Financial intelligence company S&P Global (NYSE: SPGI) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.4% year on year to $4.17 billion. Its non-GAAP profit of $4.97 per share was 3.2% above analysts’ consensus estimates.
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S&P Global (SPGI) Q1 CY2026 Highlights:
- Revenue: $4.17 billion vs analyst estimates of $4.07 billion (10.4% year-on-year growth, 2.4% beat)
- Pre-tax Profit: $1.91 billion (45.7% margin)
- Adjusted EPS: $4.97 vs analyst estimates of $4.82 (3.2% beat)
- Management reiterated its full-year Adjusted EPS guidance of $19.53 at the midpoint
- 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
Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Unfortunately, S&P Global’s 6.6% annualized revenue growth over the last five years was mediocre. 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.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. S&P Global’s annualized revenue growth of 10.7% 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 reported year-on-year revenue growth of 10.4%, and its $4.17 billion of revenue exceeded Wall Street’s estimates by 2.4%.
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Key Takeaways from S&P Global’s Q1 Results
We enjoyed seeing S&P Global beat analysts’ EBITDA expectations this quarter. We were also happy its revenue outperformed Wall Street’s estimates. On the other hand, its full-year EPS guidance slightly missed. Overall, this print had some key positives. The stock traded up 2.6% to $448.66 immediately after reporting.
Is S&P Global an attractive investment opportunity right now? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here (it’s free).
