S&P Global Q4 revenue edges past estimates; EPS misses
Overview
Financial data provider's Q4 revenue rose 9% yr/yr, slightly beating analyst expectations
Adjusted EPS for Q4 missed analyst estimates
Company returned $6.2 bln to shareholders in 2025 through dividends and share repurchases
Outlook
Company expects 2026 organic constant currency revenue growth of 6.0% to 8.0%
S&P Global forecasts 2026 diluted EPS between $19.40 and $19.65
Company plans to return 85% or more of adjusted free cash flow to shareholders
Result Drivers
RATINGS AND INDICES - Strong revenue and operating profit growth in Ratings and Indices divisions drove Q4 results
MARKET INTELLIGENCE - Revenue growth driven by organic subscription growth and acquisition of With Intelligence
ENERGY REVENUE - Growth in subscription and usage-based revenue offset by government sanctions impact
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $3.92 bln | $3.91 bln (18 Analysts) |
Q4 Adjusted EPS | Miss | $4.30 | $4.33 (20 Analysts) |
Q4 EPS |
| $3.75 |
|
Q4 Adjusted Net Income |
| $1.30 bln |
|
Q4 Net Income |
| $1.13 bln |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 25 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the professional information services peer group is "buy"
Wall Street's median 12-month price target for S&P Global Inc is $612.00, about 37.8% above its February 9 closing price of $444.19
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 25 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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