Financial intelligence company S&P Global (NYSE: SPGI) beat Wall Street’s revenue expectations in Q3 2026, with revenue up 6.8% year on year to $3.68 billion. Its non-GAAP profit of $4.58 per share was 3.7% above analysts’ consensus estimates.
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S&P Global (SPGI) Q3 2026 highlights:
- Revenue $3.68 billion vs S&P analysts’ consensus estimates of $3.65 billion (6.8% year-on-year growth, 0.9% beat)
- Pre-tax profit $1.87 billion (50.9% margin)
- Adjusted EPS $4.58 vs S&P analysts’ consensus estimates of $4.42 (3.7% beat)
- Adjusted EPS guidance Management raised its full-year adjusted EPS guidance to $17.83 at the midpoint, a 1.1% increase
- Market capitalization $130.6 billion
Revenue growth
A company’s long-term revenue performance can indicate its overall quality. Any business can deliver a good quarter or two, but many enduring ones grow for years. Unfortunately, S&P Global’s 3.8% annualized revenue growth over the last five years was sluggish. This fell short of the benchmark for the financials sector and provides a poor baseline for assessing its performance.
Long-term growth matters most, but within financials, a half-decade historical view may miss recent interest rate changes, market returns and industry trends. S&P Global’s recent performance shows its demand has slowed as its annualized revenue growth of 2.8% over the last two years was below its five-year trend. Slowing revenue growth in the sector warrants caution, as it could signal changing consumer tastes aided by low switching costs. 
Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, S&P Global reported year-on-year revenue growth of 6.8%, and its $3.68 billion of revenue exceeded Wall Street’s consensus estimates by 0.9%.
Key takeaways from S&P Global’s Q3 results
S&P Global delivered a decent quarter, with EPS beating analysts’ consensus estimates and revenue coming in narrowly ahead of Wall Street’s consensus. Shares rose 3.6% to $466.83 immediately after the report.
Is S&P Global worth buying at the current price? If you’re making that decision, consider the bigger picture of valuation, business quality and the latest earnings. Read more in our full research report here (it’s free).
