S&P Global Q3 revenue, profit top estimates on growth in Ratings and Market Intelligence units

S&P Global

30/10/2025 11:18

Overview

S&P Global Q3 revenue rises 9% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company announces $2.5 bln share repurchase plan for Q4 2025

Outlook

S&P Global raises full-year 2025 revenue growth guidance to 7% - 8%

Company increases GAAP EPS guidance to $14.80 - $15.05 for 2025

S&P Global plans $2.5 bln in share repurchases in Q4 2025

Result Drivers

RATINGS AND MARKET INTELLIGENCE - Strong growth in these divisions drove revenue and margin expansion

ACQUISITIONS AND DIVESTITURES - Acquisition of With Intelligence and divestiture of OSTTRA and other units to enhance strategic alignment

SHAREHOLDER RETURNS - Company returned $1.5 bln to shareholders and plans $2.5 bln in Q4 repurchases

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$3.88 bln
$3.82 bln (19 Analysts)
Q3 Adjusted EPS
Beat
$4.73
$4.40 (22 Analysts)
Q3 EPS
$3.86
Q3 Adjusted Net Income
$1.44 bln
Q3 Net Income
$1.17 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 26 "strong buy" or "buy", 2 "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 $619.00, about 23.6% above its October 29 closing price of $473.05

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 29 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)