| SPGI |
Report |
Ratings revenue |
BEAT |
pred ~$1.330B vs. cons $1.298B |
LOW |
| SPGI |
Report |
Market Intelligence revenue |
IN-LINE |
pred ~$1.300B vs. cons $1.294B |
LOW |
| SPGI |
Report |
Energy revenue |
IN-LINE |
pred ~$586M vs. cons $590M |
LOW |
| SPGI |
Guide |
FY26 organic CC revenue growth |
UNCHANGED |
guide 6.0%-8.0% vs. post-spin cons UNVERIFIED |
LOW |
| SPGI |
Guide |
FY26 adjusted EPS ex-Mobility |
UNCHANGED |
guide ~$17.70 vs. cons $17.68 |
LOW |
| SPGI |
Guide |
Q3 Ratings revenue/tone |
UNCHANGED |
guide ~$1.285B vs. cons $1.285B |
LOW |
| SPGI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| SPGI |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — archetype C / implicit out-period pressure |
LOW |