Revenue segments as reported by the company.

Ratings

Market Intelligence

Platts

Indices

Intersegment Elimination

Commodity Insights

Mobility

Engineering Solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Expenses

Gain on dispositions

Equity in Income on Unconsolidated Subsidiaries

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

S&P Global

Standard and Poor's is an American financial services company. It is a division of S&P Global that publishes financial research and analysis on stocks, bonds, and commodities. S&P is known for its stock market indices such as the U.S.-based S&P 500, the Canadian S&P/TSX, and the Australian S&P/ASX 200. S&P is considered one of the Big Three credit-rating agencies, which also include Moody's Investors Service and Fitch Ratings. Its head office is located on 55 Water Street in Lower Manhattan, New York City.

Standard and Poor's

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

S&P Global projects solid growth amidst revenue challenges and opportunities

S&P Global's financial performance remains strong with a focus on innovation and efficiency
Challenges in ratings revenue offset by growth in other business segments
Opportunities lie in expanding ESG revenue, strategic partnerships, and M&A activity
Overall, S&P Global is well-positioned for growth and resilience in evolving markets

S&P Global reports Q1 revenue growth and focuses on sustainability

S&P Global's Q1 2023 performance showed revenue growth and increased adjusted EPS.
The company's strengths lie in customer focus, sustainability products, and diverse revenue streams.
Challenges include market volatility, declining bond issuance, and potential impacts on lending.
Opportunities exist in new product initiatives, revenue synergies, and global product expansion.

S&P Global reports strong Q2 growth, eyes AI and sustainability

S&P Global's Q2 performance showed revenue growth and positive outlook across divisions. The company's focus on innovation, AI, and sustainability drives customer engagement and growth potential. Challenges in expense management and sustainability trends are being addressed with strategic investments.

S&P Global excels in Q3 with raised guidance and strategic focus

S&P Global's Q3 performance reflects robust revenue growth, margin improvement, and strategic focus on key growth areas
Strengths lie in the Vitality Index success, progress on AI initiatives, and revenue growth across all divisions
Challenges include managing expenses, navigating market transformations, and sustaining innovation post-merger
Opportunities abound in private markets, sustainability, new product launches, and leveraging synergies for growth

S&P Global exceeds Q4 targets, eyes AI growth opportunities

S&P Global's Q4 2023 Earnings Call highlighted strong financial performance, revenue growth, and strategic initiatives like AI and product innovation.
Despite challenges like expense impacts and leadership transitions, the company remains optimistic about growth opportunities and revenue diversification.
Opportunities in generative AI, new product launches, and revenue synergies from mergers position S&P Global for continued success in 2024 and beyond.
Balancing efficiency, margin expansion, and strategic focus areas like sustainability and private markets will be key for S&P Global's growth trajectory.

S&P Global achieves record revenue in Q1 2024 earnings call

S&P Global's Q1 2024 showcased robust financial performance, marked by record revenue and significant margin expansion. The company faces challenges in managing expenses amidst growth but has opportunities in AI initiatives and the evolving mobility sector. Capitalizing on vibrant capital markets and revenue synergies, S&P Global is poised for continued success.

S&P Global reports record earnings, appoints new CEO

S&P Global delivered strong Q2 results with accelerated revenue growth and margin expansion
Strategic investments in generative AI and private market ratings drove revenue synergies
Raised financial guidance reflects confidence in future performance and market leadership
Smooth CEO succession plan announced with Martina Cheung appointed as new CEO

S&P Global reports stellar Q3 results, eyes growth opportunities

S&P Global delivered exceptional financial results in Q3 2024, with strong revenue growth and margin expansion. While facing challenges in the Financial Services segment, the company is capitalizing on opportunities through enhanced products and strategic initiatives.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

SPGI is gaining from product innovations using GenAI and buyouts. However, rising expenses are concerning.

Here's Why You Should Hold S&P Global Stock in Your Portfolio

LONDON, Ontario--(BUSINESS WIRE)--CARFAX Canada's Vehicle History Reports Revealed Essential Information to Help Protect Canadians This Year.

CARFAX Canada Presents: 2024 Year in Rear View

While the projected monthly volume remains familiar, retail sales levels reflect sustained advances SOUTHFIELD, Mich. , Nov. 25, 2024 /PRNewswire/ -- On an unadjusted volume level, S&P Global Mobility projects November US light vehicle sales to reach 1.31 million units, growth of 6% from the year ago level.

S&P Global Mobility: U.S. auto sales showing signs of progress

Drivers Should Make Sure Their Vehicles Are Ready for Holiday Travel CENTREVILLE, Va. , Nov. 25, 2024 /PRNewswire/ -- As millions of people hit the road this holiday season, CARFAX estimates almost 20 percent of cars on the road are behind on oil changes, and nearly 30 percent are behind on tire rotations.

CARFAX: Millions of Cars Are Alarmingly Behind on Maintenance

MSCI

In business analysis, finding key competitive advantages helps identify firms that can sustain their market position over time. Competitive advantages can come from many sources.

2 Finance Stocks With Competitive Advantages You Can't Ignore

NEW YORK , Nov. 21, 2024 /PRNewswire/ -- S&P Global Market Intelligence has released a report today highlighting the convergence in public and private credit markets. The newly published Public and Private Markets Outlook: Converging on Credit is part of S&P Global Market Intelligence's Big Picture 2025 Outlook Report Series.

S&P Global Market Intelligence's New Outlook Report Shows the Convergence of Public and Private Credit Markets and Expects the Trend to Continue into 2025

NEW YORK , Nov. 21, 2024 /PRNewswire/ -- S&P Global Market Intelligence has released an analysis examining the key strategic trends and opportunities that are expected to drive the M&A narrative through 2025. The newly published report, M&A Outlook: Bright spots, shadows on dealmaking horizon, is part of S&P Global Market Intelligence's Big Picture 2025 Outlook Report Series.

S&P Global Market Intelligence's Big Picture M&A Report Examines the Drivers that Can Set the Pace for the Recovery in Dealmaking

Moody's

Around 100 stock split announcements were made from its universe of 11,000 global equities in Q2 2024.

Which of These 3 Stocks Is Most Likely to Split in 2025

Dream Finders Homes

NEW YORK , Nov. 20, 2024 /PRNewswire/ -- Dream Finders Homes Inc. (NYSE: DFH) will replace Haynes International Inc. (NASD: HAYN) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, November 25. Haynes International is being acquired in a deal expected to close soon pending final closing conditions.

Dream Finders Homes Set to Join S&P SmallCap 600

NEW YORK , Nov. 20, 2024 /PRNewswire/ -- Changes in post-pandemic behavior and a larger debt service due to higher interest rates presents challenges to the viability of many commercial real estate borrowers. While those headwinds will lead to higher defaults, stress will differ across asset classes and could take longer to play out than many think.

S&P Global Market Intelligence Report Finds Commercial Real Estate Lenders Feeling Stress but Weathering the Storm

NEW YORK , Nov. 20, 2024 /PRNewswire/ -- S&P Global Market Intelligence has released a report today showing how evolving natural catastrophe risks due to climate change are forcing insurers to reevaluate their relationships with each other and the world at large. The newly published Evolving Natural Catastrophe Risks report is part of S&P Global Market Intelligence's Big Picture 2025 Outlook Report Series.

S&P Global Market Intelligence Has Released a Report Exploring How Climate Change and Extreme weather are Reshaping the Insurance Industry

First-of-Type Platform Aims to Connect Registries Worldwide for Tracking, Easy Interaction, Risk Mitigation of Double Counting -  As Meta Registry Participation Expands, it Helps Promote Carbon Market Confidence and Growth  -   SINGAPORE and NEW YORK and LONDON , Nov. 20, 2024 /PRNewswire/ -- Colombia-based Cercarbono, a globally recognized standards-setting body that voluntarily registers and certifies greenhouse gas (GHG) reduction projects, has entered a participation agreement with S&P Global Commodity Insights to become the first to utilize S&P Global's Meta Registry®, an innovative, a first-of-type software and platform solution that enables environmental registries from around the world to connect seamlessly and better track, transfer and retire carbon credits, and better mitigate risks of double counting of those credits.  "Reaching climate goals is no small feat, and everything we can do to better arm the industry with information is vital.

Colombia's Cercarbono Selects Meta Registry® Connectivity Platform of S&P Global Commodity Insights

NEW YORK , Nov. 19, 2024  /PRNewswire/ -- S&P Global Market Intelligence has released a report today which shows the emergence of generative artificial intelligence (GenAI) is at an inflection point that has refocused enterprise priorities and stands to reshape the role of technology. The newly published Generative AI Outlook: From Hype to Value report is part of S&P Global Market Intelligence's Big Picture 2025 Outlook Report Series.

S&P Global Market Intelligence's New Outlook Report Finds Enterprise Adoption of Generative Artificial Intelligence at an Inflection Point

Shift4 Payments

NEW YORK , Nov. 15, 2024 /PRNewswire/ -- Shift4 Payments Inc. (NYSE:FOUR) will replace R1 RCM Inc. (NASD:RCM) in the S&P MidCap 400 effective prior to the opening of trading on Wednesday, November 20. TowerBrook Capital Partners and Clayton, Dublier & Rice will acquire R1 RCM in a transaction expected to be completed on or about November 19.

Shift4 Payments Set to Join the S&P MidCap 400

S&P Global Inc. (NYSE:SPGI ) JPMorgan Ultimate Services Investor Conference November 14, 2024 10:50 AM ET Company Participants Martina Cheung - President, CEO Conference Call Participants Andrew Steinerman - JPMorgan Andrew Steinerman Hello, everyone. It's still morning.

S&P Global Inc. (SPGI) JPMorgan Ultimate Services Investor Conference (Transcript)

OMA SAVINGS BANK PLC, STOCK EXCHANGE RELEASE 14 NOVEMBER 2024 AT 15.10 P.M. EET, OTHER INFORMATION DISCLOSED ACCORDING TO THE RULES OF THE EXCHANGE

S&P Global Ratings updates Oma Savings Bank Plc's credit rating and outlook

New solution enables customers to seamlessly integrate complex, high-priority S&P Global datasets into Generative AI models   NEW YORK , Nov. 13, 2024 /PRNewswire/ -- S&P Global (NYSE: SPGI) announced today the launch of a new solution in open beta that enables customers to access several high-priority S&P Global datasets for generative AI (GenAI) use cases. Kensho LLM-ready API integrates seamlessly with large language models (LLMs) like GPT, Gemini, or Claude, allowing customers to use natural language to query S&P Global's tabular datasets.

S&P Global Launches Kensho LLM-ready API (beta), Making its Structured Data Accessible for Generative AI

Amazon

KLA-Tencor

Newmont Mining

Uber

Amazon, KLA, Newmont, Uber Technologies and S&P Global are included in this Analyst Blog.

The Zacks Analyst Blog Amazon, KLA, Newmont, Uber Technologies and S&P Global

Verisk Analytics

S&P Global, Verisk Analytics and Intertek have been highlighted in this Industry Outlook article.

Zacks Industry Outlook S&P Global, Verisk Analytics and Intertek

PRESS RELEASE Neuilly-sur-Seine, France – November 12, 2024 Bureau Veritas Ranked Among Top-Performing Companies in the S&P Global Rating (DJSI) Bureau Veritas is honored and proud to announce that it has improved its ESG performance in the S&P Global Corporate Sustainability Assessment (CSA), achieving a score of 84/100 for 2024. This places the company as #2 among 184 companies in the Professional Services Industry category - which encompasses the TIC sector.

Bureau Veritas Ranked Among Top-Performing Companies in the S&P Global Rating (DJSI)

We have narrowed our search to five large-cap momentum stocks. These are: AMZN, NEM, KLAC, UBER, SPGI.

5 U.S. Corporate Behemoths to Buy as Short-Term Momentum Plays

The Zacks Business - Information Services industry is positioned for growth on a robust post-pandemic business environment. SPGI, VRSK and IKTSY are equipped to ride the demand strength.

3 Stocks to Watch From the Prospering Business Information Industry

Document Intelligence and ChatIQ Apply Innovative Technology to Streamline Analysis and Provide Workflow Efficiencies NEW YORK , Nov. 12, 2024 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced major generative-AI (GenAI) powered enhancements to S&P Capital IQ Pro including the introduction of Document Intelligence, a reimagined document analysis experience for global company filings, earnings call transcripts, investor presentations, news and research. The latest update also includes the launch of ChatIQ, a GenAI-powered assistant developed in partnership with Kensho, S&P Global's AI innovation hub, to support users with their company, industry and sector research.

S&P Global Transforms S&P Capital IQ Pro Experience with the Launch of New Generative AI-Powered Capabilities

U.S. factories cut back purchases sharply, signaling heightened risks of manufacturing weakness spilling over into the broader economy in 2025 In contrast, Chinese factories report growth following three months of shrinking input purchasing Europe's industrial recession shows no sign of abating, with German, French and Austrian producers at the heart of the downturn CLARK, N.J. , Nov. 12, 2024 /PRNewswire/ -- The GEP Global Supply Chain Volatility Index — a leading indicator tracking demand conditions, shortages, transportation costs, inventories and backlogs based on a monthly survey of 27,000 businesses — posted -0.39, which was little change from -0.43 in September.

FACTORY DEMAND WEAKENS ACROSS MAJOR ECONOMIES IN OCTOBER: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX

Automatic Data Processing

Cincinnati Financial

Chevron

Exxon Mobil

A study by Harford Funds shows that companies that raise their dividends outperform those that don't, with significantly less volatility.

News for S&P Global Stock (SPGI)