat.
What it means for the business
Upgrade bias. watch next quarter's revenue growth for sustained momentum.
The next one to three months, as we saw it then
Better case35%
Strong EPS beat and increased buyback drive re-rating as investors focus on capital return and growth.
Base case50%
Stock trades in a range as valuation premium offsets positive earnings surprise. buyback provides floor.
Worse case15%
Valuation compression continues as market rotates away from expensive names. growth deceleration emerges.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.