| SPGI |
Report |
2Q26 adjusted diluted EPS |
BEAT |
pred ~$5.12 vs. cons $5.04 |
MEDIUM |
| SPGI |
Report |
2Q26 Ratings revenue |
BEAT |
pred ~$1.37B vs. cons $1.35B |
MEDIUM |
| SPGI |
Report |
2Q26 continuing-SPGI revenue excluding Mobility |
IN-LINE |
pred ~$3.86B vs. cons $3.83B |
MEDIUM |
| SPGI |
Guide |
FY26 continuing-SPGI organic constant-currency revenue growth |
BETTER |
guide ~7.0% vs. cons 6.7% (FY26) |
MEDIUM |
| SPGI |
Guide |
FY26 continuing-SPGI adjusted diluted EPS |
BETTER |
guide ~$16.25 vs. cons $16.05 (FY26) |
MEDIUM |
| SPGI |
Guide |
FY26 continuing-SPGI adjusted operating-margin expansion |
BETTER |
guide ~60 bps vs. cons 50 bps (FY26) |
LOW |
| SPGI |
Guide |
FY26 shareholder returns through dividends and repurchases |
BETTER |
guide ~$4.3B vs. cons $4.1B (FY26) |
LOW |
| SPGI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| SPGI |
Return |
5-day cumulative residual |
+4.6% (FOLLOW-THROUGH) |
A ~$0.08 EPS beat versus consensus and a ~$0.20 higher continuing-SPGI FY26 EPS framework should drive positive out-period revisions; preserved ~7.0% organic growth and ~60 bps margin expansion reduce post-spin stranded-cost concerns. |
MEDIUM |