Financial intelligence company S&P Global (NYSE:SPGI) beat Wall Street’s revenue expectations in Q3 2026, with revenue up 6.8% year on year to $3.68 billion. Its non-GAAP profit of $4.58 per share was 3.7% above analysts’ consensus estimates.

For more on S&P Global, read our full research report.

S&P Global (SPGI) Q3 2026 highlights:

  • Revenue $3.68 billion vs S&P analysts’ consensus estimates of $3.65 billion (6.8% year-on-year growth, 0.9% beat)
  • Pre-tax profit $1.87 billion (50.9% margin)
  • Adjusted EPS $4.58 vs S&P analysts’ consensus estimates of $4.42 (3.7% beat)
  • Adjusted EPS guidance Management raised its full-year adjusted EPS guidance to $17.83 at the midpoint, a 1.1% increase
  • Market capitalization $130.6 billion

Revenue growth

A company’s long-term revenue performance can indicate its overall quality. Any business can deliver a good quarter or two, but many enduring ones grow for years. Unfortunately, S&P Global’s 3.8% annualized revenue growth over the last five years was sluggish. This fell short of the benchmark for the financials sector and provides a poor baseline for assessing its performance.

S&P Global quarterly revenue
S&P Global quarterly revenue.

Long-term growth matters most, but within financials, a half-decade historical view may miss recent interest rate changes, market returns and industry trends. S&P Global’s recent performance shows its demand has slowed as its annualized revenue growth of 2.8% over the last two years was below its five-year trend. Slowing revenue growth in the sector warrants caution, as it could signal changing consumer tastes aided by low switching costs.

S&P Global year-on-year revenue growth.

This quarter, S&P Global reported year-on-year revenue growth of 6.8%, and its $3.68 billion of revenue exceeded Wall Street’s consensus estimates by 0.9%.

Key takeaways from S&P Global’s Q3 results

S&P Global delivered a decent quarter, with EPS beating analysts’ consensus estimates and revenue coming in narrowly ahead of Wall Street’s consensus. Shares rose 3.6% to $466.83 immediately after the report.

Should you invest in S&P Global right now? When making that decision, it’s important to consider its valuation, business quality and what happened in the latest quarter. Read more in our free full research report here.

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Source: finance.yahoo.com