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S&P Global Reports First Quarter Results

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Rhea-AI Sentiment
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S&P Global (NYSE: SPGI) reported first quarter results and issued an earnings release and supplemental materials on April 28, 2026. A conference call for senior management review is scheduled for April 28 at 8:30 a.m. EDT. Webcast and replay plus supplemental slides are available on the company's investor relations website.

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Key Figures

Q1 2026 revenue: $4.171 billion Q1 2026 GAAP net income: $1.395 billion Q1 2026 GAAP diluted EPS: $4.69 +5 more
8 metrics
Q1 2026 revenue $4.171 billion Up 10% vs Q1 2025 per 8-K
Q1 2026 GAAP net income $1.395 billion Up 28% year over year per 8-K
Q1 2026 GAAP diluted EPS $4.69 Up 32% year over year per 8-K
Q1 2026 adjusted diluted EPS $4.97 Up 14% year over year per 8-K
Q1 2026 operating profit $2.002 billion Operating margin 48%, adjusted margin 52%
2025 revenue $15.336 billion Up 8% vs 2024 per DEF 14A
2025 GAAP diluted EPS $14.66 Up 19% year over year per DEF 14A
Capital returned 2025 $6.2 billion $1.2B dividends and $5.0B buybacks in 2025

Market Reality Check

Price: $437.22 Vol: Volume 2,228,928 is 30% a...
normal vol
$437.22 Last Close
Volume Volume 2,228,928 is 30% above the 20-day average of 1,715,818 (relative volume 1.3x) ahead of earnings. normal
Technical Price $437.22 is trading 24.49% below the 52-week high of $579.05 and below the $491.84 200-day MA.

Peers on Argus

Peers show mixed moves: MCO +1.55%, NDAQ +1.33%, while ICE -1.55% and CME -1.59%...
1 Up

Peers show mixed moves: MCO +1.55%, NDAQ +1.33%, while ICE -1.55% and CME -1.59%. Only one momentum peer (MORN) screened higher, suggesting today’s setup appears more stock-specific than a broad sector rotation.

Previous Earnings Reports

5 past events · Latest: Oct 30 (Neutral)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Oct 30 Q3 2025 earnings Neutral +3.9% Third quarter 2025 results with earnings materials and webcast posted online.
Jul 31 Q2 2025 earnings Neutral +4.1% Second quarter 2025 results and earnings call access via investor website.
Jun 25 Buybacks report Neutral -0.3% S&P 500 Q1 2025 buybacks reached a record with detailed sector breakdown.
Apr 29 Q1 2025 earnings Neutral +2.6% Q1 2025 results plus announcement of intended Mobility division separation.
Mar 19 2024 buybacks data Neutral +1.0% Record 2024 S&P 500 buybacks and total shareholder return details disclosed.
Pattern Detected

Earnings-tagged releases for SPGI and related indices have often been followed by modestly positive one-day moves, with an average move of 2.25% across the provided events.

Recent Company History

Across the last five earnings-tagged events from Mar–Oct 2025, SPGI and related S&P 500 buyback reports have generally coincided with positive price reactions, especially when tied to quarterly results and strategic updates. Notable items include Q1 and Q2 2025 earnings calls and a Q1 2025 first‑quarter update on S&P 500 buybacks. This current Q1 2026 release continues the pattern of regular quarterly disclosures supported by conference calls and webcasts.

Historical Comparison

+2.3% avg move · In the past year, SPGI and related indices saw 5 earnings-tagged releases with an average one-day mo...
earnings
+2.3%
Average Historical Move earnings

In the past year, SPGI and related indices saw 5 earnings-tagged releases with an average one-day move of 2.25%, framing today’s Q1 2026 results within a history of generally constructive reactions.

The sequence shows recurring quarterly earnings releases through 2025, with consistent use of conference calls, webcasts, and supplemental materials to update investors on results and capital allocation trends.

Market Pulse Summary

This announcement delivers Q1 2026 results alongside the usual earnings call and webcast, with reven...
Analysis

This announcement delivers Q1 2026 results alongside the usual earnings call and webcast, with revenue of $4.171 billion, higher GAAP and adjusted EPS, and strong operating margins. Recent filings also highlight robust 2025 performance and substantial capital returns of $6.2 billion. Historically, earnings-tagged updates have been associated with modest positive moves, so investors may watch upcoming quarters, progress on the Mobility separation, and continued margin performance as key reference points.

AI-generated analysis. Not financial advice.

NEW YORK, April 28, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today reported first quarter results. The Company's earnings release and supplemental materials are available at http://investor.spglobal.com/Quarterly-Earnings.

Supplemental Information/Conference Call/Webcast Details: The Company's senior management will review the first quarter earnings results on a conference call scheduled for today, April 28, at 8:30 a.m. EDT. Additional information presented on the conference call, and the Company's supplemental slide content may be found on the Company's Investor Relations Website at http://investor.spglobal.com/Quarterly-Earnings.

The Webcast will be available live and in replay at http://investor.spglobal.com/Quarterly-Earnings.

About S&P Global

S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape.

From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today. Learn more at www.spglobal.com

Contact:

Investor Relations:

Mark Grant
Senior Vice President, Investor Relations and Treasurer
Tel: +1 (347) 640-1521
mark.grant@spglobal.com

Media:

Christina Twomey
Chief Communications Officer
Tel: +1 (646) 407-3001
christina.twomey@spglobal.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/sp-global-reports-first-quarter-results-302755632.html

SOURCE S&P Global

FAQ

When did S&P Global (SPGI) report its first quarter 2026 results?

S&P Global reported first quarter 2026 results on April 28, 2026. According to the company, the earnings release and supplemental materials are available on its investor relations website for review and download by investors.

What time is the S&P Global (SPGI) Q1 2026 conference call and webcast?

The conference call is scheduled for April 28 at 8:30 a.m. EDT. According to the company, senior management will review results and the live webcast and replay will be accessible on the investor relations website.

Where can investors find S&P Global (SPGI) Q1 2026 earnings materials and slides?

Investors can find the earnings release, supplemental materials, and slides at investor.spglobal.com/Quarterly-Earnings. According to the company, the site hosts the webcast, replay, and supplemental slide content for the quarter.

Will the S&P Global (SPGI) Q1 2026 webcast be available after the live call?

Yes, the webcast will be available in replay after the live call at the same investor relations URL. According to the company, both live access and replay are provided for investor review.

Who will present S&P Global's (SPGI) first quarter 2026 results on the call?

Senior management of S&P Global will review the company's first quarter results on the call. According to the company, senior executives will discuss the quarter and supplemental slide content during the webcast.

How can shareholders access the S&P Global (SPGI) Q1 2026 earnings release immediately?

Shareholders can access the earnings release immediately via the investor relations page at investor.spglobal.com/Quarterly-Earnings. According to the company, the release and supplemental documents were posted on April 28, 2026.