SPGI Earnings

SPGI reported its FY2025Q4 earnings on 2026-02-10, showcasing a revenue of against an estimate of 3.89B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 4.32 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following SPGI's FY2025Q4 earnings announcement on 2026-02-10, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, SPGI's stock price tends to shift by an average of -1.35% in the 10 days leading up to earnings and +2.26% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate SPGI’s annual revenue to reach 3.88B, while the EPS is projected at 4.26. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by -0% and EPS estimates Revise Downward by -0.01% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SPGI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by -0%, while EPS estimates moved Revise Downward by -0.01% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SPGI's stock price typically moves by -1.35% in the 10 days before its earnings and +2.26% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 4.26 and revenue of 3.88B.

The earnings call summary indicates strong financial performance across multiple divisions, with significant revenue growth in Commodity Insights, Mobility, and Indices. The Q&A section highlights positive sentiment towards AI-driven growth and productivity, strong Ratings business outlook, and strategic partnerships enhancing Private Markets growth. Despite some unclear responses, overall guidance and market strategy appear optimistic. The positive sentiment is reinforced by strong adjusted operating margins and a stable subscription model. Given these factors, the stock price is likely to move positively, although the lack of market cap information limits precision.