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S&P Global Inc. 10-Q Filings

SPGI NYSE

Every 10-Q that S&P Global Inc. (SPGI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow SPGI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SPGI filings page.

Rhea-AI Summary

S&P Global Inc. delivered higher earnings for the quarter ended June 30, 2026, with revenue of $4,146 million, up 10% from 2025, and operating profit of $1,812 million, up 17%. Diluted EPS rose to $4.12 for the quarter and $8.81 for the first half, reflecting margin expansion and gains on asset sales.

All segments contributed to growth: Ratings benefited from stronger corporate bond issuance and higher surveillance and RES activity; Market Intelligence, Energy and Indices saw broader subscription and transaction growth, while Mobility continued to grow ahead of its separation. Cash from operations was $2,476 million in the first half and cash, cash equivalents and restricted cash increased to $4,141 million, while total debt rose to $15,170 million, including new senior notes linked to the Mobility business.

Capital returns remained significant, with $575 million of dividends (at $0.97 per share quarterly) and $1.5 billion used to repurchase 3.5 million shares via accelerated share repurchase agreements. On July 1, 2026, the separation of Mobility Global became effective through a 1‑for‑1 share distribution, and Mobility’s historical results will be presented as discontinued operations from the third quarter of 2026.

Rhea-AI Summary

S&P Global Inc. (SPGI) delivered strong first-quarter 2026 results, with revenue rising to $4,171 million from $3,777 million, a 10% increase driven by growth across all five segments, particularly Ratings, Market Intelligence and Indices.

Profitability improved meaningfully. Operating profit increased to $2,002 million from $1,578 million, and operating margin expanded to 48% from 42%, helped by a $175 million gain on divestitures and strong ratings issuance. Net income attributable to S&P Global shareholders rose to $1,395 million from $1,090 million.

EPS and capital returns were robust. Diluted EPS climbed to $4.69 from $3.54, a 32% increase. The company paid a quarterly dividend of $0.97 per share and repurchased $1.0 billion of stock under its share repurchase programs, reducing diluted weighted-average shares to 297.6 million.

Rhea-AI Summary

S&P Global Inc. reported stronger Q3 results. Revenue rose to $3,888 million from $3,575 million, and operating profit increased to $1,675 million from $1,434 million. Diluted EPS reached $3.86 versus $3.11 a year ago. For the first nine months, revenue was $11,420 million and operating profit was $4,804 million.

Cash from operations was $3,903 million year-to-date. Capital returns remained active with $2,501 million of share repurchases and $880 million in dividends over nine months. The balance sheet showed cash and cash equivalents of $1,672 million, long-term debt of $11,382 million, and total equity of $33,238 million at September 30, 2025. Actual shares outstanding at period end were 303.4 million.

Strategically, the company plans a tax-free spin-off of its Mobility segment, expected to be completed 12 to 18 months from the April 29, 2025 announcement, subject to customary approvals. Post-quarter, S&P Global and CME Group completed the sale of OSTTRA to KKR, with S&P Global receiving $1.5 billion in cash and anticipating a pre-tax gain of approximately $270 million. The company also agreed to acquire With Intelligence for $1.8 billion, pending regulatory approvals.