S&P Global Announces Successful Completion of its Acquisition of ORBCOMM's Automatic Identification System Business

Rhea-AI Summary

S&P Global (NYSE: SPGI) completed its acquisition of ORBCOMM's Automatic Identification System (AIS) business on November 10, 2025.

The AIS business provides satellite vessel-tracking data and will operate within S&P Global Market Intelligence to strengthen maritime analytics, global trade intelligence and the company's supply chain strategy. The two companies also established a strategic alliance framework to develop differentiated supply chain data and insights.

S&P Global announced the agreement in April 2025 and does not expect the transaction to have a material financial impact on Market Intelligence or the company as a whole.

Positive

• Acquisition adds satellite AIS vessel-tracking data
• Integration into Market Intelligence for maritime analytics
• Strategic alliance to develop differentiated supply chain data

Negative

• Company does not expect material financial impact from the transaction

Insights

M&A Strategy Analyst

S&P Global completed the acquisition of ORBCOMM's AIS business, adding maritime satellite data to Market Intelligence.

The transaction closes on Nov. 10, 2025 and follows the agreement announced in April 2025. The AIS unit will sit inside S&P Global Market Intelligence and provide satellite-based vessel tracking and maritime visibility data that complement existing maritime, risk and trade solutions.

Management states it does not expect a material financial impact to Market Intelligence or S&P Global overall, which limits near-term earnings implications. The business mechanism is additive: it supplies raw maritime signals and analytics that can be integrated into existing datasets to enhance supply‑chain and trade intelligence offerings.

Key dependencies and risks include successful technical and commercial integration, retention of AIS customers and data contracts, and realization of the planned strategic-alliance deliverables. Watch for concrete integration milestones and any revenue or guidance commentary in the next earnings cycle, and monitor customer-contraction or contract-renewal notices within 12 months.

Acquisition will strengthen S&P Global's maritime analytics and global trade intelligence offerings and support its global supply chain strategy

NEW YORK, Nov. 10, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the successful completion of its acquisition of ORBCOMM's Automatic Identification System (AIS) business. The AIS business is a leading provider of satellite data services used to track and monitor vessels, enhancing maritime visibility and delivering critical insights that support business intelligence and decision-making for clients worldwide. It will be operated within the S&P Global Market Intelligence division and support the S&P Global supply chain strategy.

The two organizations have also established a strategic alliance framework aimed at developing a diverse array of differentiated supply chain data and insights, supplementing S&P Global's leading maritime, risk and trade solutions and further highlighting its continued dedication to investment in this sector.

S&P Global announced its agreement to acquire ORBCOMM's AIS business in April 2025. The Company does not expect this transaction to have a material financial impact on S&P Global Market Intelligence or S&P Global as a whole.

Forward-Looking Statements:  This press release contains "forward-looking statements," as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management's current views concerning future events, trends, contingencies or results, appear at various places in this press release and use words like "anticipate," "assume," "believe," "continue," "estimate," "expect," "forecast," "future," "intend," "plan," "potential," "predict," "project," "strategy," "target" and similar terms, and future or conditional tense verbs like "could," "may," "might," "should," "will" and "would." For example, management may use forward-looking statements when addressing topics such as: the outcome of contingencies; future actions by regulators; changes in the Company's business strategies and methods of generating revenue; the development and performance of the Company's services and products; the expected impact of acquisitions and dispositions; the Company's effective tax rates; the Company's cost structure, dividend policy, cash flows or liquidity; and the anticipated separation of S&P Global Mobility ("Mobility") into a standalone public company.

Forward-looking statements are subject to inherent risks and uncertainties. Factors that could cause actual results to differ materially from those expressed or implied in forward-looking statements include, among other things:

• worldwide economic, financial, political, and regulatory conditions (including slower GDP growth or recession, restrictions on trade (e.g., tariffs), instability in the banking sector and inflation), and factors that contribute to uncertainty and volatility (e.g., supply chain risk), natural and man-made disasters, civil unrest, public health crises (e.g., pandemics), geopolitical uncertainty (including military conflict), and conditions that result from legislative, regulatory, trade and policy changes, including from the U.S. administration;
• the volatility and health of debt, equity, commodities, energy and automotive markets, including credit quality and spreads, the composition and mix of credit maturity profiles, the level of liquidity and future debt issuances, equity flows from active to passive, fluctuations in average asset prices in global equities, demand for investment products that track indices and assessments and trading volumes of certain exchange-traded derivatives;
• the demand and market for credit ratings in and across the sectors and geographies where the Company operates;
• the Company's ability to maintain adequate physical, technical and administrative safeguards to protect the security of confidential information and data, and the potential for a system or network disruption that results in regulatory penalties and remedial costs or improper disclosure of confidential information or data;
• the outcome of litigation, government and regulatory proceedings, investigations and inquiries;
• concerns in the marketplace affecting the Company's credibility or otherwise affecting market perceptions of the integrity or utility of independent credit ratings, benchmarks, indices and other services;
• the level of merger and acquisition activity in the United States and abroad;
• the level of the Company's future cash flows and capital investments;
• the effect of competitive products (including those incorporating generative artificial intelligence ("AI")) and pricing, including the level of success of new product developments and global expansion;
• the impact of customer cost-cutting pressures;
• a decline in the demand for our products and services by our customers and other market participants;
• our ability to develop new products or technologies, to integrate our products with new technologies (e.g., AI), or to compete with new products or technologies offered by new or existing competitors;
• our ability to attract, incentivize and retain key employees, especially in a competitive business environment;
• our ability to successfully navigate key organizational changes, including among our executive leadership;
• the Company's exposure to potential criminal sanctions or civil penalties for noncompliance with foreign and U.S. laws and regulations that are applicable in the jurisdictions in which it operates, including sanctions laws relating to countries such as Iran, Russia and Venezuela, anti-corruption laws such as the U.S. Foreign Corrupt Practices Act and the U.K. Bribery Act of 2010, and local laws prohibiting corrupt payments to government officials, as well as import and export restrictions;
• the continuously evolving regulatory environment in Europe, the United States and elsewhere around the globe affecting each of our businesses and the products they offer, and our compliance therewith;
• the Company's ability to make acquisitions and dispositions and successfully integrate the businesses we acquire;
• consolidation of the Company's customers, suppliers or competitors;
• the introduction of competing products or technologies by other companies;
• the ability of the Company, and its third-party service providers, to maintain adequate physical and technological infrastructure;
• the Company's ability to successfully recover from a disaster or other business continuity problem, such as an earthquake, hurricane, flood, civil unrest, protests, military conflict, terrorist attack, outbreak of pandemic or contagious diseases, security breach, cyber attack, data breach, power loss, telecommunications failure or other natural or man-made event;
• the impact on the Company's revenue and net income caused by fluctuations in foreign currency exchange rates;
• the impact of changes in applicable tax or accounting requirements on the Company;
• the separation of Mobility not being consummated within the anticipated time period or at all;
• the ability of the separation of Mobility to qualify for tax-free treatment for U.S. federal income tax purposes;
• any disruption to the Company's business in connection with the proposed separation of Mobility;
• any loss of synergies from separating the businesses of Mobility and the Company that adversely impact the results of operations of both businesses, or the companies resulting from the separation of Mobility not realizing all of the expected benefits of the separation; and
• following the separation of Mobility, the combined value of the common stock of the two publicly-traded companies not being equal to or greater than the value of the Company's common stock had the separation not occurred.

The factors noted above are not exhaustive. The Company and its subsidiaries operate in a dynamic business environment in which new risks emerge frequently. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the dates on which they are made. The Company undertakes no obligation to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Further information about the Company's businesses, including information about factors that could materially affect its results of operations and financial condition, is contained in the Company's filings with the SEC, including Item 1A, Risk Factors in our most recently filed Annual Report on Form 10-K, as supplemented by Item 1A, Risk Factors, in our most recently filed Quarterly Report on Form 10-Q.

Media Contacts:

Orla O'Brien
S&P Global
+1 857 407 8559
orla.obrien@spglobal.com

Amanda Oey
S&P Global Market Intelligence
+1 212 438 1904
amanda.oey@spglobal.com
press.mi@spglobal.com

About S&P Global

S&P Global (NYSE: SPGI) provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.

We are widely sought after by many of the world's leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world's leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com.

 

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SOURCE S&P Global

FAQ

What did S&P Global (SPGI) acquire on November 10, 2025?

S&P Global completed the acquisition of ORBCOMM's AIS satellite vessel-tracking business on November 10, 2025.

How will the ORBCOMM AIS business be operated after the SPGI acquisition?

The AIS business will operate within S&P Global Market Intelligence to support maritime analytics and supply chain offerings.

Will the SPGI acquisition of ORBCOMM AIS materially affect earnings or guidance?

S&P Global said it does not expect a material financial impact on Market Intelligence or the company as a whole.

When was the SPGI agreement to buy ORBCOMM's AIS business first announced?

S&P Global announced the agreement to acquire ORBCOMM's AIS business in April 2025.

What strategic benefit does the ORBCOMM AIS acquisition provide to SPGI shareholders?

The acquisition is intended to strengthen maritime analytics and global trade intelligence within S&P Global Market Intelligence.