S&P Global posts Q3 earnings beat, lifts FY 2026 EPS guidance and launches Capital IQ review

S&P Global reported third‑quarter 2026 revenue of $3.68 billion and adjusted earnings per share of $4.58, both topping analyst estimates. The company raised its full‑year adjusted EPS outlook to a range of $17.70‑$17.95 and reaffirmed a share‑repurchase program of more than $7 billion for the year. Management also announced a strategic review of its Capital IQ data businesses, signalling a possible separation.

The higher FY 2026 EPS guidance, cited, suggests stronger earnings potential for investors. The reaffirmed $7 billion buyback plan, noted, could support the stock price through increased cash returns.

  • 1Q3 revenue was $3.68 billion, beating estimates.
  • 2Adjusted Q3 EPS was $4.58, exceeding expectations by $0.16.
  • 3Full‑year 2026 adjusted EPS guidance was raised to $17.70‑$17.95.
  • 4The company reaffirmed a share‑repurchase program of more than $7 billion for the year.
  • 5S&P Global announced a strategic review of its Capital IQ and associated data businesses.

Sources