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.
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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.
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. 
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%.
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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.
Indeed, S&P Global had a rock-solid quarterly earnings result, but is this stock a good investment here? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here, it’s free for active Edge members.
