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 , Aug. 27, 2024 /PRNewswire/ -- S&P Dow Jones Indices (S&P DJI) today released the June 2024 results for the S&P CoreLogic Case-Shiller Indices. The leading measure of U.S. home prices reached a new all-time high with a decelerating trend for June 2024.

S&P CORELOGIC CASE-SHILLER INDEX HITS NEW ALL-TIME HIGH FOR JUNE 2024

August US sales volume is expected to be one of the largest of the year, given 28 selling days and the inclusion of Labor Day weekend activity; but sales are still searching for the next gear SOUTHFIELD, Mich. , Aug. 27, 2024 /PRNewswire/ -- On a volume estimate of 1.42 million units, S&P Global Mobility expects US light vehicle sales in August to be up more than 7% year over year and grow more than 11% from the month-prior level.

S&P Global Mobility: August sales - big volume, but little change to underlying dynamics

Visible Alpha  AI Monitor highlights new themes and revised growth projections as the dynamic, AI-exposed investment landscape maintains strong momentum through 2024 NEW YORK , Aug. 27, 2024 /PRNewswire/ -- S&P Global Market Intelligence today unveiled a comprehensive look into the current state and projected growth of the core publicly-traded companies within the technology and AI industry in the newest version of the Visible Alpha AI Monitor. The AI Monitor includes consensus estimates across 66 publicly-traded U.S. technology companies.

S&P Global Market Intelligence Launches AI Monitor Tool Powered by Visible Alpha Estimates of U.S. Technology Companies

Session will be Webcast NEW YORK , Aug. 26, 2024 /PRNewswire/ -- Martina Cheung, President of S&P Global Ratings, a division of S&P Global (NYSE: SPGI), will participate in the Barclays 22nd Annual Global Financial Services Conference on September 9, 2024 in New York, NY. Ms. Cheung is scheduled to speak at 12:00 p.m.

S&P Global to Present at the Barclays 22nd Annual Global Financial Services Conference on September 9, 2024

Toyota RAV-4 Named "Top Overall Future Majority Vehicle" MIAMI , Aug. 23, 2024 /PRNewswire/ -- The Ninth Annual Diversity Volume Leadership Awards (DVL) were recently presented by the National Association of Minority Automobile Dealers (NAMAD) and S&P Global Mobility during the awards program at the 2024 Annual NAMAD Conference at the Fontainebleau Miami Beach Hotel. The DVL Awards celebrates brands that are driving sales leadership with ethnic consumers.

The National Association of Minority Automobile Dealers and S&P Global Mobility Honor the Power of Multicultural Vehicle Buyers Through the Ninth Annual Diversity Volume Leadership Awards

S&P Global (SPGI) is benefiting from the growing demand for business information services.

Acquisitions Benefit S&P Global (SPGI) Amid Rising Expenses

NEW YORK , Aug. 15, 2024 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced that it has completed the sale of its Fincentric business to Stellex Capital Management, a global private equity firm. The transaction does not have material impact to S&P Global and the financial terms of the transaction were not disclosed.

S&P Global Completes Sale of Fincentric

TransUnion

Verisk Analytics

Increased demand for risk mitigation, cost reduction, and productivity improvement solutions will likely help the Zacks Business - Information Services industry prosper. SPGI, VRSK and TRU are well-poised to benefit from this surge.

3 Business Information Stocks to Watch Amid Industry Woes

Worldwide supply chain spare capacity rises, adding to the calls for the Federal Reserve to lower interest rates soon. Asian factory demand at its weakest since December 2023, partly because of a notable decrease in purchasing by Chinese factories.

DEMAND FOR RAW MATERIALS AND SEMI-MANUFACTURED GOODS WEAKENED IN JULY, FALLING AT FASTEST RATE THIS YEAR, SIGNALLING SLOWING ECONOMIC GROWTH: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX

NEW YORK , Aug. 9, 2024 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI"), the world's leading index provider, announced today that it has completed its eleventh annual review of its adherence to the International Organization of Securities Commissions (IOSCO) Principles for Financial Benchmarks. The IOSCO Principles for Financial Benchmarks were published in July of 2013.

S&P Dow Jones Indices Completes Its Annual Review of Adherence with IOSCO Principles for Financial Benchmarks (2024)

NEW YORK , Aug. 8, 2024 /PRNewswire/ -- Despite global M&A deal volumes remaining lackluster, the total value of global M&A has jumped year-over-year in the first half of 2024, according to S&P Global Market Intelligence's newly released Q2 2024 Global M&A and Equity Offerings Report. The total value of transactions increased 11.7% to $1.221 trillion through the first half of 2024 compared to the first half of 2023, but the number of deals was down 12.9% to 19,415 over the same time period.

S&P Global Market Intelligence Quarterly Report Finds Value of Global M&A Transactions Increased Nearly 12% Year-Over-Year in H1

SolarWinds Corp

NEW YORK , Aug. 6, 2024 /PRNewswire/ -- SolarWinds Corp. (NYSE: SWI) will replace SunPower Corp. (NASD: SPWR) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, August 9. SunPower has filed for Chapter 11 bankruptcy and is no longer eligible for continued inclusion in the S&P SmallCap 600.

SolarWinds Set to Join S&P SmallCap 600

MSCI

Shares of MSCI Inc. (MSCI, Financial) rose 7.90% on the trading day after posting strong second-quarter earnings on July 23. During the three months ended June 30, the financial data company was able to beat analyst expectations by a modest 2.47% for earnings per share and 1.66% for revenue.

MSCI's Strong 2nd-Quarter Earnings Continue to Dispel the Negative Sentiment

SPGI reports impressive revenue growth of 16% in Q2, driven by the Ratings Division and the successful integration of IHS Markit. S&P Global raises full-year financial guidance, expecting revenue growth of 8-10% and adjusted operating margin expansion. Stock valuation at a high P/E ratio of 36x, suggesting a Hold rating with potential buying opportunities during corrections of 15% or more.

S&P Global Hits A Grand Slam, But Valuation Matters

S&P Global Inc. beat second-quarter earnings estimates, with its revenue and earnings per share exceeding expectations. The company's diversified revenue streams, including indices, mobility, commodity insights, ratings, and market intelligence, contribute to its growth potential. Refinancing opportunities might occur in the short term, while long-term growth in the firm's mobility and market intelligence units is likely.

S&P Global Q2 Earnings: Upward And Onward

S&P Global Inc. raised full-year revenue guidance to 8%-10% in Q2 FY24, with 33% growth in the Ratings business. Strong recovery in bond insurance and robust growth in all types of debts drove the company's performance. Forecasting 11.4% revenue growth for FY24, with a fair value of $550 per share and potential downside risk due to the CEO succession plan.

S&P Global Q2: Rating Recovery And Guidance Raise

S&P Global's (SPGI) second-quarter 2024 earnings and revenues increase year over year.

S&P Global (SPGI) Q2 Earnings & Revenues Beat Estimates

S&P Global Inc. (NYSE:SPGI ) Q2 2024 Earnings Conference Call July 30, 2024 8:30 AM ET Company Participants Mark Grant - SVP of IR Doug Peterson - President & CEO Chris Craig - Interim CFO Martina Cheung - President, S&P Global Ratings Conference Call Participants Ashish Sabadra - RBC Capital Markets Manav Patnaik - Barclays George Tong - Goldman Sachs Faiza Alwy - Deutsche Bank Heather Balsky - Bank of America Toni Kaplan - Morgan Stanley Alex Kramm - UBS Scott Wurtzel - Wolfe Research Thomas Roesch - William Blair Owen Lau - Oppenheimer Craig Huber - Huber Research Partners Andrew Steinerman - JPMorgan Jeffrey Meuler - Baird Jeffrey Silber - BMO Capital Markets Russell Quelch - Redburn Atlantic Surinder Thind - Jefferies Operator Good morning, and welcome to S& P Global's Second Quarter 2024 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.

S&P Global Inc. (SPGI) Q2 2024 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 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

S&P Global (SPGI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

S&P Global (SPGI) came out with quarterly earnings of $4.04 per share, beating the Zacks Consensus Estimate of $3.67 per share. This compares to earnings of $3.12 per share a year ago.

S&P Global (SPGI) Tops Q2 Earnings and Revenue Estimates

NEW YORK , July 30, 2024 /PRNewswire/ -- S&P Global (NYSE: SPGI) today reported second quarter 2024 results. The Company's earnings release and supplemental materials are available at http://investor.spglobal.com/Quarterly-Earnings.

S&P Global Reports Second Quarter Results

S&P Global (SPGI) could produce exceptional returns because of its solid growth attributes.

Is S&P Global (SPGI) a Solid Growth Stock? 3 Reasons to Think "Yes"

Does S&P Global (SPGI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Are You Looking for a Top Momentum Pick? Why S&P Global (SPGI) is a Great Choice

Evaluate the expected performance of S&P Global (SPGI) for the quarter ended June 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Seeking Clues to S&P Global (SPGI) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics

Adobe

Amazon

Booking Hlds

Chipotle

Costco

Alphabet

Home Depot

LVMH Moet Hennessy Louis Vuitton

Mastercard

MercadoLibre

NVIDIA

SPDR S&P 500 ETF Trust

Tesla

Visa

The market has been running hot in 2024, with S&P 500 up 13.9% year-to-date. Market experienced its first 2% or more pullback in 356 trading days, yesterday. Investors should be cautious with earnings season in full-swing amidst sky-high expectations and lofty valuations.

News for S&P Global Stock (SPGI)