Symbols

SPGI

S&P Global·NYSE

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SPGI fundamentals

SPGI Q4 2025 Earnings

S&P Global (SPGI) released its earnings on Feb 10, 2026: revenue was 3.92B (YoY +9.02%), beat estimates; EPS was 4.3 (YoY +14.06%), missed estimates.

Revenue / YoY

3.92B

+9.02%

EPS / YoY

4.3

+14.06%

Report date

Feb 10, 2026

SPGI Earnings Call Summary for Q4,2025

Key Takeaways

Revenue Growth: 14% EPS growth in 2025, guided for 6-8% organic 2026 growth, driven by subscriptions and AI-driven cross-sells.
AI Strategy: Embedding AI into workflows (e.g., iLEVEL, Copilot integrations) to enhance customer value, with early 2026 momentum in private markets and DeFi.
Margin Expansion: 50-75 bps margin growth in 2026, supported by EDO automation reducing manual workflows by 50%.
Risks: Cautious on bank loan issuance mix and macroeconomic volatility, with 2026 billed issuance growth assumed at low single digits.
Capital Allocation: $1B+ buybacks in 2026, balanced with strategic M&A (e.g., With Intelligence) for long-term growth.

Earnings

EPS

Revenue

Revenue & Expenses

SPGI has released its 2025 Q4 earnings report, with revenue of 3.92B, reflecting a YoY change of 9.02%, and net profit of 1.22B, showing a YoY change of 26.58%. The Sankey diagram below clearly presents SPGI's revenue sources and cost distribution.

Key Indicators

S&P Global (SPGI) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

S&P Global (SPGI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

S&P Global (SPGI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

S&P Global (SPGI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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