NYSE$SPGI

S&P Global Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

S&P Global Inc Q1 fiscal 2026: $4.17B revenue, $1.40B net income

reported net of their related tax effect, and are individually computed, is recognized in the interim period in which those items occur. (SEC accession 0000064040-26-000024)

  • Revenue: $4.17B
  • Net income: $1.40B
  • Diluted EPS: $4.69
  • Operating income: $2.00B

Headline financials

Total Revenue

$4.17B

Previous: $3.78B+10.4%
EPS (adj)

$4.69

Previous: $4.37+7.3%
Capital Expenditures

-$27M

Previous: -$43M+37.2%
Free Cash Flow

$1.01B

Previous: $816M+23.8%
Net Income

$1.4B

Previous: $1.09B+28.0%
Operating Income

$2B

Previous: $1.58B+26.9%
Gross Profit

$2.94B

Previous: $1.57B+87.4%
Cash & Equivalents

$1.81B

No prior period
Total Assets

$60.8B

No prior period

Revenue & EPS history

S&P Global · Revenue · Quarterly

$4.17B

Q1 2026+10.4%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

S&P Global · $3.13B total across 5 segments · Q3 2023

  • Market Intelligence
    $1.1B+8.2%
  • Ratings
    $819M+20.3%
  • Commodity Insights
    $479M+10.9%
  • Mobility
    $379M+9.5%
  • Indices
    $354M+6.0%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.2%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+9.8%

Q4 2017

Best reaction

-9.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-2.6%
Q4 2025-9.7%-7.8%-5.5%
Q3 2025+3.9%+5.5%+5.4%
Q2 2025+4.1%+6.4%+3.6%
Q1 2025+2.6%+5.7%+7.2%
Q4 2024+4.9%+4.7%-6.9%
Q3 2024-4.0%-4.7%+0.7%
Q2 2024-1.0%-0.8%+3.7%
Q1 2024+0.6%+0.6%+6.0%
Q4 2023-4.7%-8.1%-6.8%
Q3 2023+9.0%+9.4%+20.1%
Q2 2023-8.5%-7.0%-9.4%
Q1 2023+6.6%+4.7%+6.1%
Q4 2022-0.5%-0.3%-10.7%
Q3 2022+4.9%+1.5%+14.9%
Q2 2022-2.1%+0.2%-6.4%
Q1 2022-0.8%-5.9%-6.6%
Q4 2021+0.5%+7.0%+10.0%
Q3 2021+3.4%+6.0%+3.6%
Q2 2021+4.2%+5.9%+6.5%
Q1 2021+2.7%+4.5%-0.2%
Q4 2020+2.3%+4.3%+6.1%
Q3 2020-2.1%-3.2%+1.3%
Q2 2020+2.4%-0.3%+3.6%
Q1 2020+1.1%-1.8%+9.5%
Q4 2019+0.2%-0.2%-8.0%
Q3 2019+2.4%+4.1%+6.8%
Q2 2019+3.7%+0.4%+6.2%
Q1 2019-0.7%-2.2%-2.5%
Q4 2018+0.3%+1.2%+1.8%
Q3 2018-3.6%-0.7%-1.7%
Q2 2018-5.1%-6.7%-5.6%
Q1 2018-1.3%+0.2%+5.7%
Q4 2017+9.8%+6.7%+15.7%
Q3 2017+0.8%-2.8%+2.0%
Q2 2017-0.7%+0.0%-2.1%
Q1 2017+0.2%+0.2%+5.1%
Q4 2016+1.8%+2.8%+6.7%
Q3 2016+2.6%+5.8%-3.2%
Q2 2016+4.1%+2.3%+3.5%
Q1 2016+4.6%
Q4 2015+6.2%
Q3 2015+5.5%
Q2 2015-6.8%
Q1 2015+0.4%
Q4 2014+4.1%
Q3 2014+4.3%
Q2 2014-0.4%
Q1 2014-1.5%
Q4 2013+3.4%
Q3 2013+1.4%
Q2 2013+1.7%
Q1 2013+1.0%
Q4 2012+0.1%
Q3 2012-7.5%
Q2 2012+4.5%
Q1 2012-2.3%
Q4 2011+0.0%
Q3 2011+4.2%
Q2 2011-3.4%
Q1 2011-2.3%
Q4 2010-1.0%
Q3 2010+0.2%
Q2 2010-0.2%
Q1 2009+1.4%
Q1 2010-0.7%
Q4 2007-0.4%
Q4 2009-0.4%
Q3 2008+3.3%
Q3 2009+3.3%
Q2 2008-4.8%
Q2 2009-4.8%
Q4 2008-4.8%

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