S&P Global Outpaces Q1 Estimates with Double-Digit Growth

Apr 28, 2026 17:30 UTC

SPGI

Short term

S&P Global reported a strong first quarter, beating analyst expectations for both revenue and earnings. Growth was driven by robust performance across its core business segments.

EPS increased 13.7% year-over-year
Revenue grew 10.4% year-over-year
Beat estimates across all major segments
Strength noted in Ratings, Indices, and Market Intelligence

S&P Global (SPGI) has delivered a strong start to the fiscal year, reporting first-quarter results that surpassed consensus estimates for both the top and bottom lines. The financial services giant saw its earnings per share (EPS) climb 13.7% year-over-year, while total revenue grew by 10.4% over the same period. This growth reflects a broad-based recovery and expansion across its primary business lines. The company attributed the positive results to strength across its three main pillars: Ratings, Indices, and Market Intelligence. These segments collectively drove the revenue beat, indicating sustained demand for credit ratings and benchmark data. While the beat is positive, the market typically views these results as a proxy for broader corporate issuance activity and financial market health. The double-digit growth suggests a resilient environment for financial data and credit analysis.