S&P Global 3Q 2026: Revenue $3.68B, Net income $1.24B, EPS $4.25— 10-Q Summary

What happened

S&P Global reported third-quarter 2026 revenue of $3.68B, net income of $1.24B and diluted earnings per share of $4.25, up 6.8%, 5.4% and 10.1% respectively from the prior-year quarter, with revenue growth across all four continuing segments.

Confirmed

Global impact / market context

Higher revenue from all four segments shows the company is selling more of its data and ratings services. That matters because steady sales growth can support future cash available for dividends, buybacks or paying down borrowed money, which investors often value.

Analyst inference

Strong investment-grade issuance lifted Ratings billed issuance 28%, a sign that companies are borrowing more through public debt sales. Indices revenue grew 20% on higher fund assets and derivatives activity, while S&P Global also separated Mobility and sold its Energy software and Market Intelligence businesses.

Analyst inference

What to watch

1. S&P Global separated its Mobility business on July 1 and sold its Energy software and Market Intelligence businesses, so future results may look different from past quarters. Confirmed
2. Investors could compare next quarter's revenue and profit per sale against these third-quarter figures to see whether strong investment-grade issuance and fund asset growth persist. Proposed
3. Acquisitions in data-center intelligence, AI-powered power forecasting and on-chain security may add costs before they add revenue, so watch whether capital spending and profit per sale shift. Analyst inference

Evidence

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