Financial intelligence company S&P Global (NYSE: SPGI) missed Wall Street’s revenue expectations in Q1 CY2026 as sales rose 3.7% year on year to $3.92 billion. Its non-GAAP profit of $4.30 per share was 10.7% below analysts’ consensus estimates.
Is now the time to buy S&P Global? Find out by accessing our full research report, it’s free.
S&P Global (SPGI) Q1 CY2026 Highlights:
- Revenue: $3.92 billion vs analyst estimates of $4.07 billion (3.7% year-on-year growth, 3.8% miss)
- Pre-tax Profit: $1.63 billion (41.6% margin)
- Adjusted EPS: $4.30 vs analyst expectations of $4.82 (10.7% miss)
- Management raised its full-year Adjusted EPS guidance to $19.53 at the midpoint, a 10.2% increase
- Market Capitalization: $129.4 billion
Company Overview
Tracing its roots back to 1860 when it published the first railroad industry manual, S&P Global (NYSE: SPGI) provides credit ratings, market intelligence, commodity data, automotive analytics, and financial indices that help investors and businesses make decisions.
Revenue Growth
A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Regrettably, S&P Global’s revenue grew at a mediocre 6.2% compounded annual growth rate over the last five years. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about S&P Global.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. S&P Global’s annualized revenue growth of 9.8% over the last two years is above its five-year trend, suggesting some bright spots. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, S&P Global’s revenue grew by 3.7% year on year to $3.92 billion, falling short of Wall Street’s estimates.
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Key Takeaways from S&P Global’s Q1 Results
We struggled to find many positives in these results. Its revenue missed and its EPS fell short of Wall Street’s estimates. Overall, this was a softer quarter. The stock remained flat at $440.73 immediately following the results.
So should you invest in S&P Global right now? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here (it’s free).
