| SPGI |
Report |
Ratings Organic Growth (2026Q2) |
BEAT |
pred ~15-16% vs. cons 13.1% |
MEDIUM |
| SPGI |
Report |
MI Organic Growth (2026Q2) |
BEAT |
pred ~7-8% vs. cons 5.8% |
MEDIUM |
| SPGI |
Report |
Indices Organic Growth (2026Q2) |
BEAT |
pred ~18-20% vs. cons 17.6% |
MEDIUM |
| SPGI |
Guide |
FY 2026 Adj. EPS ex-Mobility (FY2026) |
BETTER |
guide ~$19.60-19.90 vs. cons $19.48 |
MEDIUM |
| SPGI |
Guide |
FY 2026 Organic Rev Growth ex-Mobility (FY2026) |
BETTER |
guide ~7-9% vs. cons ~6-8% implied |
MEDIUM |
| SPGI |
Guide |
Q3 2026 Ratings Organic Growth (qualitative) (2026Q3) |
LOWER |
guide ~8-10% vs. cons ~13% |
HIGH |
| SPGI |
Guide |
Energy FY 2026 Organic Growth (FY2026) |
UNCHANGED |
guide ~5-6% vs. cons ~6.0% |
HIGH |
| SPGI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| SPGI |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - estimate revisions track FY raise; near-term Ratings warning creates partial drag but low-bar setup and buyback acceleration dominate |
MEDIUM |