CoverageForm 410-K10-Q8-K13D13G13F

SPGI · S&p Global Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · SPGI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23
Revenue$4.17B-$3.89B$3.75B$3.78B$3.58B$3.55B$3.49B-$3.08B
Cost of Revenue$1.24B-$1.12B$1.12B$1.15B$1.07B$1.08B$1.12B-$995.00M
Gross Profit$2.94B-$2.77B$2.64B$2.62B$2.50B$2.46B$2.37B-$2.09B
R&D----------
SG&A$802.00M-$805.00M$803.00M$764.00M$808.00M$734.00M$705.00M-$741.00M
Total Operating Expenses$2.34B-$2.22B$2.22B$2.21B$2.17B$2.11B$2.11B-$2.02B
D&A$31.00M-$28.00M$26.00M$25.00M$22.00M$25.00M$23.00M-$22.00M
Operating Income$2.00B-$1.68B$1.55B$1.58B$1.43B$1.45B$1.39B-$1.07B
Interest Expense$96.00M-$79.00M$77.00M$78.00M$72.00M$77.00M$78.00M-$84.00M
Income Tax$404.00M-$333.00M$342.00M$325.00M$313.00M$293.00M$248.00M-$181.00M
Net Income$1.40B-$1.18B$1.07B$1.09B$971.00M$1.01B$991.00M-$742.00M
EPS - Basic$4.69-$3.86$3.50$3.55$3.12$3.23$3.16-$2.34
EPS - Diluted$4.69-$3.86$3.50$3.54$3.11$3.23$3.16-$2.33

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23
Cash & Equivalents$1.81B$1.75B$1.67B$1.85B$1.67B$1.70B$2.04B$1.54B$1.29B$1.65B
Accounts Receivable$3.49B$3.44B$2.86B$2.98B$3.08B$2.63B$2.71B$2.98B$2.83B$2.55B
Inventory----------
Accounts Payable$510.00M$610.00M$418.00M$532.00M$525.00M$475.00M$477.00M$458.00M$557.00M$458.00M
Current Assets$6.32B$6.30B$5.65B$5.88B$5.34B$5.20B$5.64B$5.43B$5.14B$4.80B
Total Assets$60.79B$61.20B$59.75B$60.40B$60.22B$60.37B$60.96B$60.48B$60.59B$60.56B
Current Liabilities$9.34B$7.64B$5.80B$5.98B$5.92B$5.50B$5.50B$5.88B$6.13B$5.22B
Long-term Debt$10.62B$12.37B$11.38B$11.38B$11.39B$11.40B$11.40B$11.40B$11.41B$11.41B
Total Liabilities$24.59B$25.05B$22.05B$22.43B$22.71B$21.98B$21.97B$22.23B$22.49B$21.54B
Stockholders' Equity$31.17B$31.13B$33.13B$33.39B$33.37B$33.99B$34.88B$34.33B$34.20B$35.42B
Retained Earnings$24.80B$23.67B$23.29B$22.40B$21.80B$20.36B$19.96B$19.43B$18.73B$18.73B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23
Operating Cash Flow$1.04B---$953.00M--$948.00M--
Investing Cash Flow$291.00M---($79.00M)--($20.00M)--
Financing Cash Flow($1.24B)---($1.10B)--($657.00M)--
CapEx$27.00M---$43.00M--$24.00M--
Free Cash Flow$1.01B---$910.00M--$924.00M--

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23
Profitability
Gross margin70.4%-71.2%70.2%69.5%70.0%69.4%67.9%-67.7%
Operating margin48.0%-43.1%41.3%41.8%40.1%40.9%39.7%-34.8%
EBITDA margin48.7%-43.8%42.0%42.4%40.7%41.6%40.3%-35.5%
Net margin33.4%-30.2%28.5%28.9%27.2%28.5%28.4%-24.1%
Free cash flow margin24.2%---24.1%--26.5%--
FCF / Net income0.72---0.83--0.93--
R&D / Revenue----------
SG&A / Revenue19.2%-20.7%21.4%20.2%22.6%20.7%20.2%-24.0%
Effective tax rate22.5%-22.1%24.2%23.0%24.4%22.5%20.0%-19.6%
Return on assets2.3%-2.0%1.8%1.8%1.6%1.7%1.6%-1.2%
Return on equity4.5%-3.5%3.2%3.3%2.9%2.9%2.9%-2.1%
Return on invested capital3.7%-2.9%2.6%2.7%2.4%2.4%2.4%-1.8%
Liquidity
Current ratio0.680.820.970.980.900.941.030.920.840.92
Quick ratio0.680.820.970.980.900.941.030.920.840.92
Cash ratio0.190.230.290.310.280.310.370.260.210.32
Leverage
Debt / Equity0.340.400.340.340.340.340.330.330.330.32
Debt / Assets0.170.200.190.190.190.190.190.190.190.19
Debt / EBITDA5.22-6.687.227.117.837.728.10-10.42
Interest coverage20.9x-21.2x20.1x20.2x19.9x18.9x17.8x-12.8x
Equity multiplier1.951.971.801.811.801.781.751.761.771.71
Liabilities / Assets0.400.410.370.370.380.360.360.370.370.36
Efficiency
Asset turnover0.07-0.070.060.060.060.060.06-0.05
Inventory turnover----------
Days sales outstanding306d-268d290d298d269d279d311d-301d
Days inventory outstanding----------
Days payable outstanding151d-136d174d166d162d160d149d-168d
Cash conversion cycle----------
Valuation
P / E90.7x-126.1x150.7x143.5x166.1x138.1x134.6x-156.8x
P / B4.1x-4.5x4.8x4.7x4.7x4.0x3.9x-3.3x
P / S30.3x-38.1x43.0x41.4x45.0x39.4x38.3x-37.7x
EV / EBITDA66.6x-92.7x108.4x103.6x117.2x100.9x101.9x-114.9x
Growth
Revenue growth (YoY)10.4%-8.8%5.8%8.2%15.9%14.4%10.5%-7.8%
Revenue CAGR (3y)9.7%-10.8%7.9%16.5%19.7%19.0%20.1%-18.7%
Revenue CAGR (5y)15.7%-16.1%14.1%16.2%16.2%15.8%17.3%-15.3%
Gross profit growth (YoY)11.9%-10.5%7.0%10.7%19.8%18.7%14.4%-11.9%
Operating income growth (YoY)26.9%-16.8%6.8%13.9%33.5%59.4%21.1%-25.9%
Net income growth (YoY)28.0%-21.1%6.0%10.0%30.9%97.8%24.7%-22.0%
EPS growth (YoY)32.5%-24.1%8.4%12.0%33.5%101.9%27.9%-26.6%
EPS CAGR (3y)23.8%-28.0%7.0%-7.5%-2.0%-0.7%0.4%-7.4%
EPS CAGR (5y)8.5%-15.5%1.3%6.2%4.5%7.6%13.9%-3.6%
FCF growth (YoY)11.0%----1.5%--63.3%--
FCF CAGR (5y)6.1%---6.3%--27.6%--
Book value growth (YoY)-6.6%--2.5%-4.3%-2.8%-4.0%-1.7%-5.4%-6.0%-4.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$17.08B total
Market Intelligence Segment$4.90B · 28.7%
Ratings Segment$4.55B · 26.6%
Energy Segment$2.30B · 13.5%
Indices Segment$1.84B · 10.8%
Mobility$1.75B · 10.2%
Mobility Segment$1.75B · 10.2%

Product / service

$6.04B total
Subscription$4.11B · 68.0%
Asset Linked Fees$1.21B · 20.0%
Recurring Variable Revenue$623.00M · 10.3%
Non Subscription Transaction$186.00M · 3.1%
Sales Usage Based Royalties$120.00M · 2.0%
Non Transaction($200.00M) · -3.3%

Geographic

$15.34B total
US$9.32B · 60.8%
Europe$3.53B · 23.0%
Asia$1.64B · 10.7%
Rest Of World$843.00M · 5.5%

Peer comparison

Same SIC group: Services-Consumer Credit Reporting, Collection Agencies

CompanyRevenue (last FY)Net marginROE
MCO$7.72B31.9%60.7%
TRU$4.58B10.0%10.3%
EFX$6.07B10.9%14.3%
DNB---
ECRD---

Comparing S&P Global Inc. against the 5 most active filers in the same SIC group.

Dividends

$3.86/share trailing 12 months · +3.2% YoY

Ex-datePer share
May 29, 2026$0.9700
Feb 25, 2026$0.9700
Nov 25, 2025$0.9600
Aug 26, 2025$0.9600
May 28, 2025$0.9600
Feb 26, 2025$0.9600
Nov 26, 2024$0.9100
Aug 27, 2024$0.9100
May 29, 2024$0.9100
Feb 26, 2024$0.9100
Nov 27, 2023$0.9000
Aug 25, 2023$0.9000
May 25, 2023$0.9000
Feb 23, 2023$0.9000
Nov 25, 2022$0.8500
Aug 25, 2022$0.8500
May 26, 2022$0.8500
Feb 9, 2022$0.7700
Nov 24, 2021$0.7700
Aug 25, 2021$0.7700
May 25, 2021$0.7700
Feb 23, 2021$0.7700
Nov 24, 2020$0.6700
Aug 25, 2020$0.6700