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

S&P Global's (SPGI) Q2 earnings and revenues grow year over year.

S&P Global (SPGI) Q2 Earnings Meet Estimates, Rise Y/Y

S&P Global Inc. (NYSE:SPGI ) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Mark Grant - Senior Vice President, Investor Relations Douglas Peterson - President and Chief Executive Officer Ewout Steenbergen - Executive Vice President and Chief Financial Officer Edouard Tavernier - President, S&P Global Mobility Conference Call Participants Ashish Sabadra - RBC Capital Markets Heather Balsky - Bank of America Seth Weber - Wells Fargo Securities Manav Patnaik - Barclays Toni Kaplan - Morgan Stanley George Tong - Goldman Sachs Faiza Alwy - Deutsche Bank Alex Kramm - UBS Jeff Silber - BMO Capital Markets Craig Huber - Huber Research Partners Alexander Hess - JPMorgan Owen Lau - Oppenheimer Jeffrey Meuler - Baird Russell Quelch - Redburn Operator Good morning, and welcome to S&P Global's Second Quarter 2023 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.

S&P Global Inc. (SPGI) Q2 2023 Earnings Call Transcript

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

Compared to Estimates, S&P Global (SPGI) Q2 Earnings: A Look at Key Metrics

S&P Global (SPGI) came out with quarterly earnings of $3.12 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.81 per share a year ago.

S&P Global (SPGI) Meets Q2 Earnings Estimates

S&P Global (NYSE: SPGI), the giant financial services company, had a mixed quarter as demand for its solutions moderated. The company's revenue jumped by 3.7% reaching $3.1 billion.

S&P Global Q2 revenue hits $3.1 billions as profits retreat

A. O. Smith

Autohome

Boston Scientific

Honeywell

We have narrowed our search to five stocks that are set to declare second-quarter earnings results on Jul 27, before market open. These are: HON, BSX, AOS, SPGI, ATHM.

5 Must-Buy Stocks Ahead of Q2 Earnings Tomorrow

Enhancement integrates economic forecast scenarios into models of fundamental credit risk, market-based estimates of future credit risk NEW YORK , July 26, 2023 /PRNewswire/ -- S&P Global Market Intelligence, a provider of information services and solutions to global markets, today announced the integration of a catalogue of multi-year macroeconomic outlook scenarios derived from the Global Link Model into Market Intelligence's Credit Analytics solution. The library of predetermined scenarios in combination with the Macro-Scenario Model enables users to more effectively analyze their credit risk exposures based on realistic alternatives to Market Intelligence's baseline economic outlook, expanding on the existing functionality to input proprietary macroeconomic assumptions.

S&P Global Market Intelligence introduces library of macroeconomic and geopolitical risk scenarios into its Credit Analytics solution

NEW YORK , July 25, 2023 /PRNewswire/ -- Deal volumes remain anemic even though transactions rebounded in the second quarter off a historically low base, according to S&P Global Market Intelligence's newly released global Q2 2023 M&A and Equity Offerings Market Report. The total value issued in global equity deals rose from the prior quarter for the first time in more than a year, but the issuance level was about 2x lower than the quarterly average during 2021.

S&P Global Market Intelligence Quarterly Report Finds Dealmaking Activity Remains Depressed in Q2 of 2023 with Global M&A Value down 42.4% YOY

The impact of the July 4 weekend sales events, Ford Mach-E inventory numbers climbing past ICE SUVs, and the looming Compact SUV dogfight in the US market.  SOUTHFIELD, Mich.

S&P Global Mobility Shares July US Auto Inventory Trends

NEW YORK , July 25, 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 May 2023 show all 20 major metro markets reported month-over-month price increases for the third straight month.

S&P CORELOGIC CASE-SHILLER INDEX REPEATS GAINS IN MAY

Snowflake, Databricks and WatersTechnology Among Organizations Bestowing Industry Accolades and Marketplace Partner of the Year Awards  NEW YORK , July 24, 2023 /PRNewswire/ -- S&P Global Market Intelligence today announced that it has been recognized by financial publications and technology organizations for innovations including marketplace and cloud collaboration, enterprise data management, securities processing, corporate actions, regulatory transaction reporting and climate credit analytics. In addition, S&P Global was recognized by Snowflake and Databricks for their financial services marketplace partner of the year awards.

S&P Global Market Intelligence Recognized for Multiple Financial Industry Awards in Second Quarter

S&P Global's (SPGI) Q2 earnings are likely to increase year over year on the back of improving segmental performance.

S&P Global (SPGI) to Report Q2 Earnings: Here's What to Expect

New light vehicle sales in July are expected to sustain recent momentum. SOUTHFIELD, Mich.

S&P Global Mobility: US auto sales progress again in July

Jacobs Solutions Inc

Targa Resources

Regarding the best stocks to buy, some investors look to analyst consensus stocks — companies that everyone on Wall Street fawns over. I did a quick Finviz.com screen of S&P 500 companies.

Top Picks: 3 Stocks That (Almost) All Analysts Agree On

Captives, banks, and many credit unions saw declines in return-to-market loyalty, and many have yet to recover. SOUTHFIELD, Mich.

Consumer Loyalty to Finance Companies Fell Sharply During Pandemic, according to S&P Global Mobility

Arthur J. Gallagher & Co.

Allstate

Cincinnati Financial

Kinsale Capital Group

Marsh & McLennan

Progressive

Swiss Re AG

According to S&P Global Market Intelligence, insurers posted their largest first-quarter underwriting loss in 12 years. An increase in tornado, hail, and wind events; rising inflation, and increasing litigation costs have weighed on the industry.

Decade-High Losses Shake the Insurance Landscape: The Investment Challenges

Car-shoppers are largely satisfied with subscription-based infotainment services, but value and exposure matter most. Data security and privacy remain issues.

S&P Global Mobility: What Connected Car Services are Consumers Willing to Pay For?

CENTREVILLE, Va. , July 19, 2023 /PRNewswire/ -- In response to a nationwide increase in the theft of Hyundai and Kia vehicles as a result of viral online videos, CARFAX is partnering with those automakers to provide consumers with detailed information about how they can further secure their vehicles – for free.

CARFAX TEAMS WITH HYUNDAI AND KIA ON ANTI-THEFT MEASURES

New data additions bring together S&P Global Ratings' credit ratings and research with comprehensive market data and visualization tools in a single platform completing the integration of the seamless workflow solution NEW YORK , July 19, 2023 /PRNewswire/ -- S&P Global Market Intelligence today announced the completion of the integration of RatingsDirect® onto the S&P Capital IQ Pro platform, providing users with a workflow solution that brings together credit ratings and research from S&P Global Ratings and comprehensive market data and visualization tools from S&P Capital IQ Pro. RatingsDirect gives market participants across capital markets, financial institutions, corporates and segments the tools to assess and monitor credit performance and trends across industries, companies, securities and sovereigns globally.

S&P Global Market Intelligence Enhances RatingsDirect® over S&P Capital IQ Pro Platform with Addition of Global Issuers, U.S. Public Finance and Structured Finance Data

Inflation and catastrophes negatively impacted statutory financial results for auto and home insurers NEW YORK , July 18, 2023 /PRNewswire/ -- The U.S. Property and Casualty (P&C) Insurance Performance Rankings published by S&P Global Market Intelligence, an inaugural annual ranking of the 100-largest P&C carriers in the country, found that companies focused on covering risks that are difficult to place in the traditional market distanced themselves from peers in key metrics measuring earnings, underwriting profitability, balance sheet growth and other indicators of success. The U.S. Property and Casualty Insurance Performance Rankings are based on statutory financial results collected and compiled by S&P Global Market Intelligence.

S&P Global Market Intelligence Inaugural U.S. Property and Casualty Rankings Dominated by Specialty Commercial Insurers

Seven Core Crude Oil Grades to Help Purchasers Measure Cost of Emissions Offsets NEW YORK and LONDON , July 17, 2023 /PRNewswire/ -- S&P Global Commodity Insights, the leading independent provider of information and benchmark prices for the commodity, energy and energy transition markets, has launched carbon intensity measures for seven Middle Eastern crude oil grades, including Dubai , Oman Blend, Al-Shaheen, Upper Zakum, and Murban – the five grades deliverable into the Platts Dubai benchmark – together with Arab Light and Das Blend. This makes Platts Dubai and Platts Oman the first global medium-sour crude benchmarks to have a carbon intensity value associated with all their component grades.

S&P Global Commodity Insights First to Assess Carbon Intensity of Crudes Forming Dubai and Oman Benchmarks and other Middle Eastern Grades

Worldwide supply chain spare capacity rises for the third successive month, remaining at the highest level since zenith of the pandemic in May 2020 Demand in Asia, led by India, is holding up better than in Europe and North America, highlighting divergence in growth between Western and Eastern economies Global supply shortages fell to their lowest since January 2020 and companies operated with low levels of inventories following months of stock drawdowns CLARK, N.J, July 14, 2023 /PRNewswire/ -- The GEP Global Supply Chain Volatility Index — a leading indicator tracking demand conditions, shortages, transportation costs, inventories and backlogs based on a monthly survey of 27,000 businesses — recorded -0.26 in June (vs. -0.28 in May), marking a third successive month of excess global supplier capacity.

Demand for raw materials and components weakens sharply in Europe and North America in June, Indicating greater risk to the economy heading into the second half of 2023: GEP Global Supply Chain Volatility Index

The industry has regained its manufacturing pace, but potential disruptions in chip supply remain, and production momentum disruption has pushed a 100-million-unit year into the next decade. SOUTHFIELD, Mich.

S&P Global Mobility: The semiconductor shortage is - mostly - over for the auto industry

Emissions intensity of production expected to decline further due to continued shift towards newer and more productive operations in the deepwater, other factors HOUSTON , July 13, 2023 /PRNewswire/ -- More than three-fourths of all oil and gas production in the U.S. Gulf of Mexico has a lower greenhouse gas (GHG) intensity than the basin-wide average, a new S&P Global Commodity Insights analysis finds. The analysis is the latest in an ongoing series that utilizes a new comprehensive model that provides unprecedented granularity to understand variations in GHG intensity from one asset to the next.

More than 75 Percent of Oil and Gas Production in the U.S. Gulf of Mexico has Lower than Average Greenhouse Gas Intensity, New Analysis Finds

Analysts have lately been making bullish adjustments to their takes on the company. The latest one came early on Hump Day.

News for S&P Global Stock (SPGI)