Financial intelligence company S&P Global (NYSE:SPGI) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.8% year on year to $3.89 billion. Its non-GAAP profit of $4.73 per share was 7.3% above analysts’ consensus estimates.
S&P Global (SPGI) Q3 CY2025 Highlights:
- Revenue: $3.89 billion vs analyst estimates of $3.85 billion (8.8% year-on-year growth, 1.1% beat)
- Pre-tax Profit: $1.60 billion (41.1% margin, 17.5% year-on-year growth)
- Adjusted EPS: $4.73 vs analyst estimates of $4.41 (7.3% beat)
- Adjusted EPS guidance for the upcoming financial year 2026 is $17.73 at the midpoint, beating analyst estimates by 2%
- Market Capitalization: $144.4 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 put up a good quarter or two, but the best consistently grow over the long haul. Over the last five years, S&P Global grew its revenue at an impressive 15.5% compounded annual growth rate. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.
S&P Global Quarterly Revenue
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 10.6% over the last two years is below its five-year trend, but we still think the results were respectable.
S&P Global Year-On-Year Revenue Growth
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 8.8%, and its $3.89 billion of revenue exceeded Wall Street’s estimates by 1.1%.
Key Takeaways from S&P Global’s Q3 Results
It was encouraging to see S&P Global’s full-year EPS guidance beat analysts’ expectations. We were also glad its EPS outperformed Wall Street’s estimates. Overall, we think this was a solid quarter with some key areas of upside. The stock traded up 2.4% to $484.47 immediately following the results.
Source: finance.yahoo.com
