Revenue segments as reported by the company.

Ratings

Market Intelligence

Platts

Indices

Intersegment Elimination

Commodity Insights

Mobility

Engineering Solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Expenses

Gain on dispositions

Equity in Income on Unconsolidated Subsidiaries

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

S&P Global

Standard and Poor's is an American financial services company. It is a division of S&P Global that publishes financial research and analysis on stocks, bonds, and commodities. S&P is known for its stock market indices such as the U.S.-based S&P 500, the Canadian S&P/TSX, and the Australian S&P/ASX 200. S&P is considered one of the Big Three credit-rating agencies, which also include Moody's Investors Service and Fitch Ratings. Its head office is located on 55 Water Street in Lower Manhattan, New York City.

Standard and Poor's

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

S&P Global projects solid growth amidst revenue challenges and opportunities

S&P Global's financial performance remains strong with a focus on innovation and efficiency
Challenges in ratings revenue offset by growth in other business segments
Opportunities lie in expanding ESG revenue, strategic partnerships, and M&A activity
Overall, S&P Global is well-positioned for growth and resilience in evolving markets

S&P Global reports Q1 revenue growth and focuses on sustainability

S&P Global's Q1 2023 performance showed revenue growth and increased adjusted EPS.
The company's strengths lie in customer focus, sustainability products, and diverse revenue streams.
Challenges include market volatility, declining bond issuance, and potential impacts on lending.
Opportunities exist in new product initiatives, revenue synergies, and global product expansion.

S&P Global reports strong Q2 growth, eyes AI and sustainability

S&P Global's Q2 performance showed revenue growth and positive outlook across divisions. The company's focus on innovation, AI, and sustainability drives customer engagement and growth potential. Challenges in expense management and sustainability trends are being addressed with strategic investments.

S&P Global excels in Q3 with raised guidance and strategic focus

S&P Global's Q3 performance reflects robust revenue growth, margin improvement, and strategic focus on key growth areas
Strengths lie in the Vitality Index success, progress on AI initiatives, and revenue growth across all divisions
Challenges include managing expenses, navigating market transformations, and sustaining innovation post-merger
Opportunities abound in private markets, sustainability, new product launches, and leveraging synergies for growth

S&P Global exceeds Q4 targets, eyes AI growth opportunities

S&P Global's Q4 2023 Earnings Call highlighted strong financial performance, revenue growth, and strategic initiatives like AI and product innovation.
Despite challenges like expense impacts and leadership transitions, the company remains optimistic about growth opportunities and revenue diversification.
Opportunities in generative AI, new product launches, and revenue synergies from mergers position S&P Global for continued success in 2024 and beyond.
Balancing efficiency, margin expansion, and strategic focus areas like sustainability and private markets will be key for S&P Global's growth trajectory.

S&P Global achieves record revenue in Q1 2024 earnings call

S&P Global's Q1 2024 showcased robust financial performance, marked by record revenue and significant margin expansion. The company faces challenges in managing expenses amidst growth but has opportunities in AI initiatives and the evolving mobility sector. Capitalizing on vibrant capital markets and revenue synergies, S&P Global is poised for continued success.

S&P Global reports record earnings, appoints new CEO

S&P Global delivered strong Q2 results with accelerated revenue growth and margin expansion
Strategic investments in generative AI and private market ratings drove revenue synergies
Raised financial guidance reflects confidence in future performance and market leadership
Smooth CEO succession plan announced with Martina Cheung appointed as new CEO

S&P Global reports stellar Q3 results, eyes growth opportunities

S&P Global delivered exceptional financial results in Q3 2024, with strong revenue growth and margin expansion. While facing challenges in the Financial Services segment, the company is capitalizing on opportunities through enhanced products and strategic initiatives.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

NEW YORK , Nov. 8, 2023 /PRNewswire/ -- S&P Global Market Intelligence today announced its support for the Manifest Modernization Act introduced by Senators Sheldon Whitehouse and Bill Cassidy, M.D. The bipartisan bill would bring needed transparency to shipping manifests by extending disclosure requirements to additional modes of transportation.

S&P Global Market Intelligence Applauds Bipartisan Legislation to Increase Transparency of Shipping Manifests

Although battery-electric vehicles are getting closer to price parity with their internal combustion siblings, the affordability factor is the main reason consumers are holding back on adopting electrification, according to a recent survey by S&P Global Mobility.  SOUTHFIELD, Mich.

S&P Global Mobility Survey Finds EV Affordability tops Charging and Range Concerns in Slowing EV Demand

Alpha Metallurgical Resources

NEW YORK , Nov. 7, 2023 /PRNewswire/ -- Alpha Metallurgical Resources Inc. (NYSE: AMR) will replace Avid Technology Inc. (NASD: AVID) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, November 10. Symphony Technology Group acquired Avid Technology in a transaction that was completed today.

Alpha Metallurgical Resources Set to Join S&P SmallCap 600

NEW YORK , Nov. 7, 2023  /PRNewswire/ -- S&P Global Market Intelligence, a provider of information services and solutions to global markets, today announced the launch of Supply Chain Console, a new extensive solution for businesses looking for a comprehensive view of the supply chain risk and optimization. The Supply Chain Console offers a holistic view of the entire supply chain landscape through interconnected proprietary data and research across trade, pricing, country risk and economics.

S&P Global Market Intelligence Launches Supply Chain Console, the Comprehensive Solution for Enhanced Supply Chain Insights

NEW YORK , Nov. 6, 2023 /PRNewswire/ -- S&P Global today launched Power Evaluator, a new evaluation tool created to deliver deep insight into the true value of asset investments in the power sector. The first-of-its-kind tool allows users to conduct custom valuations of existing and planned power plant assets, simulate the impact of plant acquisitions and divestments, track portfolio progress to Net Zero goals, and quantify physical and market risks to the US power plant fleet.

S&P Global Launches Power Evaluator, a Cutting-Edge Tool Designed to Deliver Unparalleled Insights into the Power Sector

Aflac

Cincinnati Financial

Dividend stocks can be a good source of passive income. Dividend stocks come in all shapes and sizes.

Passive Income You Can Trust: These 3 Stocks Have Raised Dividends 40 Years or More

S&P Global is a top pick for long-term investment due to its strong performance, recent dip in stock price, and high-quality services. The company operates in five main business segments, including credit ratings, market intelligence, commodity insights, mobility, and indices, all of which have shown growth in Q3. SPGI has a 50-year track record of annual dividend increases and is expected to continue growing its dividend at a double digit pace.

S&P Global: My Favorite Stock In The Market Today

It's not every day that the financial information company's stock trounces its signature index. This happened because of an estimates-beating quarter.

Why S&P Global Stock Trounced the Market on Thursday

S&P Global Inc. (NYSE:SPGI ) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Mark Grant - Senior Vice President of Investor Relations Doug Peterson - President, CEO & Executive Director Ewout Steenbergen - Executive VP & CFO Martina Cheung - President of S&P Global Ratings & Executive Lead for Sustainable1 Ashish Sabadra - RBC Capital Markets Manav Patnaik - Barclays Toni Kaplan - Morgan Stanley Faiza Alwy - Deutsche Bank Alex Kramm - UBS Andrew Steinerman - JPMorgan Jeff Silber - BMO Capital Markets Scott Wurtzel - Wolfe Research Andrew Nicholas - William Blair George Tong - Goldman Sachs Craig Huber - Huber Research Partners Seth Weber - Wells Fargo Owen Lau - Oppenheimer Russell Quelch - Redburn Atlantic Adam Parrington - Stifel, Nicolaus & Company Jeff Meuler - Baird Heather Balsky - Bank of America Operator Good morning, and welcome to S&P Global's Third Quarter 2023 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.

S&P Global Inc. (SPGI) Q3 2023 Earnings Call Transcript

AbbVie

Abbott Labs

Archer-Daniels-Midland Company

Automatic Data Processing

Albemarle

Amcor Plc

A. O. Smith

Air Products and Chemicals

Atmos Energy

Becton, Dickinson and Co.

Franklin Resources

Brown & Brown

Cardinal Health

Caterpillar

Chubb

Colgate-Palmolive

Clorox

Cintas Corp

Chevron

Dover

Ecolab

Con Ed

Emerson Electric

Essex Property Trust

Expeditors International of Washington

Federal Realty Investment Trust

General Dynamics

Genuine Parts

W.W. Grainger

Hormel Foods

Illinois Tool Works

Johnson & Johnson

Kimberly-Clark

Coca-Cola

New Linde PLC

Lowe's

McDonald's

Medtronic

McCormick

Nordson

NextEra Energy

Nucor

Realty Income Corp

PepsiCo

Procter & Gamble

Pentair

PPG Industries

Roper Technologies

Sherwin-Williams

Stanley Black & Decker

Sysco

Target

T. Rowe Price Group

V.F.

Walgreens

Walmart

West Pharmaceutical Services

Exxon Mobil

The highest yield isn't everything when it comes to finding the best dividend stocks. Income investors know there's no substitute for regular dividend increases over the long haul.

67 Best Dividend Stocks for Dependable Dividend Growth

Although the revenue and EPS for S&P Global (SPGI) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

S&P Global (SPGI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Get a deeper insight into the potential performance of S&P Global (SPGI) for the quarter ended September 2023 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Stay Ahead of the Game With S&P Global (SPGI) Q3 Earnings: Wall Street's Insights on Key Metrics

S&P Global (SPGI) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for S&P Global (SPGI)

S&P Global's (SPGI) earnings are likely to increase year over year on the back of improving segmental performance.

S&P Global (SPGI) to Report Q3 Earnings: Here's What to Expect

NEW YORK , Oct. 31, 2023 /PRNewswire/ -- S&P Dow Jones Indices (S&P DJI) today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for August 2023 show that 13 of the 20 major metro markets reported month-over-month price increases.

S&P CORELOGIC CASE-SHILLER INDEX CONTINUES TO TREND UPWARD IN AUGUST

News for S&P Global Stock (SPGI)