| SPGI |
Report |
Adjusted EPS |
BEAT |
pred ~$5.03 vs. cons $4.95 |
MEDIUM |
| SPGI |
Report |
Revenue |
BEAT |
pred ~$4.14B vs. cons $4.08B |
MEDIUM |
| SPGI |
Report |
Ratings revenue |
BEAT |
pred ~$1.35B vs. cons $1.31B |
MEDIUM |
| SPGI |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$19.05 midpoint vs. cons $19.49 (FY2026) |
MEDIUM |
| SPGI |
Guide |
Organic constant-currency revenue growth guidance |
UNCHANGED |
guide ~7.0% midpoint vs. cons 7.1% (FY2026) |
MEDIUM |
| SPGI |
Guide |
Adjusted operating margin expansion guidance |
BETTER |
guide ~62.5 bps midpoint vs. cons 60 bps (FY2026) |
LOW |
| SPGI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| SPGI |
Return |
5-day cumulative residual |
-0.6% (FADE) |
Initial upside from the EPS and Ratings beats should fade as post-spin models reset to the lower ~$19.05 FY2026 EPS guide versus ~$19.49 consensus, pulling Q3-Q4 and 2027 estimates down despite solid underlying operations. |
MEDIUM |