The strong EPS beat and revenue growth, combined with the increased buyback, signal confidence in core operations. Monitor the earnings call for any guidance updates on the remaining divisions post-spin-off.
Price Chart
Executive Summary
S&P Global reported Q2 2026 adjusted diluted EPS of $4.83, beating the $4.49 consensus by 7.6%, with pro forma revenue up 11% YoY to $3.678B. The company raised its 2026 share repurchase target to over $7 billion and completed the Mobility spin-off, signaling confidence in its core Ratings, Indices, and Market Intelligence divisions.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $4.83 beat consensus of $4.49 by 7.6%
- Pro forma revenue grew 11% YoY to $3.678B
- 2026 share repurchase target raised to over $7 billion
- Mobility spin-off completed on July 1, 2026
Financial Impact
EPS beat of 7.6% and revenue growth of 11% with a $7B+ buyback target
Risk Factors
- Macroeconomic headwinds could impact Ratings and Market Intelligence demand
- Execution risk from the Mobility spin-off and reinvestment of proceeds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302836420 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $450.58 $410.71 | ▼ −8.85% | ▼ −7.70% | $386.27 (−14.27%) |
Jul 28, 2026 9w ago | Press Release | $424.36 $416.25 | ▼ −1.91% | ▼ −4.18% | $386.27 (−8.98%) |
Jul 28, 2026 9w ago | 8-K | $424.36 $416.25 | ▼ −1.91% | ▼ −4.18% | $386.27 (−8.98%) |
Jul 2, 2026 13w ago | 8-K | $439.89 $432.96 | ▼ −1.58% | ▼ −2.51% | $386.27 (−12.19%) |
Jun 12, 2026 16w ago | Institutional Cluster | $418.91 $410.92 | ▼ −1.91% | ▼ −2.58% | $386.27 (−7.79%) |
May 26, 2026 18w ago | 8-K | $412.15 $417.30 | ▲ +1.25% | ▲ +0.04% | $386.27 (−6.28%) |
May 21, 2026 19w ago | 8-K | $415.57 $423.81 | ▲ +1.98% | ▲ +0.13% | $386.27 (−7.05%) |
May 18, 2026 19w ago | 8-K | $417.29 $412.15 | ▼ −1.23% | ▼ −2.85% | $386.27 (−7.43%) |
May 7, 2026 21w ago | 8-K | $419.80 $403.92 | ▼ −3.78% | ▼ −5.25% | $386.27 (−7.99%) |
Apr 29, 2026 22w ago | Insider Cluster | $423.67 $423.74 | ▲ +0.02% | ▼ −1.97% | $386.27 (−8.83%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access